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OBIO Institutional Ownership

Orchestra BioMed Holdings, Inc.
1W: +0.0% 1M: +20.2% 3M: +45.8% YTD: +38.0% 1Y: +133.3% 3Y: -25.0% 5Y: -40.1%
$5.95
-0.40 (-6.30%)
 
Weekly Expected Move ±8.8%
$5 $5 $6 $6 $7
NASDAQ · Healthcare · Biotechnology · Tech Score Buy · Power 69 · $356.3M mcap · 41M float · 0.831% daily turnover · Short 58% of daily vol

Institutional Ownership — OBIO

91
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$121M
Total Invested
26
New Positions
22
Increased
28
Reduced
13
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (103 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RTW INVESTMENTS, LP 9,556,063 $57M +1,250,000 +15.0% 14Q SEC ↗
2 PERCEPTIVE ADVISORS LLC 5,037,906 $30M — +0.0% 14Q SEC ↗
3 BlackRock, Inc. 2,510,387 $15M +1,874,673 +294.9% 8Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 2,022,916 $12M -181,403 -8.2% 2Q SEC ↗
5 GEODE CAPITAL MANAGEMENT, LLC 1,007,908 $6M +522,416 +107.6% 14Q SEC ↗
6 Alyeska Investment Group, L.P. 1,000,000 $6M — +0.0% 4Q SEC ↗
7 Propel Bio Management, LLC 896,701 $5M — +0.0% 2Q SEC ↗
8 UBS AM, a distinct business unit of UB NEW 642,154 $4M — +0.0% 1Q SEC ↗
9 STATE STREET CORP 516,050 $3M +346,640 +204.6% 14Q SEC ↗
10 RICE HALL JAMES & ASSOCIATES, LLC 424,000 $3M +404,999 +2131.5% 2Q SEC ↗
11 CHARLES SCHWAB INVESTMENT MANAGEMENT I 349,544 $2M +84,045 +31.7% 14Q SEC ↗
12 Sixth Street Partners Management Compa NEW 349,544 $2M — +0.0% 1Q SEC ↗
13 NORTHERN TRUST CORP 343,640 $2M +225,366 +190.5% 14Q SEC ↗
14 UBS Group AG 325,773 $2M +275,463 +547.5% 13Q SEC ↗
15 VANGUARD FIDUCIARY TRUST CO 292,253 $2M +57,039 +24.2% 2Q SEC ↗
16 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 274,973 $2M — +0.0% 1Q SEC ↗
17 Knott David M Jr 253,651 $2M — +0.0% 5Q SEC ↗
18 Flat Footed LLC NEW 251,372 $1M — +0.0% 1Q SEC ↗
19 Simplify Asset Management Inc. 219,387 $1M — +0.0% 2Q SEC ↗
20 GOLDMAN SACHS GROUP INC 179,606 $1M +24,364 +15.7% 8Q SEC ↗
21 DAFNA Capital Management LLC 126,841 $755K — +0.0% 4Q SEC ↗
22 Daytona Street Capital LLC 96,398 $574K +43,798 +83.3% 3Q SEC ↗
23 RENAISSANCE TECHNOLOGIES LLC 90,000 $536K +19,100 +26.9% 5Q SEC ↗
24 IFP Advisors, Inc 89,608 $533K -9,279 -9.4% 14Q SEC ↗
25 Bank of New York Mellon Corp NEW 86,103 $512K — +0.0% 1Q SEC ↗
26 BRIDGEWAY CAPITAL MANAGEMENT, LLC 80,600 $480K +10,000 +14.2% 5Q SEC ↗
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 65,804 $392K -31,717 -32.5% 7Q SEC ↗
28 CITADEL ADVISORS LLC 56,191 $334K -22,994 -29.0% 8Q SEC ↗
29 Nuveen, LLC NEW 52,118 $310K — +0.0% 1Q SEC ↗
30 Holos Integrated Wealth LLC 51,595 $307K — +0.0% 7Q SEC ↗
31 NewEdge Advisors, LLC 44,083 $262K — +0.0% 5Q SEC ↗
32 Y-Intercept (Hong Kong) Ltd NEW 43,486 $259K — +0.0% 1Q SEC ↗
33 DEUTSCHE BANK AG NEW 39,672 $236K — +0.0% 1Q SEC ↗
34 XTX Topco Ltd NEW 38,814 $231K — +0.0% 1Q SEC ↗
