AMP-CF Holdings Amends Bioventus Stake as of Dec 31, 2023

TL;DR

**Big investor AMP-CF Holdings updated their Bioventus stake, watch for market reaction.**

AI Summary

AMP-CF Holdings, LLC, a major investor in Bioventus Inc. (NASDAQ: BVS), filed an amended Schedule 13G/A on February 6, 2024, updating its ownership stake as of December 31, 2023. This filing indicates a change in their beneficial ownership, which is important for investors as it shows how large institutional holders are adjusting their positions. For current or prospective shareholders, this signals that a significant institutional investor is re-evaluating its commitment to Bioventus, potentially influencing market sentiment and the stock's future performance.

Why It Matters

This filing reveals an update to a major institutional investor's stake in Bioventus, which can impact investor confidence and the stock's perceived value.

Risk Assessment

Risk Level: medium — Changes in significant institutional ownership can introduce volatility and uncertainty for a stock, depending on the nature of the change.

Analyst Insight

Investors should monitor subsequent filings from AMP-CF Holdings, LLC and other major shareholders to understand the full scope of institutional sentiment towards Bioventus Inc. and consider how this might align with their own investment thesis.

Key Numbers

• 005-92368 — SEC File Number (identifies Bioventus Inc.'s registration with the SEC)
• 09075A108 — CUSIP Number (unique identifier for Bioventus Inc.'s Class A Common Stock)
• 0001193125-24-025260 — Accession Number (unique identifier for this specific SEC filing)

Key Players & Entities

• AMP-CF Holdings, LLC (company) — the reporting person filing the SC 13G/A
• Bioventus Inc. (company) — the subject company whose securities are being reported
• Herbert H. Hooper (person) — listed as a group member in the filing
• December 31, 2023 (date) — the date of the event requiring the filing
• February 6, 2024 (date) — the filing date of the SC 13G/A

Forward-Looking Statements

• Bioventus Inc. stock price may experience short-term volatility as investors react to the updated institutional ownership information. (Bioventus Inc.) — medium confidence, target: Q1 2024
• Other institutional investors might review their positions in Bioventus Inc. following this updated filing from AMP-CF Holdings, LLC. (institutional investors) — medium confidence, target: Q1 2024

FAQ

Key Financial Figures

• $0.001 — Name of Issuer) CLASS A COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class o

Filing Documents

• d938967dsc13ga.htm (SC 13G/A) — 143KB
• d938967dex991.htm (EX-99.1) — 14KB
• 0001193125-24-025260.txt ( ) — 160KB

From the Filing

SC 13G/A 1 d938967dsc13ga.htm SC 13G/A SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2)* Bioventus Inc. (Name of Issuer) CLASS A COMMON STOCK, $0.001 PAR VALUE PER SHARE (Title of Class of Securities) 09075A108 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting persons initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be filed for the purpose of Section 18 of the Securities Exchange Act of 1934 (Act) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP No. 09075A108 SCHEDULE 13G Page 2 of 16 Pages 1. NAMES OF REPORTING PERSONS AMP-CF Holdings, LLC 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a)(b) 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 3,255,332 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 3,255,332 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,255,332 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.17% (1) 12. TYPE OF REPORTING PERSON OO (1) The percent of class was calculated based on 62,965,830 shares of Class A Common Stock outstanding as of October 27, 2023, as disclosed in the Issuers Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2023. CUSIP No. 09075A108 SCHEDULE 13G Page 3 of 16 Pages 1. NAMES OF REPORTING PERSONS Ampersand CF Limited Partnership 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a)(b) 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 3,255,332 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 3,255,332 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,255,332 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.17% (1) 12. TYPE OF REPORTING PERSON PN (1) The percent of class was calculated based on 62,965,830 shares of Class A Common Stock outstanding as of October 27, 2023, as disclosed in the Issuers Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2023. CUSIP No. 09075A108 SCHEDULE 13G Page 4 of 16 Pages 1. NAMES OF REPORTING PERSONS AMP-CF Management Company Limited Partnership 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a)(b) 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 3,255,332 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 3,255,332 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,255,332 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.17% (1) 12. TYPE OF REPORTING PERSON PN (1) The percent of class was calculated based on 62,965,830 shares of Class A Common Stock outstanding as of October 27, 2023, as disclosed in the Issuers Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2023. CUSIP No. 09075A108 SCHEDULE 13G Page 5 of 16 Pages 1. NAMES OF REPORTING PERSONS AMP-CF MC LLC 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a)(b) 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 3,255,332 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 3,255,332 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,255,332 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.17% (1) 12. TYPE OF REPORTING PERSON OO (1) The percent of class was calculated based on 62,965,830 shares of Class A Common Stock outstanding as of October 27, 2023, as disclosed in the Issuers Qu

View Full Filing

View this SC 13G/A filing on SEC EDGAR