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Harvard Bioscience
HBIO

93 hedge funds and large institutions have $177M invested in Harvard Bioscience in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $142M → $177M (+$35.4M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

0.04% more ownership

Funds ownership: 7.71% → 7.75% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 94 → 93 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
32
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$999K
2
BlackRock
BlackRock
New York
+$773K
3
Morgan Stanley
Morgan Stanley
New York
+$731K
4
GIM
Granahan Investment Management
Massachusetts
+$487K
5
BFM
Boothbay Fund Management
New York
+$395K

Top Sellers

Rank Fund Capital Flow
1
2C
272 Capital
Texas
-$1.46M
2
Millennium Management
Millennium Management
New York
-$1.25M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$360K
4
Two Sigma Investments
Two Sigma Investments
New York
-$351K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$244K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.17M +$731K +16,195 +283%
BCM
27
Bridgeway Capital Management
Texas
$1.06M – – –
PPW
28
Pasadena Private Wealth
California
$923K – – –
GC
29
Globeflex Capital
California
$844K – – –
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$762K +$20.1K +446 +3%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$757K -$91.8K -2,033 -13%
N
32
Nuveen
North Carolina
$749K – – –
CAM
33
ClariVest Asset Management
California
$593K -$154K -3,406 -24%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$563K -$360K -7,980 -43%
SO
35
STRS Ohio
Ohio
$560K -$93K -2,060 -16%
Prudential Financial
36
Prudential Financial
New Jersey
$479K -$18.1K -400 -4%
RP
37
Riverwater Partners
Wisconsin
$437K +$1.04K +23 +0.3%
CIC
38
Cornercap Investment Counsel
Georgia
$418K – – –
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$415K -$96K -2,127 -22%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$361K -$68.8K -1,523 -18%
CCM
41
Corsair Capital Management
New York
$356K +$300K +6,654 New
WG
42
Winton Group
United Kingdom
$343K -$107K -2,363 -27%
Millennium Management
43
Millennium Management
New York
$336K -$1.25M -27,659 -81%
Barclays
44
Barclays
United Kingdom
$299K +$219K +4,861 +676%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$293K +$33.1K +734 +15%
Two Sigma Investments
46
Two Sigma Investments
New York
$285K -$351K -7,778 -59%
UBS Group
47
UBS Group
Switzerland
$249K +$119K +2,630 +130%
Invesco
48
Invesco
Georgia
$246K +$36.8K +816 +22%
Goldman Sachs
49
Goldman Sachs
New York
$215K +$44.6K +989 +33%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$196K -$542 -12 -0.3%
1
2
3 4 5

HBIO Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2023, worth a combined $177M — up 25% from $142M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBIO and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 32 added.

The largest buyer was Portolan Capital Management, adding an estimated $999K. The largest seller was 272 Capital, cutting an estimated $1.46M.

  • 93 institutional investors held Harvard Bioscience (HBIO) as of Q4 2023, down from 94 in Q3 2023.
  • Funds reported $177M of Harvard Bioscience stock for Q4 2023, up 25% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest Harvard Bioscience buyer in Q4 2023 was Portolan Capital Management, an estimated $999K added.
  • The largest Harvard Bioscience seller in Q4 2023 was 272 Capital, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.