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Orchestra BioMed

48 hedge funds and large institutions have $97.8M invested in Orchestra BioMed in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10.57% more ownership

Funds ownership: 39.72%50.29% (+11%)

2% more funds holding

Funds holding: 4748 (+1)

16% less capital invested

Capital invested by funds: $116M → $97.8M (-$18.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
21
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$42.2M +$16.9M +2,585,519 +46%
PA
2
Perceptive Advisors
New York
$23.6M +$13.4M +2,046,675 +80%
BlackRock
3
BlackRock
New York
$9.98M +$506K +77,418 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.73M +$136K +20,822 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.92M +$71.9K +11,002 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$2.64M -$262K -40,040 -7%
State Street
7
State Street
Massachusetts
$2.21M +$309K +47,308 +12%
BC
8
Boxer Capital
California
$1.22M
Northern Trust
9
Northern Trust
Illinois
$1.19M +$573K +87,749 +61%
Charles Schwab
10
Charles Schwab
California
$1.12M +$53K +8,107 +4%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$465K
IA
12
IFP Advisors
Florida
$407K +$26.7K +4,081 +5%
LM
13
Lasry Marc
$313K
Morgan Stanley
14
Morgan Stanley
New York
$306K +$242K +37,074 +165%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$270K -$119K -18,192 -26%
HighTower Advisors
16
HighTower Advisors
Illinois
$263K
Goldman Sachs
17
Goldman Sachs
New York
$216K +$275K +42,039 New
N
18
Nuveen
North Carolina
$214K
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171K -$57.3K -8,777 -21%
Barclays
20
Barclays
United Kingdom
$163K +$153K +23,448 +281%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$152K +$20.3K +3,108 +12%
Citadel Advisors
22
Citadel Advisors
Florida
$103K +$131K +20,115 New
Jane Street
23
Jane Street
New York
$98K -$30.8K -4,712 -20%
Citigroup
24
Citigroup
New York
$86.6K +$76.4K +11,698 +227%
Bank of America
25
Bank of America
North Carolina
$86.1K +$6.36K +974 +6%

OBIO Hedge Fund Activity: Q3 2024 in Review

48 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q3 2024, worth a combined $97.8M — down 16% from $116M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OBIO positions and 5 closed out — a net gain of 1 holder — while 21 added to existing stakes and 10 trimmed.

The largest buyer was RTW Investments, adding an estimated $16.9M. The largest seller was SVB Financial Group, exiting entirely with an estimated $1.04M sold.

  • 48 institutional investors held Orchestra BioMed (OBIO) as of Q3 2024, up from 47 in Q2 2024.
  • Funds reported $97.8M of Orchestra BioMed stock for Q3 2024, down 16% quarter-over-quarter.
  • 6 funds opened new Orchestra BioMed positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest Orchestra BioMed buyer in Q3 2024 was RTW Investments, an estimated $16.9M added.
  • The largest Orchestra BioMed seller in Q3 2024 was SVB Financial Group, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2024.