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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, Q1 2022

Institutional positions in Orchestra BioMed Holdings, Inc. as of Mar 31, 2022. 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
59
+6 vs. Q4 2021
Shares held
14.1M
+1.24M (+9.6%) vs. Q4 2021
Total value
$139.4M
+$10.5M (+8.1%) vs. Q4 2021
New holders
14
10 more added
Sold out
8
6 more reduced

Compare with Q4 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 holdersQ1 2022: 59 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 heldQ1 2022: $139.4M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Orchestra BioMed Holdings, Inc.; share changes are against Q4 2021.

Institutions holding OBIO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP975,213$9.66M0.14%00.0%Unchanged
D. E. Shaw & Co., Inc.886,901$8.79M0.01%+108,119+13.9%Added
Adage Capital Partners GP, L.L.C.800,000$7.93M0.02%00.0%Unchanged
BlackRock Inc.795,140$7.88M0.00%−2,208−0.3%Reduced
Price T Rowe Associates Inc794,078$7.87M0.00%−4,605−0.6%Reduced
Saba Capital Management, L.P.737,488$7.31M0.12%+737,488New
Ra Capital Management, L.P.625,000$6.19M0.14%00.0%Unchanged
Amitell Capital Pte Ltd600,139$5.95M4.31%00.0%Unchanged
Sculptor Capital LP491,198$4.87M0.04%+491,198New
Perceptive Advisors LLC450,000$4.46M0.09%00.0%Unchanged
Radcliffe Capital Management, L.P.407,274$4.04M0.13%+407,274New
Woodline Partners LP403,699$4.00M0.07%00.0%Unchanged
Boxer Capital, LLC400,000$3.96M0.20%00.0%Unchanged
EcoR1 Capital, LLC400,000$3.96M0.12%00.0%Unchanged
Avidity Partners Management LP400,000$3.96M0.09%00.0%Unchanged
Acuta Capital Partners, LLC392,500$3.89M1.85%00.0%Unchanged
Centiva Capital, LP334,829$3.32M0.19%+334,829New
Berkley W R Corp308,849$3.06M0.16%+200,000+183.7%Added
Affinity Asset Advisors, LLC300,000$2.97M1.18%00.0%Unchanged
Weiss Asset Management LP296,304$2.94M0.07%00.0%Unchanged
Citadel Advisors LLC261,594$2.59M0.00%−1,687−0.6%Reduced
Sio Capital Management, LLC250,000$2.48M1.00%00.0%Unchanged
Governors Lane LP250,000$2.48M0.19%00.0%Unchanged
Kohlberg Kravis Roberts & Co. L.P.248,941$2.47M0.02%+79,956+47.3%Added
Boothbay Fund Management, LLC205,910$2.04M0.07%+40,019+24.1%Added
Bank of Montreal200,000$1.99M0.00%+50,000+33.3%Added
Shaolin Capital Management LLC200,000$1.98M0.05%+150,000+300.0%Added
Atw Spac Management LLC191,659$1.90M0.27%+34,500+22.0%Added
Karpus Management, Inc.161,000$1.60M0.05%+161,000New
LMR Partners LLP145,108$1.44M0.02%+145,108New
Logan Stone Capital, LLC127,730$1.27M0.91%+127,730New
Pura Vida Investments, LLC104,026$1.03M0.12%+500+0.5%Added
Murchinson Ltd.100,115$992.0K0.19%−199,885−66.6%Reduced
Cowen Investment Management LLC100,000$991.0K0.21%+100,000New
Marshall Wace, LLP80,467$798.0K0.00%00.0%Unchanged
Picton Mahoney Asset Management78,507$778.0K0.03%00.0%Unchanged
HBK Investments L P61,533$610.0K0.01%00.0%Unchanged
Millennium Management LLC59,599$591.0K0.00%−60,371−50.3%Reduced
Goldman Sachs Group Inc58,336$578.0K0.00%+58,336New
HRT Financial LP49,958$495.0K0.00%+34,149+216.0%Added
Spring Creek Capital LLC46,394$460.0K0.02%+46,394New
TD Asset Management Inc46,339$459.0K0.00%00.0%Unchanged
Arena Investors LP43,526$431.0K0.28%+43,526New
Magnetar Financial LLC41,298$409.0K0.00%00.0%Unchanged
Alyeska Investment Group, L.P.25,000$248.0K0.00%00.0%Unchanged
Nomura Holdings Inc20,502$204.0K0.00%00.0%Unchanged
Caas Capital Management LP20,300$201.0K0.04%+20,300New
Sagefield Capital LP18,300$181.0K0.08%00.0%Unchanged
Dark Forest Capital Management LP17,351$172.0K0.04%−37,044−68.1%Reduced
Geode Capital Management, LLC12,421$123.0K0.00%00.0%Unchanged
683 Capital Management, LLC10,000$99.0K0.01%00.0%Unchanged
Rivernorth Capital Management, LLC10,000$99.0K0.00%00.0%Unchanged
Altium Capital Management LP10,000$99.0K0.03%00.0%Unchanged
Cohanzick Management, LLC10,000$99.0K0.02%00.0%Unchanged
Lenox Wealth Advisors, LLC2,000$20.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,085$11.0K0.00%+888+450.8%Added
Morgan Stanley657$7.00K0.00%00.0%Unchanged
Context Capital Management, LLC308$3.00K0.00%+308New
UBS Group AG57$1.00K0.00%+57New
Putnam Investments LLC0$00.00%−750,000−100.0%Sold out
OrbiMed Advisors LLC0$00.00%−500,000−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−425,541−100.0%Sold out
Wellington Management Group LLP0$00.00%−113,052−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−19,719−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−10,500−100.0%Sold out
Pinz Capital Management, LP0$00.00%−6,400−100.0%Sold out
Ancora Advisors, LLC0$00.00%−5,400−100.0%Sold out