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Biote Corp

54 hedge funds and large institutions have $67.4M invested in Biote Corp in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 5554 (-1)

18.36% less ownership

Funds ownership: 63.25%44.88% (-18%)

24% less capital invested

Capital invested by funds: $88.2M → $67.4M (-$20.9M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
17
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3C
1
325 Capital
New York
$19.3M
BP
2
Bandera Partners
New York
$8.73M +$190K +32,214 +2%
KLC
3
Kent Lake Capital
Nevada
$6.58M +$62.4K +10,596 +0.8%
WA
4
Wasatch Advisors
Utah
$6.3M +$90.8K +15,403 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.25M +$190K +32,252 +3%
Boston Partners
6
Boston Partners
Massachusetts
$4.56M -$691K -117,218 -12%
BlackRock
7
BlackRock
New York
$3.76M +$818K +138,866 +23%
SIM
8
SW Investment Management
Colorado
$3.34M +$3.84M +652,349 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.68M +$128K +21,745 +7%
State Street
10
State Street
Massachusetts
$1.24M +$52.7K +8,944 +4%
SC
11
Skylands Capital
Wisconsin
$1M -$351K -59,506 -23%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$712K +$822K +139,565 New
Northern Trust
13
Northern Trust
Illinois
$621K +$20.6K +3,494 +3%
Bank of America
14
Bank of America
North Carolina
$351K +$348K +59,051 +626%
Goldman Sachs
15
Goldman Sachs
New York
$277K +$65K +11,034 +26%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$264K +$303K +51,489 New
PM
17
Precept Management
Texas
$256K
MFIM
18
Mesirow Financial Investment Management
Illinois
$247K +$284K +48,187 New
HighTower Advisors
19
HighTower Advisors
Illinois
$240K -$96.6K -16,393 -26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$236K +$3.69K +626 +1%
Charles Schwab
21
Charles Schwab
California
$200K
Morgan Stanley
22
Morgan Stanley
New York
$194K +$167K +28,314 +295%
Millennium Management
23
Millennium Management
New York
$161K -$15.5K -2,624 -8%
WG
24
Winton Group
United Kingdom
$158K +$182K +30,934 New
Invesco
25
Invesco
Georgia
$155K +$178K +30,225 New

BTMD Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Biote Corp (BTMD) for Q3 2023, worth a combined $67.4M — down 24% from $88.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BTMD and 11 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.

The largest buyer was SW Investment Management, opening a new position worth an estimated $3.84M. The largest seller was Venator Capital Management, exiting entirely with an estimated $4.82M sold.

  • 54 institutional investors held Biote Corp (BTMD) as of Q3 2023, down from 55 in Q2 2023.
  • Funds reported $67.4M of Biote Corp stock for Q3 2023, down 24% quarter-over-quarter.
  • 11 funds opened new Biote Corp positions in Q3 2023 and 12 closed out, a net change of -1 holder.
  • The largest Biote Corp buyer in Q3 2023 was SW Investment Management, an estimated $3.84M added.
  • The largest Biote Corp seller in Q3 2023 was Venator Capital Management, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2023.