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Orchestra BioMed

42 hedge funds and large institutions have $114M invested in Orchestra BioMed in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

51% more capital invested

Capital invested by funds: $75.5M → $114M (+$38.7M)

8% more funds holding

Funds holding: 3942 (+3)

6.48% more ownership

Funds ownership: 30.16%36.64% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
23
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$49M
PA
2
Perceptive Advisors
New York
$21.2M +$2.55M +379,221 +18%
BlackRock
3
BlackRock
New York
$11.6M +$3.19M +474,347 +55%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.9M +$7.09M +1,053,937 +548%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.45M -$154K -22,837 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.63M +$1.49M +220,949 +113%
BC
7
Boxer Capital
California
$2.08M -$79.4K -11,807 -5%
State Street
8
State Street
Massachusetts
$1.57M +$256K +38,044 +27%
Citadel Advisors
9
Citadel Advisors
Florida
$1.49M
Charles Schwab
10
Charles Schwab
California
$1.34M +$471K +70,117 +84%
Northern Trust
11
Northern Trust
Illinois
$1.26M +$597K +88,804 +159%
SFG
12
SVB Financial Group
Texas
$1.11M
TD Asset Management
13
TD Asset Management
Ontario, Canada
$808K +$312K +46,339 +100%
LM
14
Lasry Marc
$531K
AWA
15
Arkadios Wealth Advisors
Georgia
$450K +$347K +51,595 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$351K +$184K +27,344 +211%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$334K +$37.5K +5,571 +17%
Morgan Stanley
18
Morgan Stanley
New York
$151K +$95.7K +14,236 +470%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$110K +$85K +12,647 New
HighTower Advisors
20
HighTower Advisors
Illinois
$109K +$84K +12,500 New
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$101K +$1.03K +154 +1%
JP Morgan Chase
22
JP Morgan Chase
New York
$83.8K +$41.7K +6,202 +182%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$65.9K +$29.4K +4,379 +138%
UBS Group
24
UBS Group
Switzerland
$65.3K +$531 +79 +1%
AIG
25
American International Group
New York
$63.4K +$35.3K +5,255 +261%

OBIO Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q3 2023, worth a combined $114M — up 51% from $75.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OBIO positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.09M. The largest seller was Atika Capital Management, exiting entirely with an estimated $453K sold.

  • 42 institutional investors held Orchestra BioMed (OBIO) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $114M of Orchestra BioMed stock for Q3 2023, up 51% quarter-over-quarter.
  • 8 funds opened new Orchestra BioMed positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest Orchestra BioMed buyer in Q3 2023 was Vanguard Group, an estimated $7.09M added.
  • The largest Orchestra BioMed seller in Q3 2023 was Atika Capital Management, an estimated $453K sold.

Based on aggregated 13F filings for Q3 2023.