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Orchestra BioMed
OBIO

39 hedge funds and large institutions have $75.5M invested in Orchestra BioMed in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

77% more funds holding

Funds holding: 22 → 39 (+17)

1.08% less ownership

Funds ownership: 31.24% → 30.16% (-1.1%)

61% less capital invested

Capital invested by funds: $193M → $75.5M (-$118M)

Holders
39
Holders Change
+17
Holders Change %
+77.27%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
10
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RI
RTW Investments
New York
+$7.62M
2
BlackRock
BlackRock
New York
+$2.29M
3
State Street
State Street
Massachusetts
+$1.63M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.34M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
PA
Perceptive Advisors
New York
-$3.42M
2
SCM
Soleus Capital Management
Connecticut
-$1.18M
3
HF
HRT Financial
New York
-$568K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$502K
5
LP
LMR Partners
United Kingdom
-$196K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$28.9K -$12.3K -808 -16%
JP Morgan Chase
27
JP Morgan Chase
New York
$23.8K +$51.6K +3,404 New
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$22.2K +$48.2K +3,175 New
Barclays
29
Barclays
United Kingdom
$21.9K -$58.1K -3,829 -55%
Morgan Stanley
30
Morgan Stanley
New York
$21.2K +$36.8K +2,428 +405%
AIG
31
American International Group
New York
$14.1K +$30.6K +2,016 New
Wells Fargo
32
Wells Fargo
California
$12.8K +$26.3K +1,733 +1,926%
Citigroup
33
Citigroup
New York
$10.9K +$23.7K +1,564 New
Bank of America
34
Bank of America
North Carolina
$7.8K +$16.9K +1,114 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4K +$7.83K +516 New
AB
36
Amalgamated Bank
New York
$4K +$9.63K +635 New
TRCT
37
Tower Research Capital (TRC)
New York
$3.81K -$5.51K -363 -40%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.64K +$5.72K +377 New
AIP
39
Ameritas Investment Partners
Nebraska
$2.42K +$5.25K +346 New
SCM
40
Soleus Capital Management
Connecticut
– -$1.18M -60,450 Closed
HF
41
HRT Financial
New York
– -$568K -29,036 Closed
LP
42
LMR Partners
United Kingdom
– -$196K -10,015 Closed
1
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OBIO Hedge Fund Activity: Q2 2023 in Review

39 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q2 2023, worth a combined $75.5M — down 61% from $193M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OBIO positions and 3 closed out — a net gain of 17 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was RTW Investments, adding an estimated $7.62M. The largest seller was Perceptive Advisors, cutting an estimated $3.42M.

  • 39 institutional investors held Orchestra BioMed (OBIO) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $75.5M of Orchestra BioMed stock for Q2 2023, down 61% quarter-over-quarter.
  • 20 funds opened new Orchestra BioMed positions in Q2 2023 and 3 closed out, a net change of +17 holders.
  • The largest Orchestra BioMed buyer in Q2 2023 was RTW Investments, an estimated $7.62M added.
  • The largest Orchestra BioMed seller in Q2 2023 was Perceptive Advisors, an estimated $3.42M sold.

Based on aggregated 13F filings for Q2 2023.