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BioVie
BIVI

25 hedge funds and large institutions have $195K invested in BioVie in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0.14% more ownership

Funds ownership: 0.07% → 0.21% (+0.14%)

48% less funds holding

Funds holding: 48 → 25 (-23)

79% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 29

89% less capital invested

Capital invested by funds: $1.79M → $195K (-$1.59M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
25
Holders Change
-23
Holders Change %
-47.92%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
5
Reduced
3
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZIG
Zullo Investment Group
Pennsylvania
+$79.7K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$47.8K
3
UCMOK
United Capital Management of KS
Kansas
+$31.9K
4
Cerity Partners
Cerity Partners
New York
+$28.6K
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$13.7K

Top Sellers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
-$794K
2
SM
Sabby Management
Florida
-$294K
3
Jane Street
Jane Street
New York
-$70.6K
4
Northern Trust
Northern Trust
Illinois
-$36.5K
5
Goldman Sachs
Goldman Sachs
New York
-$24.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$68.2K – – –
Geode Capital Management
2
Geode Capital Management
Massachusetts
$45.8K +$47.8K +1,500 +65%
ZIG
3
Zullo Investment Group
Pennsylvania
$30K +$79.7K +2,500 New
Cerity Partners
4
Cerity Partners
New York
$20.7K +$28.6K +896 +108%
UCMOK
5
United Capital Management of KS
Kansas
$12K +$31.9K +1,000 New
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$5.16K +$13.7K +430 New
TRCT
7
Tower Research Capital (TRC)
New York
$3.94K +$3.63K +114 +53%
Morgan Stanley
8
Morgan Stanley
New York
$3.31K +$4.85K +152 +123%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$2.14K – – –
NFSG
10
Newbridge Financial Services Group
Florida
$1.68K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$721 +$638 +20 +50%
Wells Fargo
12
Wells Fargo
California
$660 – – –
Bank of America
13
Bank of America
North Carolina
$134 -$6.54K -205 -95%
NA
14
NewEdge Advisors
Louisiana
$120 – – –
SPIA
15
Steward Partners Investment Advisory
New York
$120 – – –
FAM
16
Flaharty Asset Management
Florida
$120 +$319 +10 New
BlackRock
17
BlackRock
New York
$117 -$6.44K -202 -95%
JP Morgan Chase
18
JP Morgan Chase
New York
$92 -$3.79K -119 -94%
FP
19
Financial Perspectives
Minnesota
$71 – – –
UBS Group
20
UBS Group
Switzerland
$54 – – –
HI
21
Harbour Investments
Wisconsin
$36 – – –
JIP
22
Jaffetilchin Investment Partners
Florida
$25 +$64 +2 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$12 – – –
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$10 +$32 +1 New
AFG
25
Albion Financial Group
Utah
$6 – – –
1
2 3

BIVI Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q3 2024, worth a combined $195K — down 89% from $1.79M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BIVI and 6 opened new positions — a net loss of 23 holders — while 3 trimmed existing stakes and 5 added.

The largest buyer was Zullo Investment Group, opening a new position worth an estimated $79.7K. The largest seller was Altium Capital Management, exiting entirely with an estimated $794K sold.

  • 25 institutional investors held BioVie (BIVI) as of Q3 2024, down from 48 in Q2 2024.
  • Funds reported $195K of BioVie stock for Q3 2024, down 89% quarter-over-quarter.
  • 6 funds opened new BioVie positions in Q3 2024 and 29 closed out, a net change of -23 holders.
  • The largest BioVie buyer in Q3 2024 was Zullo Investment Group, an estimated $79.7K added.
  • The largest BioVie seller in Q3 2024 was Altium Capital Management, an estimated $794K sold.

Based on aggregated 13F filings for Q3 2024.