We are live on ! Find out more
BHB icon

Bar Harbor Bankshares

58 hedge funds and large institutions have $63.1M invested in Bar Harbor Bankshares in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $56.5M → $63.1M (+$6.6M)

5% more funds holding

Funds holding: 5558 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

35.44% less ownership

Funds ownership: 92.69%57.25% (-35%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
14
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1
Bar Harbor Trust Services
Maine
$7.31M -$56.8K -3,360 -0.8%
Franklin Resources
2
Franklin Resources
California
$6.58M
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.23M -$23.6K -1,395 -0.4%
KCM
4
Kennedy Capital Management
Missouri
$5.28M +$751K +44,424 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.45M +$26.4K +1,563 +0.7%
BFC
6
Banc Funds Company
Illinois
$3.39M -$1.21M -71,555 -28%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.98M -$158K -9,321 -5%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.94M -$17 -1 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.79M +$1.59M +93,806 +167%
Northern Trust
10
Northern Trust
Illinois
$1.91M -$323K -19,107 -16%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.67M +$450K +26,625 +42%
FP
12
Foundry Partners
Minnesota
$1.55M -$12.2K -723 -0.9%
Deutsche Bank
13
Deutsche Bank
Germany
$1.51M +$1.07M +63,267 +346%
MDCM
14
Morgan Dempsey Capital Management
Wisconsin
$1.43M +$65K +3,844 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.28M +$85.2K +5,041 +8%
CYG
16
Clean Yield Group
Vermont
$1.11M +$1.01M +59,972 New
BCM
17
Bridgeway Capital Management
Texas
$1.11M
SRC
18
Shufro Rose & Co
New York
$817K -$21.6K -1,275 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$748K -$913 -54 -0.1%
PP
20
Paloma Partners
Connecticut
$707K +$643K +38,060 New
Morgan Stanley
21
Morgan Stanley
New York
$675K +$118K +6,990 +24%
VKH
22
Virtu KCG Holdings
New York
$512K +$466K +27,555 New
BFA
23
BlackRock Fund Advisors
California
$495K -$3.72M -219,857 -89%
COPPSERS
24
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$468K +$425K +25,160 New
EVC
25
Eidelman Virant Capital
Missouri
$427K

BHB Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q2 2014, worth a combined $63.1M — up 12% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BHB positions and 8 closed out — a net gain of 3 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.59M. The largest seller was BlackRock Fund Advisors, cutting an estimated $3.72M.

  • 58 institutional investors held Bar Harbor Bankshares (BHB) as of Q2 2014, up from 55 in Q1 2014.
  • Funds reported $63.1M of Bar Harbor Bankshares stock for Q2 2014, up 12% quarter-over-quarter.
  • 11 funds opened new Bar Harbor Bankshares positions in Q2 2014 and 8 closed out, a net change of +3 holders.
  • The largest Bar Harbor Bankshares buyer in Q2 2014 was Fidelity Investments, an estimated $1.59M added.
  • The largest Bar Harbor Bankshares seller in Q2 2014 was BlackRock Fund Advisors, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2014.