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Harvard Bioscience
HBIO

100 hedge funds and large institutions have $178M invested in Harvard Bioscience in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16,300% more call options, than puts

Call options by funds: $164K | Put options by funds: $1K

583% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 6

54% more funds holding

Funds holding: 65 → 100 (+35)

40% more capital invested

Capital invested by funds: $127M → $178M (+$51M)

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

0.54% more ownership

Funds ownership: 7.16% → 7.69% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
100
Holders Change
+35
Holders Change %
+53.85%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
27
Reduced
20
Closed
6
Calls
$164K
Puts
$1K
Net Calls
+$163K
Net Calls Change
+$157K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.43M
2
State Street
State Street
Massachusetts
+$2.74M
3
Morgan Stanley
Morgan Stanley
New York
+$2.15M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.12M
5
Northern Trust
Northern Trust
Illinois
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
ACM
Archon Capital Management
Washington
-$5.94M
2
HA
Heartland Advisors
Wisconsin
-$1.92M
3
2C
272 Capital
Texas
-$1.9M
4
MIM
Meros Investment Management
Texas
-$1.71M
5
PCM
Portolan Capital Management
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.23M +$492K +8,969 +67%
EI
27
EAM Investors
California
$1.13M -$771K -14,056 -41%
CAM
28
ClariVest Asset Management
California
$1.09M +$371K +6,759 +52%
BCM
29
Bridgeway Capital Management
Texas
$1.09M – – –
AI
30
Acuitas Investments
Washington
$990K +$989K +18,030 New
PPW
31
Pasadena Private Wealth
California
$947K +$210K +3,826 +29%
GC
32
Globeflex Capital
California
$919K +$209K +3,800 +29%
N
33
Nuveen
North Carolina
$769K +$768K +14,000 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$746K +$222K +4,041 +42%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$739K +$398K +7,250 +117%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$685K +$183K +3,330 +36%
Two Sigma Investments
37
Two Sigma Investments
New York
$659K +$283K +5,153 +75%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$542K +$541K +9,865 New
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$536K -$119K -2,163 -18%
SO
40
STRS Ohio
Ohio
$502K +$502K +9,150 New
CIC
41
Cornercap Investment Counsel
Georgia
$435K +$434K +7,916 New
EGM
42
Engineers Gate Manager
New York
$409K +$327K +5,953 +398%
JF
43
Jump Financial
Illinois
$336K +$336K +6,119 New
Marshall Wace
44
Marshall Wace
United Kingdom
$300K +$300K +5,465 New
LCM
45
Legato Capital Management
California
$273K -$98.7K -1,799 -27%
Goldman Sachs
46
Goldman Sachs
New York
$258K +$54.5K +994 +27%
RP
47
Riverwater Partners
Wisconsin
$243K -$71.4K -1,301 -23%
OQS
48
Occudo Quantitative Strategies
Florida
$216K +$216K +3,934 New
WG
49
Winton Group
United Kingdom
$200K +$200K +3,645 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$190K +$190K +3,456 New
1
2
3 4 5

HBIO Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q2 2023, worth a combined $178M — up 40% from $127M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HBIO positions and 6 closed out — a net gain of 35 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $9.43M. The largest seller was Archon Capital Management, cutting an estimated $5.94M.

  • 100 institutional investors held Harvard Bioscience (HBIO) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $178M of Harvard Bioscience stock for Q2 2023, up 40% quarter-over-quarter.
  • 41 funds opened new Harvard Bioscience positions in Q2 2023 and 6 closed out, a net change of +35 holders.
  • The largest Harvard Bioscience buyer in Q2 2023 was BlackRock, an estimated $9.43M added.
  • The largest Harvard Bioscience seller in Q2 2023 was Archon Capital Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2023.