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Bio-Techne

529 hedge funds and large institutions have $10.4B invested in Bio-Techne in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 176 increasing their positions, 214 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $10.3M

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding

Funds holding: 528529 (+1)

0.18% more ownership

Funds ownership: 96.01%96.19% (+0.18%)

16% less capital invested

Capital invested by funds: $12.3B → $10.4B (-$1.97B)

18% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 214

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
529
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.4%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
60
Increased
176
Reduced
214
Closed
56
Calls
$19.6M
Puts
$10.3M
Net Calls
+$9.3M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
476
Private Trust Company
Ohio
$9.39K
QC
477
Quent Capital
New York
$9.26K
BWL
478
Bogart Wealth LLC
Virginia
$7.69K
AF
479
Allworth Financial
California
$7.29K -$16.1K -204 -66%
VNA
480
Valley National Advisers
Pennsylvania
$7K +$7.9K +100 +1,000%
WTG
481
West Tower Group
Virginia
$6.4K +$7.43K +94 New
OC
482
Oakworth Capital
Alabama
$5.99K
RTL
483
Red Tortoise LLC
Georgia
$5.99K
CWP
484
Concord Wealth Partners
Virginia
$5.72K
TPCW
485
TD Private Client Wealth
New York
$5.45K -$2.61K -33 -29%
JWM
486
Janiczek Wealth Management
Colorado
$4.9K
PP
487
PFS Partners
New Jersey
$4.5K
IG
488
ING Group
Netherlands
$4.42K -$145K -1,835 -97%
CTWM
489
Cherry Tree Wealth Management
Minnesota
$4.36K
JWA
490
JFS Wealth Advisors
Pennsylvania
$4.36K +$711 +9 +16%
TSWM
491
Tyler-Stone Wealth Management
Ohio
$4K
BTI
492
Blue Trust Inc
Georgia
$4K +$3K +38 +253%
GFPC
493
Global Financial Private Client
Florida
$3.76K
AWM
494
Abound Wealth Management
Tennessee
$3.75K
CP
495
Castleview Partners
Texas
$3.74K +$4.34K +55 New
SA
496
SRH Advisors
Kansas
$3.54K
GWSG
497
GPS Wealth Strategies Group
Colorado
$3.4K
WTA
498
Washington Trust Advisors
Massachusetts
$3.4K
UB
499
UMB Bank
Missouri
$3.27K
GBT
500
Grove Bank & Trust
Florida
$3.13K +$3.63K +46 New