We are live on ! Find out more
HBIO icon

Harvard Bioscience

103 hedge funds and large institutions have $211M invested in Harvard Bioscience in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $192M → $211M (+$19.6M)

4% more funds holding

Funds holding: 99103 (+4)

0.62% more ownership

Funds ownership: 6.74%7.35% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

38% less call options, than puts

Call options by funds: $21K | Put options by funds: $34K

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
34
Reduced
34
Closed
10
Calls
$21K
Puts
$34K
Net Calls
-$13K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Globeflex Capital
California
$1.89M
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.77M -$347K -4,880 -16%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.75M +$205K +2,883 +13%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$1.61M +$1.62M +22,846 New
GCA
30
Greenwood Capital Associates
South Carolina
$1.52M +$28.1K +395 +2%
Charles Schwab
31
Charles Schwab
California
$1.48M
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$1.34M -$200K -2,807 -13%
Wells Fargo
33
Wells Fargo
California
$1.23M -$1.77M -24,861 -59%
Two Sigma Investments
34
Two Sigma Investments
New York
$966K -$562K -7,908 -37%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$886K +$500K +7,028 +127%
CAM
36
ClariVest Asset Management
California
$873K -$14.2K -200 -2%
PPW
37
Pasadena Private Wealth
California
$817K +$57.9K +815 +8%
PAM
38
Panagora Asset Management
Massachusetts
$815K +$242K +3,409 +42%
SO
39
STRS Ohio
Ohio
$737K +$51.2K +720 +7%
Goldman Sachs
40
Goldman Sachs
New York
$688K -$21.3K -300 -3%
SEI Investments
41
SEI Investments
Pennsylvania
$675K +$69.9K +983 +11%
Millennium Management
42
Millennium Management
New York
$658K -$341K -4,790 -34%
RP
43
Riverwater Partners
Wisconsin
$657K +$662K +9,314 New
N
44
Nuveen
North Carolina
$631K -$195K -2,745 -23%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$587K
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$545K -$6.04K -85 -1%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$467K -$83.9K -1,180 -15%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$382K -$107K -1,506 -22%
Invesco
49
Invesco
Georgia
$378K -$100K -1,408 -21%
PM
50
Penbrook Management
New York
$353K

HBIO Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2021, worth a combined $211M — up 10% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HBIO positions and 10 closed out — a net gain of 5 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $3.88M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.82M sold.

  • 103 institutional investors held Harvard Bioscience (HBIO) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $211M of Harvard Bioscience stock for Q4 2021, up 10% quarter-over-quarter.
  • 15 funds opened new Harvard Bioscience positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest Harvard Bioscience buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $3.88M added.
  • The largest Harvard Bioscience seller in Q4 2021 was Hillsdale Investment Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2021.