Harvard Bioscience
HBIO
99 hedge funds and large institutions have $232M invested in Harvard Bioscience in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 11 closing their positions.
109% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 11
94% more call options, than puts
Call options by funds: $35K | Put options by funds: $18K
61% more capital invested
Capital invested by funds: $144M → $232M (+$88M)
14% more funds holding
Funds holding: 87 → 99 (+12)
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
0.35% more ownership
Funds ownership: 6.63% → 6.98% (+0.35%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.85M |
| 2 |
PHP
Parkman Healthcare Partners
Stamford,
Connecticut
|
+$2.85M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$2.44M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$1.46M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.96M |
| 2 |
BlackRock
New York
|
-$1.67M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.41M |
| 4 |
Renaissance Technologies
New York
|
-$1.37M |
| 5 |
ACM
Archon Capital Management
Seattle,
Washington
|
-$968K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DGHMC
101
Dalton, Greiner, Hartman, Maher & Co
New York
| – | -$489K | -8,947 | Closed |
|
|
WCM
102
Wedge Capital Management
Charlotte,
North Carolina
| – | -$432K | -7,910 | Closed |
|
103
Jane Street
New York
| – | -$81K | -1,475 | Closed |
|
|
TI
104
Trexquant Investment
Stamford,
Connecticut
| – | -$76K | -1,395 | Closed |
|
105
Citadel Advisors
Miami,
Florida
| – | -$71K | -1,303 | Closed |
|
|
SFS
106
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$88K | -1,204 | Closed |
|
107
ProShare Advisors
Bethesda,
Maryland
| – | -$56K | -1,023 | Closed |
|
108
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$55K | -1,000 | Closed |
|
109
Russell Investments Group
London,
United Kingdom
| – | -$51K | -940 | Closed |
|
110
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8K | -115 | Closed |
|
HBIO Hedge Fund Activity: Q2 2021 in Review
99 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q2 2021, worth a combined $232M — up 61% from $144M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HBIO positions and 11 closed out — a net gain of 12 holders — while 35 added to existing stakes and 31 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.85M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.96M sold.
- 99 institutional investors held Harvard Bioscience (HBIO) as of Q2 2021, up from 87 in Q1 2021.
- Funds reported $232M of Harvard Bioscience stock for Q2 2021, up 61% quarter-over-quarter.
- 23 funds opened new Harvard Bioscience positions in Q2 2021 and 11 closed out, a net change of +12 holders.
- The largest Harvard Bioscience buyer in Q2 2021 was Vanguard Group, an estimated $2.85M added.
- The largest Harvard Bioscience seller in Q2 2021 was Kennedy Capital Management, an estimated $3.96M sold.
Based on aggregated 13F filings for Q2 2021.