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Harvard Bioscience

81 hedge funds and large institutions have $111M invested in Harvard Bioscience in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $79.2M → $111M (+$31.6M)

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

0.14% less ownership

Funds ownership: 6.77%6.63% (-0.14%)

5% less funds holding

Funds holding: 8581 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
30
Reduced
26
Closed
9
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$610K
Two Sigma Advisers
27
Two Sigma Advisers
New York
$605K +$192K +5,140 +57%
GC
28
Globeflex Capital
California
$594K +$67.1K +1,797 +15%
ARM
29
Adirondack Research & Management
New York
$544K -$238K -6,380 -33%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$529K
CAM
31
ClariVest Asset Management
California
$517K -$6.34K -170 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$498K +$289K +7,737 +200%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$484K
Bank of New York Mellon
34
Bank of New York Mellon
New York
$476K -$8.99K -241 -2%
Goldman Sachs
35
Goldman Sachs
New York
$470K -$5.82K -156 -1%
Two Sigma Investments
36
Two Sigma Investments
New York
$429K +$168K +4,497 +82%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$398K -$5.41K -145 -2%
Charles Schwab
38
Charles Schwab
California
$380K
Invesco
39
Invesco
Georgia
$344K +$58.7K +1,573 +24%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$343K -$67.8K -1,817 -18%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$305K +$20.3K +543 +8%
WG
42
Winton Group
United Kingdom
$295K -$124K -3,323 -33%
PPW
43
Pasadena Private Wealth
California
$281K +$22.1K +593 +10%
GCP
44
GSA Capital Partners
United Kingdom
$248K +$38.4K +1,030 +22%
Wells Fargo
45
Wells Fargo
California
$247K -$171K -4,592 -44%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$244K
BG
47
Bollard Group
Massachusetts
$199K
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$190K +$30.1K +806 +22%
Morgan Stanley
49
Morgan Stanley
New York
$142K +$83.3K +2,233 +211%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$3.88K +104 +4%

HBIO Hedge Fund Activity: Q4 2020 in Review

81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2020, worth a combined $111M — up 40% from $79.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HBIO and 5 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 30 added.

The largest buyer was Portolan Capital Management, adding an estimated $1.34M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $2.5M.

  • 81 institutional investors held Harvard Bioscience (HBIO) as of Q4 2020, down from 85 in Q3 2020.
  • Funds reported $111M of Harvard Bioscience stock for Q4 2020, up 40% quarter-over-quarter.
  • 5 funds opened new Harvard Bioscience positions in Q4 2020 and 9 closed out, a net change of -4 holders.
  • The largest Harvard Bioscience buyer in Q4 2020 was Portolan Capital Management, an estimated $1.34M added.
  • The largest Harvard Bioscience seller in Q4 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.5M sold.

Based on aggregated 13F filings for Q4 2020.