Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ORCHESTRA BIOMED HLDGS INC COM (OBIO)

65 + Investors. Track Smart Money conviction in OBIO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — OBIO

Based on 62 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
62 hedge funds hold OBIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

38 buying24 selling
Last quarter: 38 funds were net buyers (21 opened a brand new position + 17 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new OBIO position: 7 → 23 → 10 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 50% new

■ 37% conviction (2yr+) ■ 13% medium ■ 50% new
Of the 62 current holders: 23 (37%) held >2 years, 8 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -5%, value -57%

Value
-56%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -57%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~21 new funds/quarter

8 → 7 → 23 → 10 → 21 new funds/Q
New funds entering each quarter: 7 → 23 → 10 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 8% 1-2yr ■ 48% new
Of 65 current holders: 29 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
13 of 62 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OBIO

In 2025 Q4, 38 hedge funds were net buyers of OBIO (21 opened a new position, 17 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 62.

Hedge Fund Ownership: OBIO

How many hedge funds hold OBIO — quarterly history vs. share price
Quarterly hedge fund ownership of OBIO vs. share price

Market Analysis: OBIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OBIO

Healthcare Biotechnology

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: OBIO
2026 Q1 Stats Unlock in 6 days 65 + Investors

Track Smart Money conviction in OBIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 50 30.0%
13F Shares 22M 23M -5.11%
Total Value $89M $206M -56.91%
New Positions 21 10 +11
Increased Positions 18 15 +3
Closed Positions 8 17 -9
Reduced Positions 18 16 +2
Total Calls 2 0 100%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: OBIO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OBIO. Verified SEC 13F-HR filings.

Top 23 institutional holders of OBIO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cannon Global Investment Management, LLC 0.19% 22,607 $96K
2 Daytona Street Capital LLC 0.18% 52,600 $235K
3 Holos Integrated Wealth LLC 0.11% 51,595 $220K
4 Meramec Financial Planners, LLC 0.05% 30,000 $130K
5 Catalyst Funds Management Pty Ltd 0.02% 27,644 $117K
6 Simplify Asset Management Inc. 0.01% 219,387 $932K
7 ABLE Financial Group, LLC 0.01% 13,402 $57K
8 IFP Advisors, Inc 0.01% 98,887 $420K
9 China Universal Asset Management Co., Ltd. 0.00% 10,020 $43K
10 Hudson Bay Capital Management LP 0.00% 71,134 $302K
11 AdvisorNet Financial, Inc 0.00% 1,696 $7K
12 VANGUARD FIDUCIARY TRUST CO 0.00% 235,214 $1000K
13 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 2,204,319 $9.4M
14 GF FUND MANAGEMENT CO. LTD. 0.00% 1,260 $5K
15 HighTower Advisors, LLC 0.00% 18,275 $78K
16 BlackRock, Inc. 0.00% 635,714 $2.7M
17 CITIGROUP INC 0.00% 25,529 $108K
18 UBS Group AG 0.00% 50,310 $214K
19 JANE STREET GROUP, LLC 0.00% 55,680 $237K
20 JANE STREET GROUP, LLC 0.00% 15,300 $65K
21 Mirae Asset Global Investments Co., Ltd. 0.00% 2,945 $13K
22 BNP PARIBAS FINANCIAL MARKETS 0.00% 1,456 $6K
23 SBI Securities Co., Ltd. 0.00% 6 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ORCHESTRA BIOMED HLDGS INC COM (OBIO)

What does the Smart Money Trend signal show for OBIO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OBIO?

More buyers than sellers — 61% buying: Last quarter: 38 funds were net buyers (21 opened a brand new position + 17 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OBIO holders?

Smaller funds dominant — 14% AUM from top-100: 13 of 62 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OBIO?

Mixed — 37% long-term, 50% new: Of the 62 current holders: 23 (37%) held >2 years, 8 held 1–2 years, and 31 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.