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Orchestra BioMed

22 hedge funds and large institutions have $193M invested in Orchestra BioMed in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more capital invested

Capital invested by funds: $56.6M → $193M (+$137M)

8% less funds holding

Funds holding: 2422 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

19.19% less ownership

Funds ownership: 50.43%31.24% (-19%)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
2
Reduced
5
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$100M +$47.7M +4,118,507 +412%
PA
2
Perceptive Advisors
New York
$44.6M +$26.4M +2,278,226 New
BlackRock
3
BlackRock
New York
$13.8M -$993K -85,761 -11%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$13.3M -$60.8K -5,254 -0.8%
BC
5
Boxer Capital
California
$4.89M
Citadel Advisors
6
Citadel Advisors
Florida
$3.34M -$428 -37 -0%
SFG
7
SVB Financial Group
Texas
$2.49M +$1.47M +127,068 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.45M +$1.3M +112,585 +906%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.04M +$1.21M +104,129 New
Charles Schwab
10
Charles Schwab
California
$1.3M +$771K +66,595 New
SCM
11
Soleus Capital Management
Connecticut
$1.18M +$700K +60,450 New
TD Asset Management
12
TD Asset Management
Ontario, Canada
$907K
State Street
13
State Street
Massachusetts
$669K +$396K +34,186 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$636K +$377K +32,518 New
HF
15
HRT Financial
New York
$568K -$241K -20,822 -42%
Northern Trust
16
Northern Trust
Illinois
$458K +$271K +23,408 New
LP
17
LMR Partners
United Kingdom
$196K +$116K +10,015 New
Barclays
18
Barclays
United Kingdom
$136K +$80.5K +6,954 New
IA
19
IFP Advisors
Florida
$56.6K +$57.2K +4,938 New
TRCT
20
Tower Research Capital (TRC)
New York
$18K -$14.1K -1,215 -57%
Morgan Stanley
21
Morgan Stanley
New York
$11.7K +$6.95K +600 New
Wells Fargo
22
Wells Fargo
California
$1.76K +$1.04K +90 New
RCM
23
RA Capital Management
Massachusetts
-$6.09M -610,283 Closed
APM
24
Avidity Partners Management
Texas
-$3.99M -400,000 Closed
EC
25
EcoR1 Capital
California
-$3.99M -400,000 Closed

OBIO Hedge Fund Activity: Q1 2023 in Review

22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q1 2023, worth a combined $193M — up 241% from $56.6M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OBIO and 13 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was RTW Investments, adding an estimated $47.7M. The largest seller was RA Capital Management, exiting entirely with an estimated $6.09M sold.

  • 22 institutional investors held Orchestra BioMed (OBIO) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $193M of Orchestra BioMed stock for Q1 2023, up 241% quarter-over-quarter.
  • 13 funds opened new Orchestra BioMed positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Orchestra BioMed buyer in Q1 2023 was RTW Investments, an estimated $47.7M added.
  • The largest Orchestra BioMed seller in Q1 2023 was RA Capital Management, an estimated $6.09M sold.

Based on aggregated 13F filings for Q1 2023.