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Harvard Bioscience

79 hedge funds and large institutions have $74M invested in Harvard Bioscience in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% less ownership

Funds ownership: 7.19%6.94% (-0.25%)

12% less funds holding

Funds holding: 9079 (-11)

26% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 31

31% less capital invested

Capital invested by funds: $107M → $74M (-$32.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
79
Holders Change
-11
Holders Change %
-12.22%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
23
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
51
Squarepoint
New York
$46K +$7.94K +240 +16%
VF
52
Virtu Financial
New York
$46K +$59.3K +1,792 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$44K
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$51.6K +1,560 New
Citadel Advisors
55
Citadel Advisors
Florida
$39K -$442K -13,370 -90%
AG
56
Algert Global
California
$38K
C
57
Certuity
Florida
$37K -$82.6K -2,496 -64%
LP
58
LMR Partners
United Kingdom
$36K
Victory Capital Management
59
Victory Capital Management
Texas
$33K +$1.79K +54 +4%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$26K -$99.2K -3,000 -74%
Bank of America
61
Bank of America
North Carolina
$22K +$24.8K +750 +728%
Lazard Asset Management
62
Lazard Asset Management
New York
$18K -$16.1K -487 -41%
TRCT
63
Tower Research Capital (TRC)
New York
$9K +$8.96K +271 +258%
EARNEST Partners
64
EARNEST Partners
Georgia
$7K
JP Morgan Chase
65
JP Morgan Chase
New York
$7K +$3.04K +92 +56%
UBS Group
66
UBS Group
Switzerland
$7K +$7.18K +217 +350%
Osaic Holdings
67
Osaic Holdings
Arizona
$5K -$4.04K -122 -37%
HI
68
Harbour Investments
Wisconsin
$4K
Simplex Trading
69
Simplex Trading
Illinois
$3K +$4.17K +126 +525%
TFS
70
TrustCore Financial Services
Tennessee
$2K
Citigroup
71
Citigroup
New York
$1K -$1.79K -54 -52%
Wells Fargo
72
Wells Fargo
California
$1K -$33 -1 -4%
PGAM
73
Princeton Global Asset Management
New Jersey
$1K
TFGT
74
TS Financial Group (TSFG)
Illinois
$1K
CUAMC
75
China Universal Asset Management Company
China
$1K +$1.29K +39 New

HBIO Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q3 2022, worth a combined $74M — down 31% from $107M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HBIO and 8 opened new positions — a net loss of 11 holders — while 31 trimmed existing stakes and 23 added.

The largest buyer was Heartland Advisors, adding an estimated $1.38M. The largest seller was Portolan Capital Management, cutting an estimated $3.67M.

  • 79 institutional investors held Harvard Bioscience (HBIO) as of Q3 2022, down from 90 in Q2 2022.
  • Funds reported $74M of Harvard Bioscience stock for Q3 2022, down 31% quarter-over-quarter.
  • 8 funds opened new Harvard Bioscience positions in Q3 2022 and 19 closed out, a net change of -11 holders.
  • The largest Harvard Bioscience buyer in Q3 2022 was Heartland Advisors, an estimated $1.38M added.
  • The largest Harvard Bioscience seller in Q3 2022 was Portolan Capital Management, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2022.