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Harvard Bioscience

68 hedge funds and large institutions have $78.5M invested in Harvard Bioscience in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

6% more capital invested

Capital invested by funds: $74M → $78.5M (+$4.5M)

0.28% more ownership

Funds ownership: 6.94%7.22% (+0.28%)

14% less funds holding

Funds holding: 7968 (-11)

37% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 30

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $28K

Holders
68
Holders Change
-11
Holders Change %
-13.92%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
19
Reduced
30
Closed
18
Calls
Puts
$28K
Net Calls
-$28K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$381K -$309K -12,532 -48%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$373K -$70.9K -2,875 -18%
PPW
28
Pasadena Private Wealth
California
$372K
CAM
29
ClariVest Asset Management
California
$364K -$4.68K -190 -1%
Two Sigma Investments
30
Two Sigma Investments
New York
$360K -$107K -4,328 -25%
GC
31
Globeflex Capital
California
$358K -$233K -9,454 -42%
State Street
32
State Street
Massachusetts
$353K
GCP
33
GSA Capital Partners
United Kingdom
$319K +$92.4K +3,751 +48%
AFM
34
Anson Funds Management
Texas
$301K +$268K +10,876 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$237K -$370 -15 -0.2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$214K +$246 +10 +0.1%
LCM
37
Legato Capital Management
California
$188K +$167K +6,780 New
RP
38
Riverwater Partners
Wisconsin
$159K
E
39
Ergoteles
New York
$135K -$243K -9,871 -67%
Citadel Advisors
40
Citadel Advisors
Florida
$117K +$66.1K +2,683 +176%
Man Group
41
Man Group
United Kingdom
$113K +$41K +1,663 +68%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$105K +$93.2K +3,780 New
TWM
43
Triton Wealth Management
Arizona
$99.2K -$739 -30 -0.9%
CS
44
Credit Suisse
Switzerland
$64K +$56.9K +2,310 New
EAM
45
Empirical Asset Management
Massachusetts
$55.4K
EGM
46
Engineers Gate Manager
New York
$51K -$11.2K -454 -20%
Victory Capital Management
47
Victory Capital Management
Texas
$47.3K +$10.5K +426 +33%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$47K
C
49
Certuity
Florida
$39.7K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$38.9K +$34.6K +1,405 New

HBIO Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2022, worth a combined $78.5M — up 6.1% from $74M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HBIO and 7 opened new positions — a net loss of 11 holders — while 30 trimmed existing stakes and 19 added.

The largest buyer was 272 Capital, adding an estimated $3.63M. The largest seller was Parkman Healthcare Partners, exiting entirely with an estimated $782K sold.

  • 68 institutional investors held Harvard Bioscience (HBIO) as of Q4 2022, down from 79 in Q3 2022.
  • Funds reported $78.5M of Harvard Bioscience stock for Q4 2022, up 6.1% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q4 2022 and 18 closed out, a net change of -11 holders.
  • The largest Harvard Bioscience buyer in Q4 2022 was 272 Capital, an estimated $3.63M added.
  • The largest Harvard Bioscience seller in Q4 2022 was Parkman Healthcare Partners, an estimated $782K sold.

Based on aggregated 13F filings for Q4 2022.