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Orchestra BioMed

39 hedge funds and large institutions have $121M invested in Orchestra BioMed in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

6% more capital invested

Capital invested by funds: $114M → $121M (+$7.21M)

0.57% more ownership

Funds ownership: 36.64%37.2% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 4239 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
18
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$51.3M
PA
2
Perceptive Advisors
New York
$22.2M
BlackRock
3
BlackRock
New York
$13.4M +$948K +138,854 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.2M -$129K -18,827 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.68M -$13.7K -2,012 -0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.89M +$68.6K +10,044 +2%
State Street
7
State Street
Massachusetts
$2.61M +$724K +106,029 +59%
BC
8
Boxer Capital
California
$2.17M
Charles Schwab
9
Charles Schwab
California
$1.6M +$149K +21,781 +14%
Northern Trust
10
Northern Trust
Illinois
$1.3M -$11.1K -1,632 -1%
SFG
11
SVB Financial Group
Texas
$1.16M
TD Asset Management
12
TD Asset Management
Ontario, Canada
$846K
LM
13
Lasry Marc
$556K
AWA
14
Arkadios Wealth Advisors
Georgia
$471K
Morgan Stanley
15
Morgan Stanley
New York
$471K +$234K +34,298 +199%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$431K +$47.4K +6,940 +17%
Bank of America
17
Bank of America
North Carolina
$415K +$266K +39,033 +610%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K +$10.8K +1,588 +4%
Barclays
19
Barclays
United Kingdom
$184K +$116K +16,988 +539%
HighTower Advisors
20
HighTower Advisors
Illinois
$146K +$23.9K +3,500 +28%
UBS Group
21
UBS Group
Switzerland
$123K +$40.5K +5,938 +79%
N
22
Nuveen
North Carolina
$110K +$82K +12,006 New
Citadel Advisors
23
Citadel Advisors
Florida
$92.3K -$1.09M -160,309 -94%
JP Morgan Chase
24
JP Morgan Chase
New York
$87.7K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$76.9K +$5.97K +874 +12%

OBIO Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q4 2023, worth a combined $121M — up 6.3% from $114M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OBIO and 2 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $948K. The largest seller was Citadel Advisors, cutting an estimated $1.09M.

  • 39 institutional investors held Orchestra BioMed (OBIO) as of Q4 2023, down from 42 in Q3 2023.
  • Funds reported $121M of Orchestra BioMed stock for Q4 2023, up 6.3% quarter-over-quarter.
  • 2 funds opened new Orchestra BioMed positions in Q4 2023 and 5 closed out, a net change of -3 holders.
  • The largest Orchestra BioMed buyer in Q4 2023 was BlackRock, an estimated $948K added.
  • The largest Orchestra BioMed seller in Q4 2023 was Citadel Advisors, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.