Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Orchestra Biomed Hldgs Inc (OBIO)

64 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — OBIO

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
64 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

42 buying30 selling
Last quarter: 42 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 10 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 53% new

■ 30% conviction (2yr+) ■ 17% medium ■ 53% new
Of the 64 current holders: 19 (30%) held >2 years, 11 held 1–2 years, and 34 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.
📈

Growing discovery — still being found

7 → 23 → 10 → 21 → 18 new funds/Q
New funds entering each quarter: 23 → 10 → 21 → 18. A growing number of institutions are discovering OBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 34% veterans ■ 11% 1-2yr ■ 55% new
Of 65 current holders: 36 (55%) entered in the past year, only 22 (34%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
21 of 64 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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 2026 Q1, 42 hedge funds were net buyers of OBIO (18 opened a new position, 24 added to an existing one), while 30 reduced or exited (13 trimmed, 17 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 64.

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

-- --

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

Is It Too Late to Buy Orchestra Biomed Hldgs Inc (OBIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OBIO has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
OBIO
-4.7%
XLV
+2.8%

OBIO outperformed XLV by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
OBIO
-1.5%
XLV
+3.9%

Since the filing became public, OBIO outperformed XLV by -5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: OBIO
64 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 64 63 1.59%
13F Shares 23M 22M 6.26%
Total Value $98M $89M 10.55%
New Positions 18 21 -3
Increased Positions 23 17 +6
Closed Positions 17 8 +9
Reduced Positions 13 15 -2
Total Calls 1 2 -50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: OBIO

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Financial Highlights

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Institutional Holders (2026 Q1)

64 + investors

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

QUARTER:
Top 25 OBIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Propel Bio Management, LLC 2.41% 896,701 $3.8M
2 Knott David M Jr 0.64% 253,651 $1.1M
3 Perceptive Advisors LLC 0.42% 5,037,906 $21.4M
4 Rtw Investments, LP 0.35% 8,306,063 $35.3M
5 Cannon Global Investment Management, LLC 0.19% 22,607 $96K
6 Daytona Street Capital LLC 0.18% 52,600 $235K
7 DAFNA Capital Management LLC 0.12% 126,841 $539K
8 Holos Integrated Wealth LLC 0.11% 51,595 $220K
9 Affinity Asset Advisors, LLC 0.09% 402,550 $1.7M
10 Meramec Financial Planners, LLC 0.05% 30,000 $130K
11 683 Capital Management, LLC 0.04% 185,000 $786K
12 Diametric Capital, LP 0.02% 18,919 $80K
13 Catalyst Funds Management Pty Ltd 0.02% 27,644 $117K
14 Simplify Asset Management Inc. 0.01% 219,387 $932K
15 Alyeska Investment Group, L.P. 0.01% 1,000,000 $4.2M
16 ABLE Financial Group, LLC 0.01% 13,402 $57K
17 Garden State Investment Advisory Services LLC 0.01% 10,562 $45K
18 Frec Markets, Inc. 0.01% 13,048 $55K
19 IFP Advisors, Inc 0.01% 98,887 $420K
20 Bridgeway Capital Management, LLC 0.01% 70,600 $300K
21 Rice Hall James & Associates, LLC 0.00% 19,001 $81K
22 Prelude Capital Management, LLC 0.00% 12,389 $53K
23 China Universal Asset Management Co., Ltd. 0.00% 10,020 $43K
24 Brevan Howard Capital Management LP 0.00% 36,769 $156K
25 Millennium Management LLC 0.00% 702,543 $3.0M
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 (OBIO)

What does the Smart Money Trend signal show for OBIO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 42 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OBIO holders?

Smaller funds dominant — 10% AUM from top-100: 21 of 64 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OBIO?

Mixed — 30% long-term, 53% new: Of the 64 current holders: 19 (30%) held >2 years, 11 held 1–2 years, and 34 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.

Is it too late to buy Orchestra Biomed Hldgs Inc (OBIO) following the 2026 Q1 hedge fund 13F filings?

As of today, OBIO has moved -1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of -5.4%. Since the quarter end (March 31, 2026), OBIO has gained -4.7% vs +2.8% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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