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Harvard Bioscience

85 hedge funds and large institutions have $79.2M invested in Harvard Bioscience in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% less ownership

Funds ownership: 6.92%6.77% (-0.15%)

4% less capital invested

Capital invested by funds: $82.3M → $79.2M (-$3.13M)

2% less funds holding

Funds holding: 8785 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
27
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCA
26
Greenwood Capital Associates
South Carolina
$450K +$114K +3,376 +29%
WCM
27
Wedge Capital Management
North Carolina
$428K
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$371K
CAM
29
ClariVest Asset Management
California
$368K -$24.2K -720 -6%
GC
30
Globeflex Capital
California
$363K -$29.8K -887 -7%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$341K +$4.88K +145 +1%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$340K -$8K -238 -2%
Goldman Sachs
33
Goldman Sachs
New York
$334K +$234K +6,968 +169%
Wells Fargo
34
Wells Fargo
California
$312K +$126K +3,740 +57%
WG
35
Winton Group
United Kingdom
$307K -$99.1K -2,948 -22%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$296K +$166K +4,942 +101%
AL
37
AJO LP
Pennsylvania
$284K +$243K +7,220 +324%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$283K -$43.7K -1,300 -12%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$270K +$7.06K +210 +2%
Charles Schwab
40
Charles Schwab
California
$267K
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$198K -$9.82K -292 -4%
Invesco
42
Invesco
Georgia
$194K -$5.15K -153 -2%
PPW
43
Pasadena Private Wealth
California
$180K +$13.2K +392 +7%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$171K
Two Sigma Investments
45
Two Sigma Investments
New York
$166K +$13.8K +410 +8%
GCP
46
GSA Capital Partners
United Kingdom
$143K +$160K +4,758 New
BG
47
Bollard Group
Massachusetts
$140K
JP Morgan Chase
48
JP Morgan Chase
New York
$117K -$74.5K -2,215 -36%
TRCT
49
Tower Research Capital (TRC)
New York
$110K +$98.6K +2,931 +396%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$109K -$27.1K -805 -18%

HBIO Hedge Fund Activity: Q3 2020 in Review

85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q3 2020, worth a combined $79.2M — down 3.8% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HBIO and 7 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 27 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.76M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $2.52M.

  • 85 institutional investors held Harvard Bioscience (HBIO) as of Q3 2020, down from 87 in Q2 2020.
  • Funds reported $79.2M of Harvard Bioscience stock for Q3 2020, down 3.8% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q3 2020 and 9 closed out, a net change of -2 holders.
  • The largest Harvard Bioscience buyer in Q3 2020 was Punch & Associates Investment Management, an estimated $1.76M added.
  • The largest Harvard Bioscience seller in Q3 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.