Orchestra BioMed
OBIO
53 hedge funds and large institutions have $129M invested in Orchestra BioMed in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
10% more funds holding
Funds holding: 48 → 53 (+5)
7% more capital invested
Capital invested by funds: $121M → $129M (+$8.35M)
3.1% more ownership
Funds ownership: 59.66% → 62.75% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$5.19M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.78M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$1.67M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.48M |
| 5 |
HI
HBK Investments
Dallas,
Texas
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.87M |
| 2 |
IC
Ikarian Capital
Dallas,
Texas
|
-$1.95M |
| 3 |
AC
Athanor Capital
New York
|
-$215K |
| 4 |
BFM
Boothbay Fund Management
New York
|
-$169K |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$89.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
51
Lenox Wealth Advisors
New York
| $20K | +$19.7K | +2,000 | New |
|
52
Morgan Stanley
New York
| $7K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $2K | +$493 | +50 | +34% |
|
|
IC
54
Ikarian Capital
Dallas,
Texas
| – | -$1.95M | -197,173 | Closed |
|
|
AC
55
Athanor Capital
New York
| – | -$215K | -21,757 | Closed |
|
|
HI
56
Harbour Investments
Madison,
Wisconsin
| – | -$30K | -3,000 | Closed |
|
57
UBS Group
Zurich,
Switzerland
| – | -$5K | -537 | Closed |
|
OBIO Hedge Fund Activity: Q4 2021 in Review
53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q4 2021, worth a combined $129M — up 6.9% from $121M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OBIO positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $5.19M. The largest seller was Wellington Management Group, cutting an estimated $3.87M.
- 53 institutional investors held Orchestra BioMed (OBIO) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $129M of Orchestra BioMed stock for Q4 2021, up 6.9% quarter-over-quarter.
- 9 funds opened new Orchestra BioMed positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Orchestra BioMed buyer in Q4 2021 was D.E. Shaw & Co, an estimated $5.19M added.
- The largest Orchestra BioMed seller in Q4 2021 was Wellington Management Group, an estimated $3.87M sold.
Based on aggregated 13F filings for Q4 2021.