Bar Harbor Bankshares
BHB
94 hedge funds and large institutions have $193M invested in Bar Harbor Bankshares in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
4% more funds holding
Funds holding: 90 → 94 (+4)
0.2% more ownership
Funds ownership: 53.68% → 53.87% (+0.2%)
4% less capital invested
Capital invested by funds: $200M → $193M (-$7.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.02M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$926K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$496K |
| 4 |
B
Bailard
Foster City,
California
|
+$421K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWM
Bar Harbor Wealth Management
Concord,
New Hampshire
|
-$1.07M |
| 2 |
Millennium Management
New York
|
-$454K |
| 3 |
Franklin Resources
San Mateo,
California
|
-$439K |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$364K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$315K |
BHB Hedge Fund Activity: Q3 2023 in Review
94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q3 2023, worth a combined $193M — down 3.6% from $200M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BHB positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 29 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $1.02M. The largest seller was Bar Harbor Wealth Management, cutting an estimated $1.07M.
- 94 institutional investors held Bar Harbor Bankshares (BHB) as of Q3 2023, up from 90 in Q2 2023.
- Funds reported $193M of Bar Harbor Bankshares stock for Q3 2023, down 3.6% quarter-over-quarter.
- 9 funds opened new Bar Harbor Bankshares positions in Q3 2023 and 4 closed out, a net change of +5 holders.
- The largest Bar Harbor Bankshares buyer in Q3 2023 was First Trust Advisors, an estimated $1.02M added.
- The largest Bar Harbor Bankshares seller in Q3 2023 was Bar Harbor Wealth Management, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2023.