We are live on ! Find out more
HBIO icon

Harvard Bioscience

89 hedge funds and large institutions have $138M invested in Harvard Bioscience in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 7.75%7.49% (-0.26%)

4% less funds holding

Funds holding: 9389 (-4)

22% less capital invested

Capital invested by funds: $177M → $138M (-$39.2M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

37% less call options, than puts

Call options by funds: $19K | Put options by funds: $30K

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
27
Reduced
40
Closed
10
Calls
$19K
Puts
$30K
Net Calls
-$11K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$782K -$62.5K -1,390 -7%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$756K +$161K +3,589 +25%
PPW
28
Pasadena Private Wealth
California
$731K
GC
29
Globeflex Capital
California
$627K -$44.6K -991 -6%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$611K +$11.6K +257 +2%
N
31
Nuveen
North Carolina
$594K
SO
32
STRS Ohio
Ohio
$488K +$46.8K +1,040 +10%
CAM
33
ClariVest Asset Management
California
$471K +$944 +21 +0.2%
RP
34
Riverwater Partners
Wisconsin
$395K +$51.7K +1,149 +14%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$374K -$76.9K -1,710 -16%
Morgan Stanley
36
Morgan Stanley
New York
$339K -$626K -13,914 -63%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$329K
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$322K +$95.2K +2,118 +39%
Prudential Financial
39
Prudential Financial
New Jersey
$309K -$75.1K -1,670 -19%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$274K -$13.2K -293 -4%
WG
41
Winton Group
United Kingdom
$272K -$450 -10 -0.2%
Invesco
42
Invesco
Georgia
$243K +$50.9K +1,133 +25%
Two Sigma Investments
43
Two Sigma Investments
New York
$178K -$50.6K -1,126 -21%
UBS Group
44
UBS Group
Switzerland
$173K -$26.3K -584 -13%
Goldman Sachs
45
Goldman Sachs
New York
$169K -$1.53K -34 -0.8%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$162K +$7.46K +166 +5%
LCM
47
Legato Capital Management
California
$149K +$13.5K +301 +9%
Barclays
48
Barclays
United Kingdom
$122K -$122K -2,714 -49%
HIM
49
Hillsdale Investment Management
Ontario, Canada
$112K +$119K +2,640 New
Osaic Holdings
50
Osaic Holdings
Arizona
$107K +$113K +2,524 +25,240%

HBIO Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2024, worth a combined $138M — down 22% from $177M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HBIO and 7 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 27 added.

The largest buyer was AMH Equity, adding an estimated $725K. The largest seller was Punch & Associates Investment Management, cutting an estimated $655K.

  • 89 institutional investors held Harvard Bioscience (HBIO) as of Q1 2024, down from 93 in Q4 2023.
  • Funds reported $138M of Harvard Bioscience stock for Q1 2024, down 22% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q1 2024 and 10 closed out, a net change of -3 holders.
  • The largest Harvard Bioscience buyer in Q1 2024 was AMH Equity, an estimated $725K added.
  • The largest Harvard Bioscience seller in Q1 2024 was Punch & Associates Investment Management, an estimated $655K sold.

Based on aggregated 13F filings for Q1 2024.