Orchestra BioMed Holdings, Inc.

NasdaqGM:OBIO Stock Report

Market Cap: US$178.7m

Orchestra BioMed Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:OBIO Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Dec 24BuyUS$4,830Andrew TaylorIndividual1,000US$4.83
18 Dec 24BuyUS$24,550David HochmanIndividual5,000US$4.91
25 Sep 24BuyUS$47,905David HochmanIndividual10,000US$4.91
10 Sep 24SellUS$30,666Eric FainIndividual5,600US$5.64
10 Sep 24SellUS$73,946Darren ShermanIndividual13,708US$5.48
06 Sep 24SellUS$120,955Darren ShermanIndividual20,617US$6.10
14 Aug 24BuyUS$14,600David HochmanIndividual2,500US$5.84
25 Jun 24BuyUS$6,950David HochmanIndividual1,000US$6.95
30 May 24BuyUS$28,000William LittleIndividual4,000US$7.00
17 May 24BuyUS$24,950David HochmanIndividual5,000US$5.15

Insider Trading Volume

Insider Buying: OBIO insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OBIO?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,240,9523.26%
VC/PE Firms4,592,55612.1%
Public Companies5,868,91615.4%
Institutions8,113,43021.3%
Hedge Funds8,206,15921.6%
General Public9,991,51326.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.3%.

Top Shareholders

Top 25 shareholders own 72.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
21.6%
RTW Investments, LP
8,206,159US$38.6m46%0.56%
15.4%
Medtronic plc
5,868,916US$27.6m0%no data
12.1%
Perceptive Advisors LLC
4,592,556US$21.6m80.4%0.5%
5.11%
BlackRock, Inc.
1,942,391US$9.1m4.15%no data
4.83%
Ascent Biomedical Ventures
1,834,783US$8.6m0%100.0%
3.45%
The Vanguard Group, Inc.
1,309,803US$6.2m1.62%no data
1.49%
Geode Capital Management, LLC
567,219US$2.7m1.98%no data
1.35%
T. Rowe Price Group, Inc.
512,663US$2.4m-7.24%no data
1.13%
State Street Global Advisors, Inc.
429,613US$2.0m12.4%no data
1.09%
David Hochman
412,740US$1.9m1.23%no data
0.81%
William Little
307,859US$1.4m0%no data
0.63%
Tavistock Life Sciences
238,193US$1.1m0%0.08%
0.61%
Northern Trust Global Investments
231,036US$1.1m61.2%no data
0.57%
Charles Schwab Investment Management, Inc.
217,008US$1.0m3.88%no data
0.53%
Darren Sherman
201,125US$945.3k-13.7%no data
0.24%
TD Asset Management, Inc.
92,678US$435.6k0%no data
0.2%
Michael Kaswan
76,511US$359.6k0%no data
0.2%
IFP Advisors, LLC
75,108US$353.0k0%0.01%
0.17%
Jason Aryeh
62,984US$296.0k0%no data
0.16%
Andrew Taylor
61,240US$287.8k0%no data
0.16%
Avenue Capital Group, LLC
60,869US$286.1k0%0.29%
0.16%
Morgan Stanley, Investment Banking and Brokerage Investments
59,570US$280.0k166%no data
0.14%
BNY Asset Management
52,490US$246.7k-25.7%no data
0.13%
HighTower Advisors, LLC
51,000US$239.7k0%no data
0.13%
Yuval Mika
49,572US$233.0k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 06:54
End of Day Share Price 2024/12/26 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Orchestra BioMed Holdings, Inc. is covered by 5 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kyle BauserB. Riley Securities, Inc.
Keay NakaeChardan Capital Markets, LLC
Yi ChenH.C. Wainwright & Co.