We are live on ! Find out more
BHB icon

Bar Harbor Bankshares

66 hedge funds and large institutions have $70.7M invested in Bar Harbor Bankshares in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.31% more ownership

Funds ownership: 60.54%60.84% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less capital invested

Capital invested by funds: $77.3M → $70.7M (-$6.6M)

10% less funds holding

Funds holding: 7366 (-7)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
22
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHTS
1
Bar Harbor Trust Services
Maine
$8.13M -$35.7K -1,614 -0.4%
Franklin Resources
2
Franklin Resources
California
$7.17M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.37M
BFA
4
BlackRock Fund Advisors
California
$4.87M -$63K -2,846 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.23M +$317K +14,310 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.16M
LSV Asset Management
7
LSV Asset Management
Illinois
$3.97M +$59.7K +2,700 +1%
CYG
8
Clean Yield Group
Vermont
$3.28M +$44.1K +1,995 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$2.99M +$362K +16,369 +13%
BCM
10
Bridgeway Capital Management
Texas
$2.33M +$365K +16,500 +18%
Northern Trust
11
Northern Trust
Illinois
$2.14M +$1.41M +63,672 +174%
State Street
12
State Street
Massachusetts
$1.77M +$136K +6,162 +8%
BIT
13
BlackRock Institutional Trust
California
$1.6M +$419K +18,948 +34%
KCM
14
Kennedy Capital Management
Missouri
$1.52M -$614K -27,772 -28%
BFC
15
Banc Funds Company
Illinois
$1.32M -$365K -16,500 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.2M -$35.4K -1,601 -3%
MDCM
17
Morgan Dempsey Capital Management
Wisconsin
$1.15M -$231K -10,435 -16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.04M +$45.3K +2,046 +4%
FP
19
Foundry Partners
Minnesota
$911K +$119K +5,370 +14%
Morgan Stanley
20
Morgan Stanley
New York
$827K +$139K +6,293 +19%
Deutsche Bank
21
Deutsche Bank
Germany
$814K +$96.7K +4,369 +13%
BIM
22
BlackRock Investment Management
Delaware
$745K +$99.3K +4,490 +15%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$688K -$180K -8,133 -20%
TCIM
24
TIAA CREF Investment Management
New York
$673K +$34.1K +1,539 +5%
SRC
25
Shufro Rose & Co
New York
$509K -$3.32K -150 -0.6%

BHB Hedge Fund Activity: Q3 2015 in Review

66 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q3 2015, worth a combined $70.7M — down 8.5% from $77.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BHB and 2 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Northern Trust, adding an estimated $1.41M. The largest seller was Ancora Advisors, exiting entirely with an estimated $751K sold.

  • 66 institutional investors held Bar Harbor Bankshares (BHB) as of Q3 2015, down from 73 in Q2 2015.
  • Funds reported $70.7M of Bar Harbor Bankshares stock for Q3 2015, down 8.5% quarter-over-quarter.
  • 2 funds opened new Bar Harbor Bankshares positions in Q3 2015 and 9 closed out, a net change of -7 holders.
  • The largest Bar Harbor Bankshares buyer in Q3 2015 was Northern Trust, an estimated $1.41M added.
  • The largest Bar Harbor Bankshares seller in Q3 2015 was Ancora Advisors, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2015.