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Bar Harbor Bankshares

89 hedge funds and large institutions have $172M invested in Bar Harbor Bankshares in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $157M → $172M (+$15.8M)

0.62% more ownership

Funds ownership: 50.5%51.12% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9189 (-2)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
26
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.23M +$82.7K +3,635 +7%
PCM
27
Polaris Capital Management
Massachusetts
$980K
First Manhattan
28
First Manhattan
New York
$974K
NGA
29
Naples Global Advisors
Florida
$889K -$10.2K -450 -1%
EBT
30
Enterprise Bank & Trust
Massachusetts
$862K
Wells Fargo
31
Wells Fargo
California
$844K -$75.8K -3,330 -8%
Charles Schwab
32
Charles Schwab
California
$818K -$7.69K -338 -0.9%
First Trust Advisors
33
First Trust Advisors
Illinois
$816K -$46.1K -2,024 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$810K +$23.4K +1,029 +3%
Swiss National Bank
35
Swiss National Bank
Switzerland
$770K -$31.9K -1,400 -4%
KFA
36
Krane Funds Advisors
New York
$768K +$170K +7,478 +28%
CG
37
Colony Group
Massachusetts
$753K -$4.55K -200 -0.6%
Morgan Stanley
38
Morgan Stanley
New York
$747K +$217K +9,551 +41%
Bank of America
39
Bank of America
North Carolina
$724K +$79.9K +3,509 +12%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$672K -$302K -13,272 -31%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$587K +$62.5K +2,744 +12%
State Board of Administration of Florida Retirement System
42
State Board of Administration of Florida Retirement System
Florida
$567K +$174K +7,652 +44%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$509K -$11.9K -524 -2%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$508K -$20.3K -894 -4%
CPSC
45
Carl P. Sherr & Co
Massachusetts
$473K -$77.4K -3,400 -14%
BFA
46
Brendel Financial Advisors
New Hampshire
$415K
Ameriprise
47
Ameriprise
Minnesota
$372K -$84.1K -3,693 -18%
AllianceBernstein
48
AllianceBernstein
Tennessee
$360K -$39.4K -1,729 -10%
CS
49
Credit Suisse
Switzerland
$327K +$43.8K +1,923 +15%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$323K

BHB Hedge Fund Activity: Q4 2020 in Review

89 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q4 2020, worth a combined $172M — up 10% from $157M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BHB and 4 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 26 added.

The largest buyer was North Star Investment Management, adding an estimated $1.25M. The largest seller was Renaissance Technologies, cutting an estimated $628K.

  • 89 institutional investors held Bar Harbor Bankshares (BHB) as of Q4 2020, down from 91 in Q3 2020.
  • Funds reported $172M of Bar Harbor Bankshares stock for Q4 2020, up 10% quarter-over-quarter.
  • 4 funds opened new Bar Harbor Bankshares positions in Q4 2020 and 6 closed out, a net change of -2 holders.
  • The largest Bar Harbor Bankshares buyer in Q4 2020 was North Star Investment Management, an estimated $1.25M added.
  • The largest Bar Harbor Bankshares seller in Q4 2020 was Renaissance Technologies, an estimated $628K sold.

Based on aggregated 13F filings for Q4 2020.