We are live on ! Find out more

41 hedge funds and large institutions have $1.52M invested in BioVie in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more capital invested

Capital invested by funds: $195K → $1.52M (+$1.32M)

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

64% more funds holding

Funds holding: 2541 (+16)

0.21% more ownership

Funds ownership: 0.21%0.43% (+0.21%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14K

Holders
41
Holders Change
+16
Holders Change %
+64%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
8
Reduced
3
Closed
4
Calls
Puts
$14K
Net Calls
-$14K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$247K +$205K +8,524 +223%
Millennium Management
2
Millennium Management
New York
$245K +$296K +12,262 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$181K +$80.6K +3,344 +59%
DWM
4
Drive Wealth Management
Utah
$120K +$145K +6,000 New
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$100K +$121K +5,000 New
UBS Group
6
UBS Group
Switzerland
$96.7K +$116K +4,828 +96,560%
SMH
7
Sanders Morris Harris
Texas
$85.2K +$96.4K +4,000 New
PWM
8
Prosperity Wealth Management
California
$63.3K +$76.3K +3,165 New
Two Sigma Investments
9
Two Sigma Investments
New York
$57.4K +$69.2K +2,871 New
Morgan Stanley
10
Morgan Stanley
New York
$50.3K +$53.9K +2,237 +811%
ZIG
11
Zullo Investment Group
Pennsylvania
$46K -$4.82K -200 -8%
Cerity Partners
12
Cerity Partners
New York
$34.5K
Northern Trust
13
Northern Trust
Illinois
$33.8K +$40.7K +1,688 New
State Street
14
State Street
Massachusetts
$32K +$38.6K +1,602 New
Squarepoint
15
Squarepoint
New York
$28.4K +$34.3K +1,421 New
NA
16
NewEdge Advisors
Louisiana
$28.2K +$33.8K +1,400 +14,000%
Belvedere Trading
17
Belvedere Trading
Illinois
$19.2K +$23.2K +962 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17K +$20.5K +850 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$4.21K
IA
20
IFP Advisors
Florida
$4K +$4.82K +200 New
TRCT
21
Tower Research Capital (TRC)
New York
$3.91K -$3.18K -132 -40%
SS
22
SBI Securities
Japan
$3.33K +$4.03K +167 New
Jones Financial Companies
23
Jones Financial Companies
Missouri
$3.2K +$3.83K +159 +15,900%
Wells Fargo
24
Wells Fargo
California
$3.09K +$2.41K +100 +182%
NFSG
25
Newbridge Financial Services Group
Florida
$2.8K

BIVI Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BioVie (BIVI) for Q4 2024, worth a combined $1.52M — up 678% from $195K a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BIVI positions and 4 closed out — a net gain of 16 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $296K. The largest seller was United Capital Management of KS, exiting entirely with an estimated $12K sold.

  • 41 institutional investors held BioVie (BIVI) as of Q4 2024, up from 25 in Q3 2024.
  • Funds reported $1.52M of BioVie stock for Q4 2024, up 678% quarter-over-quarter.
  • 20 funds opened new BioVie positions in Q4 2024 and 4 closed out, a net change of +16 holders.
  • The largest BioVie buyer in Q4 2024 was Millennium Management, an estimated $296K added.
  • The largest BioVie seller in Q4 2024 was United Capital Management of KS, an estimated $12K sold.

Based on aggregated 13F filings for Q4 2024.