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Orchestra BioMed

54 hedge funds and large institutions have $77M invested in Orchestra BioMed in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

13% more funds holding

Funds holding: 4854 (+6)

0.35% more ownership

Funds ownership: 50.29%50.65% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less capital invested

Capital invested by funds: $97.8M → $77M (-$20.8M)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RI
1
RTW Investments
New York
$32.8M +$16 +3 +0%
PA
2
Perceptive Advisors
New York
$18.4M
BlackRock
3
BlackRock
New York
$7.92M +$196K +36,439 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.27M +$41.7K +7,767 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.29M +$28K +5,222 +0.9%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.95M -$137K -25,493 -5%
State Street
7
State Street
Massachusetts
$1.79M +$97.2K +18,099 +4%
BCM
8
Boxer Capital Management
California
$953K +$1.28M +238,193 New
Northern Trust
9
Northern Trust
Illinois
$947K +$30.8K +5,725 +2%
Charles Schwab
10
Charles Schwab
California
$875K +$8.85K +1,647 +0.8%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$371K
IA
12
IFP Advisors
Florida
$314K -$4.02K -749 -0.9%
HighTower Advisors
13
HighTower Advisors
Illinois
$274K +$94K +17,500 +34%
Goldman Sachs
14
Goldman Sachs
New York
$249K +$108K +20,098 +48%
LM
15
Lasry Marc
$243K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$211K +$1.69K +315 +0.6%
Morgan Stanley
17
Morgan Stanley
New York
$207K -$42.6K -7,939 -13%
HIW
18
Holos Integrated Wealth
Pennsylvania
$206K +$277K +51,595 New
JP Morgan Chase
19
JP Morgan Chase
New York
$198K +$207K +38,535 +355%
N
20
Nuveen
North Carolina
$167K
Barclays
21
Barclays
United Kingdom
$151K +$32.2K +6,001 +19%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K +$19.9K +3,704 +11%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$123K +$6.42K +1,196 +4%
UBS Group
24
UBS Group
Switzerland
$96.3K +$67.6K +12,583 +110%
Bank of America
25
Bank of America
North Carolina
$95.1K +$37.8K +7,036 +42%

OBIO Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Orchestra BioMed (OBIO) for Q4 2024, worth a combined $77M — down 21% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OBIO positions and 4 closed out — a net gain of 6 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $207K. The largest seller was T. Rowe Price Associates, cutting an estimated $137K.

  • 54 institutional investors held Orchestra BioMed (OBIO) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $77M of Orchestra BioMed stock for Q4 2024, down 21% quarter-over-quarter.
  • 10 funds opened new Orchestra BioMed positions in Q4 2024 and 4 closed out, a net change of +6 holders.
  • The largest Orchestra BioMed buyer in Q4 2024 was JP Morgan Chase, an estimated $207K added.
  • The largest Orchestra BioMed seller in Q4 2024 was T. Rowe Price Associates, an estimated $137K sold.

Based on aggregated 13F filings for Q4 2024.