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Bar Harbor Bankshares
BHB

131 hedge funds and large institutions have $268M invested in Bar Harbor Bankshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,200% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $15K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

5% more funds holding

Funds holding: 125 → 131 (+6)

1.05% more ownership

Funds ownership: 56.24% → 57.29% (+1%)

2% more capital invested

Capital invested by funds: $263M → $268M (+$4.11M)

Holders
131
Holders Change
+6
Holders Change %
+4.8%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
50
Reduced
34
Closed
9
Calls
$1.09M
Puts
$15K
Net Calls
+$1.08M
Net Calls Change
+$31K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$1.75M
2
TCOV
Trust Company of Vermont
Vermont
+$1.11M
3
Goldman Sachs
Goldman Sachs
New York
+$1.01M
4
JP Morgan Chase
JP Morgan Chase
New York
+$995K
5
Millennium Management
Millennium Management
New York
+$952K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.74M
2
M&T Bank
M&T Bank
New York
-$1.1M
3
EBT
Enterprise Bank & Trust
Massachusetts
-$678K
4
Jane Street
Jane Street
New York
-$366K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$42.1M +$814K +24,621 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.6M -$4.74M -143,284 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$26.9M +$242K +7,314 +0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.3M -$344K -10,398 -1%
BHWM
5
Bar Harbor Wealth Management
New Hampshire
$13.1M +$356K +10,761 +3%
State Street
6
State Street
Massachusetts
$11.4M +$329K +9,953 +3%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M -$61.4K -1,856 -0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.3M -$7.57K -229 -0.1%
American Century Companies
9
American Century Companies
Missouri
$7.93M +$156K +4,713 +2%
NSIM
10
North Star Investment Management
Illinois
$4.45M – – –
Northern Trust
11
Northern Trust
Illinois
$4.44M +$319K +9,635 +7%
RC
12
RBF Capital
California
$4.08M -$81.6K -2,468 -2%
Boston Partners
13
Boston Partners
Massachusetts
$3.8M +$1.75M +53,063 +74%
Morgan Stanley
14
Morgan Stanley
New York
$2.98M +$304K +9,180 +10%
BCM
15
Bridgeway Capital Management
Texas
$2.96M +$71.3K +2,157 +2%
FP
16
Foundry Partners
Minnesota
$2.88M -$5.79K -175 -0.2%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.59M +$33.1K +1,000 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.51M -$3.87K -117 -0.1%
JP Morgan Chase
19
JP Morgan Chase
New York
$2.48M +$995K +30,084 +59%
EPCA
20
Elizabeth Park Capital Advisors
Ohio
$2.19M – – –
Goldman Sachs
21
Goldman Sachs
New York
$2.07M +$1.01M +30,613 +83%
N
22
Nuveen
North Carolina
$1.84M -$78.6K -2,376 -4%
LSV Asset Management
23
LSV Asset Management
Illinois
$1.79M -$294K -8,900 -13%
Barclays
24
Barclays
United Kingdom
$1.63M +$123K +3,710 +7%
PCM
25
Polaris Capital Management
Massachusetts
$1.53M +$218K +6,600 +15%
1
2 3 4 5

BHB Hedge Fund Activity: Q4 2024 in Review

131 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bar Harbor Bankshares (BHB) for Q4 2024, worth a combined $268M — up 1.6% from $263M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BHB positions and 9 closed out — a net gain of 6 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Boston Partners, adding an estimated $1.75M. The largest seller was Fidelity Investments, cutting an estimated $4.74M.

  • 131 institutional investors held Bar Harbor Bankshares (BHB) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $268M of Bar Harbor Bankshares stock for Q4 2024, up 1.6% quarter-over-quarter.
  • 15 funds opened new Bar Harbor Bankshares positions in Q4 2024 and 9 closed out, a net change of +6 holders.
  • The largest Bar Harbor Bankshares buyer in Q4 2024 was Boston Partners, an estimated $1.75M added.
  • The largest Bar Harbor Bankshares seller in Q4 2024 was Fidelity Investments, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2024.