Stock Analysis

ORCHESTRA BIOMED HLDGS INC (OBIO)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — OBIO

Based on 55 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 this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
55 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 56% buying

31 buying24 selling
Last quarter: 31 funds bought or added vs 24 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 21 → 10 → 16. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
📌

Mixed — 38% long-term, 47% new

38% conviction (2yr+) 15% medium 47% new
Of the 55 current holders: 21 (38%) held >2 years, 8 held 1–2 years, and 26 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 -6%, value -58%

Value
-57%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -58%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~16 new funds/quarter

6 → 6 → 21 → 10 → 16 new funds/Q
New funds entering each quarter: 6 → 21 → 10 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 9% 1-2yr 45% new
Of 58 current holders: 27 (47%) 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.

Strong quality — 22% from major AUM funds

22% from top-100 AUM funds
12 of 55 current holders rank in the top 100 by AUM. A meaningful share of the ownership base comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OBIO

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Hedge Fund Positioning: OBIO
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: OBIO

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed