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Orchestra BioMed
OBIO

Overview Fund Activity

43 hedge funds and large institutions have $70.3M invested in Orchestra BioMed in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 1 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
13
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PA
1
Perceptive Advisors
New York
$13.4M
2
IA
2
IFP Advisors
Florida
$312K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$280K
4
GWMR
4
GC Wealth Management RIA
Massachusetts
$117K
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.32M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.01M
2
Bank of America
2
Bank of America
North Carolina
$23.4K
3
Morgan Stanley
3
Morgan Stanley
New York
$98.4K
4
State Street
4
State Street
Massachusetts
$1.34M
5
BlackRock
5
BlackRock
New York
$7.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RI
1
RTW Investments
New York
$29.6M 5,620,640 – –
PA
2
Perceptive Advisors
New York
$13.4M 2,545,881 +113,792 +5%
BlackRock
3
BlackRock
New York
$7.6M 1,441,189 -27,579 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.47M 1,228,347 +1,065 +0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.01M 571,075 -51,533 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.32M 440,098 +14,349 +3%
State Street
7
State Street
Massachusetts
$1.34M 254,947 -30,963 -11%
BC
8
Boxer Capital
California
$1.26M 238,193 – –
Charles Schwab
9
Charles Schwab
California
$947K 179,710 +4,165 +2%
Northern Trust
10
Northern Trust
Illinois
$738K 140,037 -2,842 -2%
SFG
11
SVB Financial Group
Texas
$670K 127,068 – –
TD Asset Management
12
TD Asset Management
Ontario, Canada
$488K 92,678 – –
LM
13
Lasry Marc
$321K 60,869 – –
IA
14
IFP Advisors
Florida
$312K 59,122 +54,992 +1,332%
HighTower Advisors
15
HighTower Advisors
Illinois
$280K 53,000 +37,000 +231%
AWA
16
Arkadios Wealth Advisors
Georgia
$272K 51,595 – –
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K 38,837 -1,105 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$173K 32,776 -14,454 -31%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$118K 22,296 +10,290 +86%
GWMR
20
GC Wealth Management RIA
Massachusetts
$117K 22,261 +22,261 New
Morgan Stanley
21
Morgan Stanley
New York
$98.4K 18,672 -32,890 -64%
UBS Group
22
UBS Group
Switzerland
$77.6K 14,726 +1,294 +10%
Barclays
23
Barclays
United Kingdom
$55K 10,448 -9,693 -48%
SEI Investments
24
SEI Investments
Pennsylvania
$54.2K 10,290 +10,290 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$47.6K 9,034 +606 +7%
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