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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
Deutsche Bank
51
Deutsche Bank
Germany
$96.5K +$2.79K +62 +3%
MIM
52
MetLife Investment Management
New Jersey
$89.7K +$1.57K +35 +2%
AIG
53
American International Group
New York
$84.7K -$764 -17 -0.8%
Jane Street
54
Jane Street
New York
$82.8K +$87.9K +1,954 New
State of Wisconsin Investment Board
55
State of Wisconsin Investment Board
Wisconsin
$81.8K +$86.8K +1,930 New
PTC
56
Petrus Trust Company
Texas
$81.7K
Citadel Advisors
57
Citadel Advisors
Florida
$80.5K +$85.4K +1,899 New
Millennium Management
58
Millennium Management
New York
$80.4K -$197K -4,391 -70%
EGM
59
Engineers Gate Manager
New York
$77K -$13.6K -302 -14%
JP Morgan Chase
60
JP Morgan Chase
New York
$70.9K -$47.7K -1,060 -39%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70.2K +$360 +8 +0.5%
PCM
62
Prelude Capital Management
New York
$70.1K
Franklin Resources
63
Franklin Resources
California
$68.9K
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$65.7K -$8.99K -200 -11%
VOYA Investment Management
65
VOYA Investment Management
Georgia
$61.5K -$12K -266 -15%
C
66
Certuity
Florida
$61K
Wells Fargo
67
Wells Fargo
California
$56.4K +$7.28K +162 +14%
B
68
Bailard
California
$56.1K -$29.2K -649 -33%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$54K +$56.7K +1,262 New
TWM
70
Triton Wealth Management
Arizona
$50.2K -$59.5K -1,324 -50%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$47K +$360 +8 +0.7%
Bank of America
72
Bank of America
North Carolina
$44.2K -$112K -2,485 -70%
Citigroup
73
Citigroup
New York
$32K +$4.99K +111 +17%
BSC
74
Brown Shipley & Co
United Kingdom
$20.2K -$180 -4 -0.8%
Legal & General Group
75
Legal & General Group
United Kingdom
$18.7K

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.