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Orchestra BioMed

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

10% more funds holding

Funds holding: 3943 (+4)

0.11% more ownership

Funds ownership: 37.2%37.31% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

42% less capital invested

Capital invested by funds: $121M → $70.3M (-$51.1M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$29.6M
PA
2
Perceptive Advisors
New York
$13.4M +$771K +113,792 +5%
BlackRock
3
BlackRock
New York
$7.6M -$187K -27,579 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.47M +$7.22K +1,065 +0.1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.01M -$349K -51,533 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.32M +$97.2K +14,349 +3%
State Street
7
State Street
Massachusetts
$1.34M -$210K -30,963 -11%
BC
8
Boxer Capital
California
$1.26M
Charles Schwab
9
Charles Schwab
California
$947K +$28.2K +4,165 +2%
Northern Trust
10
Northern Trust
Illinois
$738K -$19.3K -2,842 -2%
SFG
11
SVB Financial Group
Texas
$670K
TD Asset Management
12
TD Asset Management
Ontario, Canada
$488K
LM
13
Lasry Marc
$321K
IA
14
IFP Advisors
Florida
$312K +$373K +54,992 +1,332%
HighTower Advisors
15
HighTower Advisors
Illinois
$280K +$251K +37,000 +231%
AWA
16
Arkadios Wealth Advisors
Georgia
$272K
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$7.49K -1,105 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$173K -$97.9K -14,454 -31%
N
19
Nuveen
North Carolina
$118K +$69.7K +10,290 +86%
GWMR
20
GC Wealth Management RIA
Massachusetts
$117K +$151K +22,261 New
Morgan Stanley
21
Morgan Stanley
New York
$98.4K -$223K -32,890 -64%
UBS Group
22
UBS Group
Switzerland
$77.6K +$8.77K +1,294 +10%
Barclays
23
Barclays
United Kingdom
$55.1K -$65.7K -9,693 -48%
SEI Investments
24
SEI Investments
Pennsylvania
$54.2K +$69.7K +10,290 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$47.6K +$4.11K +606 +7%

OBIO Hedge Fund Activity: Q1 2024 in Review

43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q1 2024, worth a combined $70.3M — down 42% from $121M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OBIO positions and 1 closed out — a net gain of 4 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Perceptive Advisors, adding an estimated $771K. The largest seller was T. Rowe Price Associates, cutting an estimated $349K.

  • 43 institutional investors held Orchestra BioMed (OBIO) as of Q1 2024, up from 39 in Q4 2023.
  • Funds reported $70.3M of Orchestra BioMed stock for Q1 2024, down 42% quarter-over-quarter.
  • 5 funds opened new Orchestra BioMed positions in Q1 2024 and 1 closed out, a net change of +4 holders.
  • The largest Orchestra BioMed buyer in Q1 2024 was Perceptive Advisors, an estimated $771K added.
  • The largest Orchestra BioMed seller in Q1 2024 was T. Rowe Price Associates, an estimated $349K sold.

Based on aggregated 13F filings for Q1 2024.