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Harvard Bioscience

94 hedge funds and large institutions have $142M invested in Harvard Bioscience in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $101K | Put options by funds: $59K

48% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 27

0.02% more ownership

Funds ownership: 7.69%7.71% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 10094 (-6)

21% less capital invested

Capital invested by funds: $178M → $142M (-$36.6M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
40
Reduced
27
Closed
14
Calls
$101K
Puts
$59K
Net Calls
+$42K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$976K +$12.7K +276 +1%
BCM
27
Bridgeway Capital Management
Texas
$853K
Two Sigma Advisers
28
Two Sigma Advisers
New York
$796K +$278K +6,020 +48%
PPW
29
Pasadena Private Wealth
California
$742K
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$696K +$291K +6,317 +64%
GC
31
Globeflex Capital
California
$678K -$44.3K -961 -6%
CAM
32
ClariVest Asset Management
California
$623K -$248K -5,384 -27%
N
33
Nuveen
North Carolina
$602K
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$593K +$9.83K +213 +2%
Two Sigma Investments
35
Two Sigma Investments
New York
$563K +$50.3K +1,090 +9%
SO
36
STRS Ohio
Ohio
$539K +$156K +3,390 +37%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$425K -$166K -3,590 -27%
Prudential Financial
38
Prudential Financial
New Jersey
$402K +$360K +7,810 +505%
WG
39
Winton Group
United Kingdom
$377K +$237K +5,132 +141%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$356K -$68.8K -1,490 -15%
RP
41
Riverwater Partners
Wisconsin
$350K +$172K +3,717 +84%
CIC
42
Cornercap Investment Counsel
Georgia
$336K -$5.12K -111 -1%
Morgan Stanley
43
Morgan Stanley
New York
$246K -$1.55M -33,559 -85%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$204K +$160K +3,468 +272%
Invesco
45
Invesco
Georgia
$163K +$82.5K +1,787 +89%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$158K +$9.87K +214 +6%
LCM
47
Legato Capital Management
California
$138K -$82.1K -1,779 -36%
Goldman Sachs
48
Goldman Sachs
New York
$131K -$76.8K -1,665 -35%
TWM
49
Triton Wealth Management
Arizona
$129K -$2.95K -64 -2%
EGM
50
Engineers Gate Manager
New York
$127K -$207K -4,484 -60%

HBIO Hedge Fund Activity: Q3 2023 in Review

94 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q3 2023, worth a combined $142M — down 21% from $178M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HBIO and 8 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 40 added.

The largest buyer was Granahan Investment Management, adding an estimated $1.37M. The largest seller was Morgan Stanley, cutting an estimated $1.55M.

  • 94 institutional investors held Harvard Bioscience (HBIO) as of Q3 2023, down from 100 in Q2 2023.
  • Funds reported $142M of Harvard Bioscience stock for Q3 2023, down 21% quarter-over-quarter.
  • 8 funds opened new Harvard Bioscience positions in Q3 2023 and 14 closed out, a net change of -6 holders.
  • The largest Harvard Bioscience buyer in Q3 2023 was Granahan Investment Management, an estimated $1.37M added.
  • The largest Harvard Bioscience seller in Q3 2023 was Morgan Stanley, an estimated $1.55M sold.

Based on aggregated 13F filings for Q3 2023.