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Harvard Bioscience

80 hedge funds and large institutions have $87.3M invested in Harvard Bioscience in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.19% less ownership

Funds ownership: 7.56%7.37% (-0.19%)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

15% less funds holding

Funds holding: 9480 (-14)

40% less capital invested

Capital invested by funds: $145M → $87.3M (-$57.8M)

82% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
80
Holders Change
-14
Holders Change %
-14.89%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
31
Reduced
32
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$458K
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$443K
AIM
28
Alambic Investment Management
California
$431K +$431K +10,931 +416%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$376K -$188K -4,769 -29%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$352K +$31.6K +801 +8%
Deutsche Bank
31
Deutsche Bank
Germany
$344K -$60.2K -1,527 -12%
USAA
32
United Services Automobile Association
Texas
$340K -$20.1K -510 -5%
Squarepoint
33
Squarepoint
New York
$310K +$164K +4,149 +74%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$285K -$12K -305 -3%
Morgan Stanley
35
Morgan Stanley
New York
$273K -$102K -2,586 -23%
Charles Schwab
36
Charles Schwab
California
$270K
Two Sigma Investments
37
Two Sigma Investments
New York
$265K -$194K -4,923 -37%
Bank of America
38
Bank of America
North Carolina
$262K +$23K +583 +8%
GCA
39
Greenwood Capital Associates
South Carolina
$246K +$89.3K +2,265 +41%
TCIM
40
TIAA CREF Investment Management
New York
$208K
WIC
41
Woodmont Investment Counsel
Tennessee
$195K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$180K +$10.6K +270 +5%
Wells Fargo
43
Wells Fargo
California
$179K +$68.8K +1,746 +45%
PAM
44
Panagora Asset Management
Massachusetts
$172K +$213K +5,408 +49,164%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$156K +$62.4K +1,584 +48%
TA
46
Teachers Advisors
New York
$145K
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$126K
MSL
48
Mackay Shields LLC
New York
$123K +$55.3K +1,404 +58%
SIM
49
Spark Investment Management
New York
$105K +$35.9K +910 +38%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85K +$1.73K +44 +2%

HBIO Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2018, worth a combined $87.3M — down 40% from $145M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of HBIO and 3 opened new positions — a net loss of 14 holders — while 32 trimmed existing stakes and 31 added.

The largest buyer was First Light Asset Management, adding an estimated $2.91M. The largest seller was EAM Investors, exiting entirely with an estimated $1.4M sold.

  • 80 institutional investors held Harvard Bioscience (HBIO) as of Q4 2018, down from 94 in Q3 2018.
  • Funds reported $87.3M of Harvard Bioscience stock for Q4 2018, down 40% quarter-over-quarter.
  • 3 funds opened new Harvard Bioscience positions in Q4 2018 and 17 closed out, a net change of -14 holders.
  • The largest Harvard Bioscience buyer in Q4 2018 was First Light Asset Management, an estimated $2.91M added.
  • The largest Harvard Bioscience seller in Q4 2018 was EAM Investors, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2018.