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Harvard Bioscience

94 hedge funds and large institutions have $84.2M invested in Harvard Bioscience in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 7.32%7.17% (-0.15%)

6% less funds holding

Funds holding: 10094 (-6)

7% less capital invested

Capital invested by funds: $90.7M → $84.2M (-$6.51M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

92% less call options, than puts

Call options by funds: $2K | Put options by funds: $26K

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
33
Reduced
27
Closed
18
Calls
$2K
Puts
$26K
Net Calls
-$24K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$8.69K
TRCT
77
Tower Research Capital (TRC)
New York
$8.08K -$31.7K -1,075 -78%
Simplex Trading
78
Simplex Trading
Illinois
$8K +$3.06K +104 +48%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$7.94K
AB
80
Amalgamated Bank
New York
$4K
Allspring Global Investments
81
Allspring Global Investments
North Carolina
$3.89K -$27.5K -935 -87%
CT
82
Colonial Trust
South Carolina
$3.29K +$766 +26 +27%
Osaic Holdings
83
Osaic Holdings
Arizona
$3.28K
CWP
84
Concord Wealth Partners
Virginia
$2.02K +$2.21K +75 New
EWA
85
EverSource Wealth Advisors
Alabama
$1.4K
TFGT
86
TS Financial Group (TSFG)
Illinois
$1K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$1K +$678 +23 +110%
SAM
88
Smartleaf Asset Management
Massachusetts
$609 +$648 +22 New
SCM
89
Sterling Capital Management
North Carolina
$288 +$324 +11 New
BTI
90
Blue Trust Inc
Georgia
$222 +$236 +8 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$145
CPA
92
Capital Performance Advisors
California
$110 +$118 +4 New
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$83 -$295 -10 -77%
Boston Partners
94
Boston Partners
Massachusetts
-$591K -20,733 Closed
GC
95
Globeflex Capital
California
-$398K -13,951 Closed
Prudential Financial
96
Prudential Financial
New Jersey
-$175K -6,146 Closed
SPA
97
Sherbrooke Park Advisers
New York
-$121K -4,242 Closed
VF
98
Virtu Financial
New York
-$101K -3,539 Closed
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
-$84.5K -2,840 Closed
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
-$57.6K -2,020 Closed

HBIO Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q3 2024, worth a combined $84.2M — down 7.2% from $90.7M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of HBIO and 12 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 33 added.

The largest buyer was AMH Equity, adding an estimated $557K. The largest seller was Boston Partners, exiting entirely with an estimated $591K sold.

  • 94 institutional investors held Harvard Bioscience (HBIO) as of Q3 2024, down from 100 in Q2 2024.
  • Funds reported $84.2M of Harvard Bioscience stock for Q3 2024, down 7.2% quarter-over-quarter.
  • 12 funds opened new Harvard Bioscience positions in Q3 2024 and 18 closed out, a net change of -6 holders.
  • The largest Harvard Bioscience buyer in Q3 2024 was AMH Equity, an estimated $557K added.
  • The largest Harvard Bioscience seller in Q3 2024 was Boston Partners, an estimated $591K sold.

Based on aggregated 13F filings for Q3 2024.