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Biote Corp

54 hedge funds and large institutions have $63M invested in Biote Corp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 5454 (0)

6% less capital invested

Capital invested by funds: $67.4M → $63M (-$4.33M)

7.29% less ownership

Funds ownership: 44.88%37.59% (-7.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
19
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
3C
1
325 Capital
New York
$18.6M
BP
2
Bandera Partners
New York
$9.05M +$657K +127,410 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.01M +$2.04M +394,991 +39%
WA
4
Wasatch Advisors
Utah
$5.3M -$810K -157,097 -13%
BlackRock
5
BlackRock
New York
$4.8M +$1.22M +237,650 +32%
Boston Partners
6
Boston Partners
Massachusetts
$4.1M -$315K -61,091 -7%
SIM
7
SW Investment Management
Colorado
$3.33M +$117K +22,651 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.33M +$739K +143,394 +44%
State Street
9
State Street
Massachusetts
$1.26M +$66.5K +12,900 +5%
KLC
10
Kent Lake Capital
Nevada
$875K -$5.71M -1,107,087 -86%
Northern Trust
11
Northern Trust
Illinois
$801K +$211K +40,865 +34%
Morgan Stanley
12
Morgan Stanley
New York
$622K +$454K +88,061 +232%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$589K -$105K -20,290 -15%
Bank of America
14
Bank of America
North Carolina
$455K +$122K +23,663 +35%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$378K +$129K +25,103 +49%
SC
16
Skylands Capital
Wisconsin
$338K -$654K -126,884 -65%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$319K +$95.3K +18,491 +40%
Goldman Sachs
18
Goldman Sachs
New York
$267K -$835 -162 -0.3%
MFIM
19
Mesirow Financial Investment Management
Illinois
$233K
Barclays
20
Barclays
United Kingdom
$195K +$77.4K +15,015 +61%
Charles Schwab
21
Charles Schwab
California
$193K
HighTower Advisors
22
HighTower Advisors
Illinois
$182K -$51.5K -10,000 -21%
Renaissance Technologies
23
Renaissance Technologies
New York
$165K +$25.3K +4,900 +17%
WG
24
Winton Group
United Kingdom
$153K +$216 +42 +0.1%
Invesco
25
Invesco
Georgia
$152K +$2.94K +570 +2%

BTMD Hedge Fund Activity: Q4 2023 in Review

54 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Biote Corp (BTMD) for Q4 2023, worth a combined $63M — down 6.4% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BTMD positions and 5 closed out — a net gain of 1 holder — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.04M. The largest seller was Kent Lake Capital, cutting an estimated $5.71M.

  • 54 institutional investors held Biote Corp (BTMD) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $63M of Biote Corp stock for Q4 2023, down 6.4% quarter-over-quarter.
  • 6 funds opened new Biote Corp positions in Q4 2023 and 5 closed out, a net change of +1 holder.
  • The largest Biote Corp buyer in Q4 2023 was Vanguard Group, an estimated $2.04M added.
  • The largest Biote Corp seller in Q4 2023 was Kent Lake Capital, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2023.