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Orchestra BioMed Holdings, Inc.

OBIO
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001814114

In the last 90 days, Orchestra BioMed Holdings, Inc. insiders filed 2 open-market purchases and 3 sales; 77 institutions reported holding it in 13F filings for Q2 2026, worth $119.4M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in Orchestra BioMed Holdings, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
+5 vs. Q3 2021
Shares held
12.8M
+633.0K (+5.2%) vs. Q3 2021
Total value
$129.0M
+$8.35M (+6.9%) vs. Q3 2021
New holders
9
11 more added
Sold out
4
5 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OBIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 53 institutions
Q1 2021: 46 institutionsQ2 2021: 51 institutionsQ3 2021: 48 institutionsQ4 2021: 53 institutionsQ1 2022: 59 institutionsQ2 2022: 62 institutionsQ3 2022: 23 institutionsQ4 2022: 24 institutionsQ1 2023: 22 institutionsQ2 2023: 39 institutionsQ3 2023: 42 institutionsQ4 2023: 39 institutionsQ1 2024: 43 institutionsQ2 2024: 47 institutionsQ3 2024: 48 institutionsQ4 2024: 54 institutionsQ1 2025: 56 institutionsQ2 2025: 59 institutionsQ3 2025: 52 institutionsQ4 2025: 63 institutionsQ1 2026: 65 institutionsQ2 2026: 77 institutions
Value heldQ4 2021: $129.0M
Q1 2021: $130.2MQ2 2021: $124.1MQ3 2021: $120.6MQ4 2021: $129.0MQ1 2022: $139.4MQ2 2022: $142.3MQ3 2022: $56.4MQ4 2022: $56.6MQ1 2023: $193.2MQ2 2023: $75.5MQ3 2023: $114.2MQ4 2023: $121.2MQ1 2024: $70.3MQ2 2024: $115.9MQ3 2024: $97.8MQ4 2024: $77.0MQ1 2025: $81.3MQ2 2025: $47.6MQ3 2025: $56.1MQ4 2025: $90.1MQ1 2026: $98.2MQ2 2026: $119.4M
Institutions holding OBIO and their total value by quarter
QuarterHoldersValue
Q2 202677$119.4M
Q1 202665$98.2M
Q4 202563$90.1M
Q3 202552$56.1M
Q2 202559$47.6M
Q1 202556$81.3M
Q4 202454$77.0M
Q3 202448$97.8M
Q2 202447$115.9M
Q1 202443$70.3M
Q4 202339$121.2M
Q3 202342$114.2M
Q2 202339$75.5M
Q1 202322$193.2M
Q4 202224$56.6M
Q3 202223$56.4M
Q2 202262$142.3M
Q1 202259$139.4M
Q4 202153$129.0M
Q3 202148$120.6M
Q2 202151$124.1M
Q1 202146$130.2M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q3 2021.

Institutions holding OBIO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP975,213$9.75M0.15%00.0%Unchanged
Adage Capital Partners GP, L.L.C.800,000$8.06M0.01%00.0%Unchanged
BlackRock Inc.797,348$8.04M0.00%00.0%Unchanged
Price T Rowe Associates Inc798,683$7.99M0.00%−9,082−1.1%Reduced
D. E. Shaw & Co., Inc.778,782$7.79M0.01%+526,264+208.4%Added
Putnam Investments LLC750,000$7.50M0.01%00.0%Unchanged
Ra Capital Management, L.P.625,000$6.30M0.11%00.0%Unchanged
Amitell Capital Pte Ltd600,139$6.05M4.20%+44,869+8.1%Added
OrbiMed Advisors LLC500,000$5.04M0.07%00.0%Unchanged
Perceptive Advisors LLC450,000$4.54M0.07%00.0%Unchanged
K2 Principal Fund, L.P.425,541$4.29M0.53%+5,192+1.2%Added
Woodline Partners LP403,699$4.07M0.06%00.0%Unchanged
Boxer Capital, LLC400,000$4.03M0.16%00.0%Unchanged
EcoR1 Capital, LLC400,000$4.03M0.13%00.0%Unchanged
Avidity Partners Management LP400,000$4.03M0.09%00.0%Unchanged
Acuta Capital Partners, LLC392,500$3.96M1.66%00.0%Unchanged
Murchinson Ltd.300,000$3.02M0.29%00.0%Unchanged
Affinity Asset Advisors, LLC300,000$3.00M1.28%00.0%Unchanged
Weiss Asset Management LP296,304$2.96M0.07%+180,482+155.8%Added
Citadel Advisors LLC263,281$2.63M0.00%+3,457+1.3%Added
Sio Capital Management, LLC250,000$2.52M0.77%00.0%Unchanged
Governors Lane LP250,000$2.52M0.18%00.0%Unchanged
Kohlberg Kravis Roberts & Co. L.P.168,985$1.70M0.01%+168,985New
Boothbay Fund Management, LLC165,891$1.67M0.06%−17,115−9.4%Reduced
Atw Spac Management LLC157,159$1.58M0.29%00.0%Unchanged
Bank of Montreal150,000$1.48M0.00%+150,000New
Millennium Management LLC119,970$1.21M0.00%+22,940+23.6%Added
Wellington Management Group LLP113,052$1.13M0.00%−392,383−77.6%Reduced
Berkley W R Corp108,849$1.10M0.06%00.0%Unchanged
Pura Vida Investments, LLC103,526$1.04M0.11%−2,776−2.6%Reduced
Marshall Wace, LLP80,467$803.0K0.00%+400+0.5%Added
Picton Mahoney Asset Management78,507$792.0K0.03%00.0%Unchanged
HBK Investments L P61,533$620.0K0.01%+61,533New
Dark Forest Capital Management LP54,395$548.0K0.20%+54,395New
Shaolin Capital Management LLC50,000$504.0K0.01%00.0%Unchanged
TD Asset Management Inc46,339$463.0K0.00%00.0%Unchanged
Magnetar Financial LLC41,298$413.0K0.00%+671+1.7%Added
Alyeska Investment Group, L.P.25,000$252.0K0.00%00.0%Unchanged
Nomura Holdings Inc20,502$204.0K0.00%+5,000+32.3%Added
Wolverine Asset Management LLC19,719$198.0K0.00%−2,000−9.2%Reduced
Sagefield Capital LP18,300$184.0K0.08%+18,300New
HRT Financial LP15,809$158.0K0.00%+15,809New
Geode Capital Management, LLC12,421$124.0K0.00%+2,033+19.6%Added
Basso Capital Management, L.P.10,500$106.0K0.01%00.0%Unchanged
683 Capital Management, LLC10,000$101.0K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC10,000$101.0K0.00%00.0%Unchanged
Altium Capital Management LP10,000$101.0K0.03%00.0%Unchanged
Cohanzick Management, LLC10,000$100.8K0.02%+10,000New
Pinz Capital Management, LP6,400$65.0K0.03%+6,400New
Ancora Advisors, LLC5,400$54.0K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC2,000$20.0K0.00%+2,000New
Morgan Stanley657$7.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)197$2.00K0.00%+50+34.0%Added
Ikarian Capital, LLC0$00.00%−197,173−100.0%Sold out
Athanor Capital, LP0$00.00%−21,757−100.0%Sold out
Harbour Investments, Inc.0$00.00%−3,000−100.0%Sold out
UBS Group AG0$00.00%−537−100.0%Sold out