Orchestra BioMed Ownership 2024 | Who Owns Orchestra BioMed Now?


OverviewRevenueFinancialsChart

Institutional Ownership

60.10%

Insider Ownership

22.63%

Retail Ownership

17.27%

Institutional Holders

22.00

Orchestra BioMed Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
T. Rowe Price Health Sciences Fund, Inc.0.12%399,712-60,229-13.09%Mar 31, 2024
BlackRock Health Sciences Trust II0.09%233,344--Mar 31, 2024
BlackRock Health Sciences Trust0.07%18,076--Mar 31, 2024
T. Rowe Price Equity Series, Inc.0.02%24,783--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%24,708--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,933--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%1,112,731-426,471-27.71%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%39,198--Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,396--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%13,174-778-5.58%Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%8,414--Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%6,693--Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%5,178-1,164-18.35%Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%748--Mar 31, 2024
Global X Funds0.00%4,591--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%5,400--Mar 31, 2024
ALLSPRING MASTER TRUST0.00%4,904--Feb 29, 2024
THRIVENT SERIES FUND INC0.00%7,296--Mar 28, 2024
BLACKROCK FUNDS0.00%262,308--Feb 29, 2024
NORTHERN FUNDS0.00%4,988-2,127-29.89%Mar 28, 2024
EQ ADVISORS TRUST0.00%36,543-701-1.88%Mar 31, 2024
iSHARES TRUST0.00%480,282-27,596-5.43%Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%1,999--Mar 31, 2024
PENN SERIES FUNDS INC0.00%300-500-62.50%Mar 28, 2024
USAA MUTUAL FUNDS TRUST0.00%2,396--Jan 31, 2024
ProFunds0.00%113-10-8.13%Mar 31, 2024
RYDEX SERIES FUNDS0.00%38--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%1,006-100-9.04%Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%19,629-1,105-5.33%Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%90111614.78%Jan 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%13,100--Mar 31, 2024
PACIFIC SELECT FUND0.00%17,537--Mar 31, 2024
RYDEX DYNAMIC FUNDS0.00%19--Dec 31, 2023
SUNAMERICA SERIES TRUST0.00%1,651-6-0.36%Jan 31, 2024
TIAA-CREF FUNDS0.00%12,0066,196106.64%Jan 31, 2024
FIDELITY SALEM STREET TRUST0.00%7,4711,11317.51%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%2--Dec 31, 2023
John Hancock Funds II0.00%19,166--Feb 29, 2024
SPDR SERIES TRUST0.00%29,328-543-1.82%Mar 31, 2024
Bridge Builder Trust0.00%2,453--Mar 31, 2024
BlackRock Variable Series Funds, Inc.0.00%1,709--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%1,83221113.02%Jan 31, 2024

Orchestra BioMed's largest mutual fund holder by % of total assets is "T. Rowe Price Health Sciences Fund, Inc.", owning 399.71K shares, compromising 0.12% of its total assets.

Orchestra BioMed Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 23222100.00%
31 Dec, 221-

As of 31 Mar 23, 22 institutions are holding Orchestra BioMed's shares, representing an increase of 2100.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 239,872,6581339.58%
31 Dec, 22685,801-

Orchestra BioMed (OBIO) has 9.87M shares outstanding as of 31 Mar 23, up 1339.58% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2360.10%1102.64%
31 Dec, 225.00%-

As of 31 Mar 23, Orchestra BioMed is held by 60.10% institutional shareholders, representing a 1102.64% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 23--
31 Dec, 22--

- institutional shareholders have increased their position in OBIO stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 231-
31 Dec, 22--

1 institutional shareholders have reduced their position in OBIO stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 23222100.00%9,872,6581339.58%60.10%1102.64%--1-
31 Dec, 221-685,801-5.00%-----

Orchestra BioMed Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,500$5.84$14.60K567,998
Jun 26, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy1,000$6.95$6.95K333,502
Jun 03, 2024Little William Reedofficer See RemarksP-PurchaseBuy4,000$7.00$28.00K307,859
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy3,000$5.15$15.45K332,502
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,000$4.75$9.50K329,502

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,500$5.84$14.60K567,998
Jun 26, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy1,000$6.95$6.95K333,502
Jun 03, 2024Little William Reedofficer See RemarksP-PurchaseBuy4,000$7.00$28.00K307,859
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy3,000$5.15$15.45K332,502
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,000$4.75$9.50K329,502

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 07, 2024HSAC 2 Holdings, LLC10 percent owner-J-OtherSell3,405,251--1,705,705

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,500$5.84$14.60K567,998
Aug 08, 2024Mack John Prosperdirector-A-AwardBuy40,737$5.83$237.50K40,737
Aug 08, 2024Mack John Prosperdirector-A-AwardBuy12,864--12,864
Aug 07, 2024HSAC 2 Holdings, LLC10 percent owner-J-OtherSell3,405,251--1,705,705
Jul 30, 2024Mack John Prosperdirector Buy----
Jul 17, 2024PERCEPTIVE ADVISORS LLC10 percent owner-Buy---4,592,556
Jun 26, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy1,000$6.95$6.95K333,502
Jun 21, 2024Connealy Pamela Anndirector-A-AwardBuy5,376--21,289
Jun 21, 2024Connealy Pamela Anndirector-A-AwardBuy17,068$7.44$126.99K17,068
Jun 21, 2024Aryeh Jasondirector-A-AwardBuy5,376--68,360
Jun 21, 2024Aryeh Jasondirector-A-AwardBuy17,068$7.44$126.99K17,068
Jun 21, 2024ROSE ERIC A MDdirector-A-AwardBuy17,068$7.44$126.99K17,068
Jun 21, 2024ROSE ERIC A MDdirector-A-AwardBuy5,376--7,544
Jun 21, 2024Fain Eric Sdirector-A-AwardBuy5,376--46,810
Jun 21, 2024Fain Eric Sdirector-A-AwardBuy17,068$7.44$126.99K17,068
Jun 21, 2024Pacitti Daviddirector-A-AwardBuy5,376--17,546
Jun 21, 2024Pacitti Daviddirector-A-AwardBuy17,068$7.44$126.99K17,068
Jun 03, 2024Little William Reedofficer See RemarksP-PurchaseBuy4,000$7.00$28.00K307,859
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy3,000$5.15$15.45K332,502
May 21, 2024Hochman David Pdirector, officer See RemarksP-PurchaseBuy2,000$4.75$9.50K329,502

The last insider sell of Orchestra BioMed's stock was made by HSAC 2 Holdings, LLC on Aug 07 2024, selling 3,405,251 shares at - per share (valued at -). The last insider buy of OBIO was made by Hochman David P on Aug 15 2024, buying 2,500 shares at $5.84 per share (worth $14.60K).

Orchestra BioMed Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202431300.00%
Q2 202425--
Q1 202421200.00%
Q4 2023---
Q2 20231--
Q1 20239491044.44%

3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by Orchestra BioMed's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 20244--
Q1 2024---
Q4 2023---
Q2 2023---
Q1 2023---

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Orchestra BioMed's stocks.

OBIO Ownership FAQ


Orchestra BioMed is owned by institutional shareholders (60.10%), insiders (22.63%), and public (17.27%). The largest institutional shareholder of Orchestra BioMed is (0% of total shares) and the top mutual fund owner is T. Rowe Price Health Sciences Fund, Inc. (0.12% of total shares).

As of Mar 2023, there are 22 institutional shareholders of Orchestra BioMed.