35 WELLS FARGO & COMPANY/MN NEW 36,356 $216K — +0.0% 1Q SEC ↗
36 HighTower Advisors, LLC 35,375 $210K +17,100 +93.6% 12Q SEC ↗
37 Affinity Asset Advisors, LLC 33,400 $199K -369,150 -91.7% 4Q SEC ↗
38 PRICE T ROWE ASSOCIATES INC /MD NEW 32,689 $194K — +0.0% 1Q SEC ↗
39 RHUMBLINE ADVISERS NEW 31,940 $190K — +0.0% 1Q SEC ↗
40 Meramec Financial Planners, LLC 30,000 $178K — +0.0% 3Q SEC ↗
41 MORGAN STANLEY 29,160 $174K -6,479 -18.2% 14Q SEC ↗
42 ALGERT GLOBAL LLC 28,486 $169K +13,830 +94.4% 2Q SEC ↗
43 AXQ CAPITAL, LP NEW 25,448 $151K — +0.0% 1Q SEC ↗
44 Invesco Ltd. NEW 24,689 $147K — +0.0% 1Q SEC ↗
45 MetLife Investment Management, LLC NEW 23,994 $143K — +0.0% 1Q SEC ↗
46 BANK OF AMERICA CORP /DE 23,822 $142K -28,939 -54.8% 13Q SEC ↗
47 TWO SIGMA INVESTMENTS, LP 22,563 $134K -37,544 -62.5% 3Q SEC ↗
48 CANADA PENSION PLAN INVESTMENT BOARD 21,100 $126K +9,800 +86.7% 3Q SEC ↗
49 JPMORGAN CHASE & CO 20,880 $124K +16,622 +390.4% 13Q SEC ↗
50 NEW YORK STATE COMMON RETIREMENT FUND NEW 20,400 $121K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
BlackRock, Inc. +1,874,673 +294.9% 2,510,387
RTW INVESTMENTS, LP +1,250,000 +15.0% 9,556,063
GEODE CAPITAL MANAGEMENT, LLC +522,416 +107.6% 1,007,908
RICE HALL JAMES & ASSOCIATES, LLC +404,999 +2131.5% 424,000
STATE STREET CORP +346,640 +204.6% 516,050
UBS Group AG +275,463 +547.5% 325,773
NORTHERN TRUST CORP +225,366 +190.5% 343,640
CHARLES SCHWAB INVESTMENT MANAGEMEN +84,045 +31.7% 349,544
VANGUARD FIDUCIARY TRUST CO +57,039 +24.2% 292,253
Daytona Street Capital LLC +43,798 +83.3% 96,398
GOLDMAN SACHS GROUP INC +24,364 +15.7% 179,606
RENAISSANCE TECHNOLOGIES LLC +19,100 +26.9% 90,000
HighTower Advisors, LLC +17,100 +93.6% 35,375
JPMORGAN CHASE & CO +16,622 +390.4% 20,880
ALGERT GLOBAL LLC +13,830 +94.4% 28,486
BRIDGEWAY CAPITAL MANAGEMENT, LLC +10,000 +14.2% 80,600
CANADA PENSION PLAN INVESTMENT BOAR +9,800 +86.7% 21,100
BNP PARIBAS FINANCIAL MARKETS +6,758 +464.1% 8,214
Tower Research Capital LLC (TRC) +3,054 +558.3% 3,601
ROYAL BANK OF CANADA +1,002 +116.4% 1,863
Biggest Decreases (15)
HolderReducedChange %Total Shares
Affinity Asset Advisors, LLC -369,150 -91.7% 33,400
VANGUARD CAPITAL MANAGEMENT LLC -181,403 -8.2% 2,022,916
BARCLAYS PLC -45,824 -77.2% 13,518
JANE STREET GROUP, LLC -40,320 -72.4% 15,360
TWO SIGMA INVESTMENTS, LP -37,544 -62.5% 22,563
SUSQUEHANNA INTERNATIONAL GROUP, LL -31,717 -32.5% 65,804
BANK OF AMERICA CORP /DE -28,939 -54.8% 23,822
CITADEL ADVISORS LLC -22,994 -29.0% 56,191
FMR LLC -17,811 -98.5% 265
IFP Advisors, Inc -9,279 -9.4% 89,608
MORGAN STANLEY -6,479 -18.2% 29,160
CITIGROUP INC -5,364 -21.0% 20,165
China Universal Asset Management Co -490 -4.9% 9,530
Mirae Asset Global Investments Co., -267 -9.1% 2,678
GF FUND MANAGEMENT CO. LTD. -87 -6.9% 1,173

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms