Harvard Bioscience
HBIO
81 hedge funds and large institutions have $111M invested in Harvard Bioscience in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 9 closing their positions.
40% more capital invested
Capital invested by funds: $79.2M → $111M (+$31.6M)
15% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 26
0.14% less ownership
Funds ownership: 6.77% → 6.63% (-0.14%)
5% less funds holding
Funds holding: 85 → 81 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$1.34M |
| 2 |
HP
Harvey Partners
Tarrytown,
New York
|
+$758K |
| 3 |
State Street
Boston,
Massachusetts
|
+$643K |
| 4 |
BlackRock
New York
|
+$566K |
| 5 |
JP Morgan Chase
New York
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$2.5M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$873K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$718K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$551K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
EARNEST Partners
Atlanta,
Georgia
| $11K | – | – | – |
|
|
PAM
77
Panagora Asset Management
Boston,
Massachusetts
| $6K | -$45.1K | -1,209 | -89% |
|
|
TFS
78
TrustCore Financial Services
Brentwood,
Tennessee
| $3K | – | – | – |
|
|
TFGT
79
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
AIG
80
American International Group
New York
| $95 | -$2.39K | -64 | -3% |
|
|
AL
81
AJO LP
Philadelphia,
Pennsylvania
| – | -$284K | -9,447 | Closed |
|
|
SCP
82
Seizert Capital Partners
Birmingham,
Michigan
| – | -$102K | -3,402 | Closed |
|
|
AIM
83
Alambic Investment Management
Belvedere,
California
| – | -$76K | -2,540 | Closed |
|
84
Squarepoint
New York
| – | -$75K | -2,475 | Closed |
|
|
B
85
Bailard
Foster City,
California
| – | -$56K | -1,850 | Closed |
|
|
NNP
86
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$9K | -313 | Closed |
|
87
Simplex Trading
Chicago,
Illinois
| – | -$2.65K | -71 | Closed |
|
|
ASN
88
Advisory Services Network
Atlanta,
Georgia
| – | +$261 | +7 | New |
|
HBIO Hedge Fund Activity: Q4 2020 in Review
81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2020, worth a combined $111M — up 40% from $79.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HBIO and 5 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 30 added.
The largest buyer was Portolan Capital Management, adding an estimated $1.34M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $2.5M.
- 81 institutional investors held Harvard Bioscience (HBIO) as of Q4 2020, down from 85 in Q3 2020.
- Funds reported $111M of Harvard Bioscience stock for Q4 2020, up 40% quarter-over-quarter.
- 5 funds opened new Harvard Bioscience positions in Q4 2020 and 9 closed out, a net change of -4 holders.
- The largest Harvard Bioscience buyer in Q4 2020 was Portolan Capital Management, an estimated $1.34M added.
- The largest Harvard Bioscience seller in Q4 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $2.5M sold.
Based on aggregated 13F filings for Q4 2020.