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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$38K -$19.2K -417 -32%
Barclays
77
Barclays
United Kingdom
$30.9K -$2.95K -64 -8%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$28K +$8.95K +194 +44%
AB
79
Amalgamated Bank
New York
$25K
BSC
80
Brown Shipley & Co
United Kingdom
$20.6K
Legal & General Group
81
Legal & General Group
United Kingdom
$17.3K -$3.28K -71 -15%
DWA
82
Dorsey Wright & Associates
California
$17K -$646 -14 -3%
AIP
83
Ameritas Investment Partners
Nebraska
$13.9K
TRCT
84
Tower Research Capital (TRC)
New York
$13.8K -$42.8K -928 -74%
EARNEST Partners
85
EARNEST Partners
Georgia
$11.2K
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$9.27K
Citadel Advisors
87
Citadel Advisors
Florida
$8.13K -$8.68K -188 -50%
CT
88
Colonial Trust
South Carolina
$4.2K
Simplex Trading
89
Simplex Trading
Illinois
$4K +$4.48K +97 New
TFGT
90
TS Financial Group (TSFG)
Illinois
$1K
Citigroup
91
Citigroup
New York
$933 -$52.7K -1,143 -98%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$615 +$646 +14 New
Osaic Holdings
93
Osaic Holdings
Arizona
$430
Fidelity Investments
94
Fidelity Investments
Massachusetts
$206 +$46 +1 +25%
EI
95
EAM Investors
California
-$1.13M -20,499 Closed
JF
96
Jump Financial
Illinois
-$336K -6,119 Closed
Marshall Wace
97
Marshall Wace
United Kingdom
-$300K -5,465 Closed
OQS
98
Occudo Quantitative Strategies
Florida
-$216K -3,934 Closed
CSS
99
Cubist Systematic Strategies
Connecticut
-$182K -3,312 Closed
Verition Fund Management
100
Verition Fund Management
Connecticut
-$139K -2,541 Closed

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.