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Bar Harbor Bankshares

100 hedge funds and large institutions have $191M invested in Bar Harbor Bankshares in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 98100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 49.89%49.21% (-0.67%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

7% less capital invested

Capital invested by funds: $206M → $191M (-$15.2M)

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
29
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.4M +$1.28M +53,720 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$17.6M +$252K +10,565 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16M +$321K +13,436 +2%
BHTS
4
Bar Harbor Trust Services
Maine
$11M -$1.55K -65 -0%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.99M -$1.06M -44,489 -10%
State Street
6
State Street
Massachusetts
$9.3M +$179K +7,507 +2%
RA
7
Royce & Associates
New York
$8.29M +$261K +10,941 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.22M +$959K +40,179 +14%
PAIM
9
Punch & Associates Investment Management
Minnesota
$7.34M -$4.3M -180,175 -38%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.34M -$95.5K -4,000 -2%
Franklin Resources
11
Franklin Resources
California
$5.44M -$576K -24,130 -10%
Northern Trust
12
Northern Trust
Illinois
$5.07M +$87.2K +3,652 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.48M +$81.7K +3,421 +2%
LSV Asset Management
14
LSV Asset Management
Illinois
$4.37M +$690K +28,913 +20%
RC
15
RBF Capital
California
$3.42M
BHWM
16
Bar Harbor Wealth Management
New Hampshire
$3.09M -$199K -8,322 -6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$3M +$851K +35,640 +42%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.63M -$59.7K -2,502 -2%
FP
19
Foundry Partners
Minnesota
$2.44M -$144K -6,040 -6%
CYG
20
Clean Yield Group
Vermont
$2.33M -$1.14M -47,871 -34%
BCM
21
Bridgeway Capital Management
Texas
$2.32M +$263K +11,000 +13%
N
22
Nuveen
North Carolina
$2.09M +$467K +19,572 +31%
EBT
23
Enterprise Bank & Trust
Massachusetts
$1.91M
PSUF
24
People's United Financial
Connecticut
$1.79M
BFC
25
Banc Funds Company
Illinois
$1.32M

BHB Hedge Fund Activity: Q3 2019 in Review

100 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q3 2019, worth a combined $191M — down 7.4% from $206M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BHB positions and 8 closed out — a net gain of 2 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28M. The largest seller was Punch & Associates Investment Management, cutting an estimated $4.3M.

  • 100 institutional investors held Bar Harbor Bankshares (BHB) as of Q3 2019, up from 98 in Q2 2019.
  • Funds reported $191M of Bar Harbor Bankshares stock for Q3 2019, down 7.4% quarter-over-quarter.
  • 10 funds opened new Bar Harbor Bankshares positions in Q3 2019 and 8 closed out, a net change of +2 holders.
  • The largest Bar Harbor Bankshares buyer in Q3 2019 was BlackRock, an estimated $1.28M added.
  • The largest Bar Harbor Bankshares seller in Q3 2019 was Punch & Associates Investment Management, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2019.