MetaCap

Who Owns Orchestra BioMed Stock?

NASDAQ: OBIOHealthcareBiotechnologyUSD

5.73+0.07 (+1.24%)

At close: Oct 8, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
47.80%
Institutional holders
112
  • Institutions 47.8%
  • Insiders 24.4%
  • Public and other 27.8%

Who owns Orchestra BioMed stock?

Institutional investors own about 47.8% of Orchestra BioMed's shares, spread across 112 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 24.42% of OBIO.

The largest institutional holders are RTW Investments LP (15.90%), Perceptive Advisors Llc (8.38%) and Blackrock Inc. (4.18%). Together, the top 10 institutions control 39.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their OBIO positions and 1 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of OBIO

Orchestra BioMed top institutional holders
InstitutionShares% HeldChange
RTW Investments LP9.56M15.90%+15.1%
Perceptive Advisors Llc5.04M8.38%0.0%
Blackrock Inc.2.51M4.18%+294.9%
Vanguard Capital Management LLC2.02M3.37%-8.2%
Geode Capital Management, LLC1.01M1.68%+107.6%
Alyeska Investment Group, L.p.1.00M1.66%0.0%
Propel Bio Management, LLC896.70K1.49%0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC642.15K1.07%+100.0%
State Street Corporation516.05K0.86%+204.6%
Rice, Hall, James & Associates LLC424.00K0.71%+2131.5%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of OBIO

Orchestra BioMed top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.47M2.45%
iShares Trust-iShares Russell 2000 ETF818.30K1.36%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund498.63K0.83%
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund428.76K0.71%
iShares Trust-iShares Russell 2000 Growth ETF377.15K0.63%
Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF219.39K0.37%
BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio206.13K0.34%
SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF178.32K0.30%
iShares Trust-iShares Micro-Cap ETF135.78K0.23%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund135.54K0.23%

Frequently asked questions

Who is the largest shareholder of Orchestra BioMed?

RTW Investments LP is the largest institutional shareholder of OBIO, owning 15.90% of shares outstanding (9.56M shares) as of its latest 13F filing.

What percentage of Orchestra BioMed is owned by institutions?

Institutions own about 47.8% of OBIO shares and 63.2% of the public float.

How much of Orchestra BioMed do insiders own?

Insiders, such as officers and directors, own about 24.42% of OBIO shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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