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Harvard Bioscience

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: 22 (0)

1% less funds holding

Funds holding: 9493 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$189K +$77.3K +1,712 +94%
LCM
52
Legato Capital Management
California
$171K
LCM
53
Landscape Capital Management
New Jersey
$157K +$133K +2,937 New
JP Morgan Chase
54
JP Morgan Chase
New York
$146K
TWM
55
Triton Wealth Management
Arizona
$133K -$13.5K -300 -10%
Deutsche Bank
56
Deutsche Bank
Germany
$118K +$3.16K +70 +3%
EGM
57
Engineers Gate Manager
New York
$113K -$38.2K -847 -29%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$112K
MIM
59
MetLife Investment Management
New Jersey
$111K
AIG
60
American International Group
New York
$108K +$677 +15 +0.8%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$107K +$90.5K +2,005 New
B
62
Bailard
California
$106K +$89K +1,972 New
PTC
63
Petrus Trust Company
Texas
$103K -$9.16K -203 -10%
Victory Capital Management
64
Victory Capital Management
Texas
$96.6K +$4.33K +96 +6%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$93.6K -$14.1K -313 -15%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$91.8K
PCM
67
Prelude Capital Management
New York
$88.4K -$13.9K -307 -16%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.2K
Franklin Resources
69
Franklin Resources
California
$86.9K +$2.66K +59 +4%
C
70
Certuity
Florida
$76.9K
EAM
71
Eagle Asset Management
Florida
$74K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$71K +$31.1K +690 +108%
Wells Fargo
73
Wells Fargo
California
$62.5K +$11.2K +249 +27%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$61.2K
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$59K

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.