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 2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $119.4M |
| Q1 2026 | 65 | $98.2M |
| Q4 2025 | 63 | $90.1M |
| Q3 2025 | 52 | $56.1M |
| Q2 2025 | 59 | $47.6M |
| Q1 2025 | 56 | $81.3M |
| Q4 2024 | 54 | $77.0M |
| Q3 2024 | 48 | $97.8M |
| Q2 2024 | 47 | $115.9M |
| Q1 2024 | 43 | $70.3M |
| Q4 2023 | 39 | $121.2M |
| Q3 2023 | 42 | $114.2M |
| Q2 2023 | 39 | $75.5M |
| Q1 2023 | 22 | $193.2M |
| Q4 2022 | 24 | $56.6M |
| Q3 2022 | 23 | $56.4M |
| Q2 2022 | 62 | $142.3M |
| Q1 2022 | 59 | $139.4M |
| Q4 2021 | 53 | $129.0M |
| Q3 2021 | 48 | $120.6M |
| Q2 2021 | 51 | $124.1M |
| Q1 2021 | 46 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 197 | $2.00K | 0.00% | +50+34.0% | Added |
| Morgan Stanley | 657 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Ancora Advisors, LLC | 5,400 | $54.0K | 0.00% | 00.0% | Unchanged |
| Pinz Capital Management, LP | 6,400 | $65.0K | 0.03% | +6,400 | New |
| Cohanzick Management, LLC | 10,000 | $100.8K | 0.02% | +10,000 | New |
| 683 Capital Management, LLC | 10,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 10,000 | $101.0K | 0.00% | 00.0% | Unchanged |
| Altium Capital Management LP | 10,000 | $101.0K | 0.03% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 10,500 | $106.0K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 12,421 | $124.0K | 0.00% | +2,033+19.6% | Added |
| HRT Financial LP | 15,809 | $158.0K | 0.00% | +15,809 | New |
| Sagefield Capital LP | 18,300 | $184.0K | 0.08% | +18,300 | New |
| Wolverine Asset Management LLC | 19,719 | $198.0K | 0.00% | −2,000−9.2% | Reduced |
| Nomura Holdings Inc | 20,502 | $204.0K | 0.00% | +5,000+32.3% | Added |
| Alyeska Investment Group, L.P. | 25,000 | $252.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 41,298 | $413.0K | 0.00% | +671+1.7% | Added |
| TD Asset Management Inc | 46,339 | $463.0K | 0.00% | 00.0% | Unchanged |
| Shaolin Capital Management LLC | 50,000 | $504.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 54,395 | $548.0K | 0.20% | +54,395 | New |
| HBK Investments L P | 61,533 | $620.0K | 0.01% | +61,533 | New |
| Picton Mahoney Asset Management | 78,507 | $792.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 80,467 | $803.0K | 0.00% | +400+0.5% | Added |
| Pura Vida Investments, LLC | 103,526 | $1.04M | 0.11% | −2,776−2.6% | Reduced |
| Berkley W R Corp | 108,849 | $1.10M | 0.06% | 00.0% | Unchanged |
| Wellington Management Group LLP | 113,052 | $1.13M | 0.00% | −392,383−77.6% | Reduced |
| Millennium Management LLC | 119,970 | $1.21M | 0.00% | +22,940+23.6% | Added |
| Bank of Montreal | 150,000 | $1.48M | 0.00% | +150,000 | New |
| Atw Spac Management LLC | 157,159 | $1.58M | 0.29% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 165,891 | $1.67M | 0.06% | −17,115−9.4% | Reduced |
| Kohlberg Kravis Roberts & Co. L.P. | 168,985 | $1.70M | 0.01% | +168,985 | New |
| Sio Capital Management, LLC | 250,000 | $2.52M | 0.77% | 00.0% | Unchanged |
| Governors Lane LP | 250,000 | $2.52M | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 263,281 | $2.63M | 0.00% | +3,457+1.3% | Added |
| Weiss Asset Management LP | 296,304 | $2.96M | 0.07% | +180,482+155.8% | Added |
| Affinity Asset Advisors, LLC | 300,000 | $3.00M | 1.28% | 00.0% | Unchanged |
| Murchinson Ltd. | 300,000 | $3.02M | 0.29% | 00.0% | Unchanged |
| Acuta Capital Partners, LLC | 392,500 | $3.96M | 1.66% | 00.0% | Unchanged |
| Boxer Capital, LLC | 400,000 | $4.03M | 0.16% | 00.0% | Unchanged |
| EcoR1 Capital, LLC | 400,000 | $4.03M | 0.13% | 00.0% | Unchanged |
| Avidity Partners Management LP | 400,000 | $4.03M | 0.09% | 00.0% | Unchanged |
| Woodline Partners LP | 403,699 | $4.07M | 0.06% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 425,541 | $4.29M | 0.53% | +5,192+1.2% | Added |
| Perceptive Advisors LLC | 450,000 | $4.54M | 0.07% | 00.0% | Unchanged |
| OrbiMed Advisors LLC | 500,000 | $5.04M | 0.07% | 00.0% | Unchanged |
| Amitell Capital Pte Ltd | 600,139 | $6.05M | 4.20% | +44,869+8.1% | Added |
| Ra Capital Management, L.P. | 625,000 | $6.30M | 0.11% | 00.0% | Unchanged |
| Putnam Investments LLC | 750,000 | $7.50M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 778,782 | $7.79M | 0.01% | +526,264+208.4% | Added |
| Price T Rowe Associates Inc | 798,683 | $7.99M | 0.00% | −9,082−1.1% | Reduced |
| BlackRock Inc. | 797,348 | $8.04M | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 800,000 | $8.06M | 0.01% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 975,213 | $9.75M | 0.15% | 00.0% | Unchanged |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −197,173−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −21,757−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −537−100.0% | Sold out |