Orchestra BioMed
OBIO
47 hedge funds and large institutions have $116M invested in Orchestra BioMed in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 4 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 7
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
65% more capital invested
Capital invested by funds: $70.3M → $116M (+$45.6M)
9% more funds holding
Funds holding: 43 → 47 (+4)
2.41% more ownership
Funds ownership: 37.31% → 39.72% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.45M |
| 2 |
State Street
Boston,
Massachusetts
|
+$738K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$673K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351K |
| 5 |
Bank of New York Mellon
New York
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$272K |
| 2 |
GWMR
GC Wealth Management RIA
Cambridge,
Massachusetts
|
-$117K |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$106K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$43.9K |
| 5 |
AIG
American International Group
New York
|
-$37.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$98 | +17 | +850% |
|
OBIO Hedge Fund Activity: Q2 2024 in Review
47 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q2 2024, worth a combined $116M — up 65% from $70.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OBIO positions and 4 closed out — a net gain of 4 holders — while 23 added to existing stakes and 7 trimmed.
The largest buyer was BlackRock, adding an estimated $2.45M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $272K sold.
- 47 institutional investors held Orchestra BioMed (OBIO) as of Q2 2024, up from 43 in Q1 2024.
- Funds reported $116M of Orchestra BioMed stock for Q2 2024, up 65% quarter-over-quarter.
- 8 funds opened new Orchestra BioMed positions in Q2 2024 and 4 closed out, a net change of +4 holders.
- The largest Orchestra BioMed buyer in Q2 2024 was BlackRock, an estimated $2.45M added.
- The largest Orchestra BioMed seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $272K sold.
Based on aggregated 13F filings for Q2 2024.