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Harvard Bioscience

95 hedge funds and large institutions have $65.5M invested in Harvard Bioscience in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 7.17%7.12% (-0.06%)

22% less capital invested

Capital invested by funds: $84.2M → $65.5M (-$18.7M)

96% less call options, than puts

Call options by funds: $2K | Put options by funds: $51K

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
25
Closed
14
Calls
$2K
Puts
$51K
Net Calls
-$49K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$8K -$4.04K -176 -30%
Legal & General Group
77
Legal & General Group
United Kingdom
$7.94K
AIP
78
Ameritas Investment Partners
Nebraska
$6.82K
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$6.23K
Russell Investments Group
80
Russell Investments Group
United Kingdom
$6.17K -$685K -29,830 -99%
SS
81
SBI Securities
Japan
$5.93K +$6.45K +281 New
AB
82
Amalgamated Bank
New York
$3K
CT
83
Colonial Trust
South Carolina
$2.44K
SCM
84
Sterling Capital Management
North Carolina
$2.19K +$2.14K +93 +845%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$2K +$919 +40 +91%
EWA
86
EverSource Wealth Advisors
Alabama
$2K +$988 +43 +83%
T
87
Transce3nd
Texas
$1.98K +$2.16K +94 New
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$1.29K +$1.33K +58 +1,933%
TFGT
89
TS Financial Group (TSFG)
Illinois
$1K
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$572 +$620 +27 New
Group One Trading
91
Group One Trading
Illinois
$422 +$459 +20 New
SAM
92
Smartleaf Asset Management
Massachusetts
$351 -$115 -5 -23%
IA
93
IFP Advisors
Florida
$32 +$46 +2 New
TWD
94
True Wealth Design
Ohio
$26 +$23 +1 New
KCM
95
Kennedy Capital Management
Missouri
-$346K -12,854 Closed
RP
96
Riverwater Partners
Wisconsin
-$265K -10,341 Closed
WG
97
Winton Group
United Kingdom
-$147K -5,456 Closed
AACP
98
Advantage Alpha Capital Partners
California
-$63.5K -2,362 Closed
CCM
99
Corsair Capital Management
New York
-$62.8K -2,336 Closed
EGM
100
Engineers Gate Manager
New York
-$51.6K -1,920 Closed

HBIO Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2024, worth a combined $65.5M — down 22% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBIO positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.18M. The largest seller was Russell Investments Group, cutting an estimated $685K.

  • 95 institutional investors held Harvard Bioscience (HBIO) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $65.5M of Harvard Bioscience stock for Q4 2024, down 22% quarter-over-quarter.
  • 16 funds opened new Harvard Bioscience positions in Q4 2024 and 14 closed out, a net change of +2 holders.
  • The largest Harvard Bioscience buyer in Q4 2024 was Royce & Associates, an estimated $1.18M added.
  • The largest Harvard Bioscience seller in Q4 2024 was Russell Investments Group, an estimated $685K sold.

Based on aggregated 13F filings for Q4 2024.