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Harvard Bioscience

87 hedge funds and large institutions have $144M invested in Harvard Bioscience in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $10K | Put options by funds: $5K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $111M → $144M (+$33.3M)

7% more funds holding

Funds holding: 8187 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 6.63%6.63% (-0%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
32
Closed
9
Calls
$10K
Puts
$5K
Net Calls
+$5K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$955K -$38.9K -800 -4%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$920K +$134K +2,750 +19%
GC
28
Globeflex Capital
California
$902K +$130K +2,671 +19%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$862K +$228K +4,679 +42%
Two Sigma Investments
30
Two Sigma Investments
New York
$758K +$189K +3,894 +39%
ARM
31
Adirondack Research & Management
New York
$737K +$40.6K +834 +7%
CAM
32
ClariVest Asset Management
California
$692K +$29.7K +611 +5%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$673K
JP Morgan Chase
34
JP Morgan Chase
New York
$648K +$12.6K +260 +2%
SO
35
STRS Ohio
Ohio
$605K -$184K -3,790 -25%
Charles Schwab
36
Charles Schwab
California
$522K +$33.9K +696 +8%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$506K
JMPWA
38
JP Morgan Private Wealth Advisors
California
$491K -$112K -2,297 -20%
DGHMC
39
Dalton, Greiner, Hartman, Maher & Co
New York
$489K -$728K -14,964 -63%
Goldman Sachs
40
Goldman Sachs
New York
$483K -$102K -2,103 -19%
WCM
41
Wedge Capital Management
North Carolina
$432K -$307K -6,318 -44%
PPW
42
Pasadena Private Wealth
California
$390K +$28.8K +592 +9%
Invesco
43
Invesco
Georgia
$383K -$48.5K -996 -12%
WG
44
Winton Group
United Kingdom
$382K +$6.47K +133 +2%
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K -$84.4K -1,735 -22%
Millennium Management
46
Millennium Management
New York
$325K +$207K +4,252 +250%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$311K
SI
48
Stephens Inc
Arkansas
$282K +$251K +5,166 New
Bank of America
49
Bank of America
North Carolina
$255K +$159K +3,276 +234%
BG
50
Bollard Group
Massachusetts
$254K

HBIO Hedge Fund Activity: Q1 2021 in Review

87 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2021, worth a combined $144M — up 30% from $111M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HBIO positions and 9 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $1.32M. The largest seller was Vanguard Group, cutting an estimated $1.51M.

  • 87 institutional investors held Harvard Bioscience (HBIO) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $144M of Harvard Bioscience stock for Q1 2021, up 30% quarter-over-quarter.
  • 15 funds opened new Harvard Bioscience positions in Q1 2021 and 9 closed out, a net change of +6 holders.
  • The largest Harvard Bioscience buyer in Q1 2021 was Portolan Capital Management, an estimated $1.32M added.
  • The largest Harvard Bioscience seller in Q1 2021 was Vanguard Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2021.