undamentalytics Newsletter

Orchestra Biomed Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Orchestra Biomed Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 47 institutions that filed 13F reports for both quarters added to or opened positions in Orchestra Biomed Holdings, and 28 cut or closed them. Together they added a net 4.6M shares, +19.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 144K shares (−0.9%); index fund managers were net buyers of 3.2M shares (+78.7%). 25 opened a new position and 13 sold out entirely.

Bought, Q2 2026 47 institutions, 25 of them new holders Sold, Q2 2026 28 institutions, 13 of them sold out
Net change, all compared +4.6M shares (+19.9%)
Net change, active managers −144K shares (−0.9%), 5 bought, 11 sold

Buyers versus sellers

institutions compared, 90
Active managers and hedge funds 5 bought · 11 sold · −144K
Index fund managers 8 bought · 1 sold · +3.2M
Other institutions 34 bought · 16 sold · +1.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +1.9M +294.9% 2.5M $10.8M
RTW Investments, LP Hedge fund +1.3M +15.0% 9.6M $41.2M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +642K New position 642K $2.8M
Geode Capital Management, LLC Index funds +522K +107.6% 1.0M $4.4M
Rice Hall James & Associates, LLC +405K +2131.5% 424K $1.8M
State Street Corp Index funds +347K +204.6% 516K $2.2M
UBS Group AG +275K +547.5% 326K $1.4M
Vanguard Portfolio Management LLC Index funds +275K New position 275K $1.2M
Flat Footed LLC +251K New position 251K $1.1M
Northern Trust Corp Index funds +225K +190.5% 344K $1.5M
Bank Of New York Mellon Corp +86K New position 86K $371,534
Charles Schwab Investment Management Inc Index funds +84K +31.7% 350K $1.5M
Vanguard Fiduciary Trust Co Index funds +57K +24.2% 292K $1.3M
Nuveen, LLC +52K New position 52K $224,889
Daytona Street Capital LLC +44K +83.3% 96K $379,336
Y-Intercept (Hong Kong) Ltd +43K New position 43K $187,642
Deutsche Bank Ag\ +40K New position 40K $171,383
Xtx Topco Ltd +39K New position 39K $167,482
Wells Fargo & Company +36K New position 36K $156,876
Price T Rowe Associates Inc Active manager +33K New position 33K $142,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund −703K Sold out 0 —
Affinity Asset Advisors, LLC −369K −91.7% 33K $144,121
Marshall Wace, LLP Hedge fund −188K Sold out 0 —
683 Capital Management, LLC Hedge fund −185K Sold out 0 —
Vanguard Capital Management LLC Index funds −181K −8.2% 2.0M $8.7M
Qube Research & Technologies Ltd Hedge fund −109K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −88K Sold out 0 —
Hudson Bay Capital Management LP Hedge fund −71K Sold out 0 —
Barclays PLC −46K −77.2% 14K $58,331
Jane Street Group, LLC −40K −72.4% 15K $66,278
Two Sigma Investments, LP Hedge fund −38K −62.5% 23K $97,359
Brevan Howard Capital Management LP Hedge fund −37K Sold out 0 —
Susquehanna International Group, LLP −32K −32.5% 66K $283,944
Bank Of America Corp −29K −54.8% 24K $102,792
Catalyst Funds Management Pty Ltd −28K Sold out 0 —
Citadel Advisors LLC Hedge fund −23K −29.0% 56K $242,464
Cannon Global Investment Management, LLC −23K Sold out 0 —
Diametric Capital, LP −19K Sold out 0 —
FMR LLC Active manager −18K −98.5% 265 $1,142
Omers Administration Corp −16K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC 642K $2.8M
Vanguard Portfolio Management LLCIndex funds 275K $1.2M
Flat Footed LLC 251K $1.1M
Bank Of New York Mellon Corp 86K $371,534
Nuveen, LLC 52K $224,889
Y-Intercept (Hong Kong) Ltd 43K $187,642
Deutsche Bank Ag\ 40K $171,383
Xtx Topco Ltd 39K $167,482
Wells Fargo & Company 36K $156,876
Price T Rowe Associates IncActive manager 33K $142,000

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Millennium Management LLCHedge fund 703K $3M
Marshall Wace, LLPHedge fund 188K $801,059
683 Capital Management, LLCHedge fund 185K $786,250
Qube Research & Technologies LtdHedge fund 109K $463,050
Point72 Asset Management, L.P.Hedge fund 88K $373,524
Hudson Bay Capital Management LPHedge fund 71K $302,320
Brevan Howard Capital Management LPHedge fund 37K $156,268
Catalyst Funds Management Pty Ltd 28K $117,487
Cannon Global Investment Management, LLC 23K $96,080
Diametric Capital, LP 19K $80,405

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
77
Ten largest holders
85.3%
of 13F-reported shares
Index fund managers
26.5%
of 13F-reported shares
Active managers and hedge funds
57.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 5 11 1 8 −144K −0.9%
Index fund managers 8 1 2 0 +3.2M +78.7%
Other institutions 34 16 22 5 +1.5M +51.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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