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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
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$124K +$133K +2,883 New
JP Morgan Chase
52
JP Morgan Chase
New York
$117K -$17.9K -388 -12%
Deutsche Bank
53
Deutsche Bank
Germany
$92.2K +$86.2K +1,869 +680%
PTC
54
Petrus Trust Company
Texas
$91.5K +$98.2K +2,129 New
Mirae Asset Global Investments
55
Mirae Asset Global Investments
South Korea
$90.2K
AG
56
Algert Global
California
$90K -$19.3K -419 -17%
MIM
57
MetLife Investment Management
New Jersey
$89.4K
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$88.7K +$7.01K +152 +8%
UBS Group
59
UBS Group
Switzerland
$87.2K -$30.5K -662 -25%
AIG
60
American International Group
New York
$86K +$5.4K +117 +6%
PCM
61
Prelude Capital Management
New York
$84.3K +$32.8K +710 +57%
Bank of America
62
Bank of America
North Carolina
$78.1K +$42.6K +924 +104%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$73.8K +$5.21K +113 +7%
Victory Capital Management
64
Victory Capital Management
Texas
$73.5K
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.9K
Franklin Resources
66
Franklin Resources
California
$67.3K +$72.2K +1,565 New
C
67
Certuity
Florida
$61.8K +$185 +4 +0.3%
EAM
68
Eagle Asset Management
Florida
$59.5K
XT
69
XTX Topco
Cayman Islands
$57.3K -$8.03K -174 -12%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$56.3K +$60.4K +1,308 New
AQR Capital Management
71
AQR Capital Management
Connecticut
$50.5K +$54.3K +1,176 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$49.1K +$1.48K +32 +3%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$47K
Squarepoint
74
Squarepoint
New York
$46.2K +$49.6K +1,074 New
Wells Fargo
75
Wells Fargo
California
$39.5K -$33.6K -728 -44%

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.