Harvard Bioscience
HBIO
103 hedge funds and large institutions have $211M invested in Harvard Bioscience in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
10% more capital invested
Capital invested by funds: $192M → $211M (+$19.6M)
4% more funds holding
Funds holding: 99 → 103 (+4)
0.62% more ownership
Funds ownership: 6.74% → 7.35% (+0.62%)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
38% less call options, than puts
Call options by funds: $21K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.88M |
| 2 |
BlackRock
New York
|
+$2.32M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
+$1.74M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$1.29M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.82M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.77M |
| 3 |
Renaissance Technologies
New York
|
-$1.21M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.19M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$683K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCG
101
Financial Connections Group
Corte Madera,
California
| $2K | +$2.13K | +30 | New |
|
|
APA
102
American Portfolios Advisors
Holbrook,
New York
| $1.41K | – | – | – |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $161 | -$1.42K | -20 | -0.9% |
|
|
HIM
104
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$2.82M | -40,329 | Closed |
|
|
EI
105
EAM Investors
Solana Beach,
California
| – | -$1.19M | -17,058 | Closed |
|
|
ECM
106
ExodusPoint Capital Management
New York
| – | -$110K | -1,580 | Closed |
|
107
SG Americas Securities
New York
| – | -$103K | -1,482 | Closed |
|
108
Prudential Financial
Newark,
New Jersey
| – | -$92K | -1,314 | Closed |
|
109
Citadel Advisors
Miami,
Florida
| – | -$88K | -1,265 | Closed |
|
|
AS
110
Altshuler Shaham
Tel Aviv,
Israel
| – | -$43K | -609 | Closed |
|
|
FQ
111
First Quadrant
Glendale,
California
| – | -$32K | -454 | Closed |
|
|
TFS
112
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$4K | -60 | Closed |
|
|
OSAM
113
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$2K | -35 | Closed |
|
HBIO Hedge Fund Activity: Q4 2021 in Review
103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2021, worth a combined $211M — up 10% from $192M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HBIO positions and 10 closed out — a net gain of 5 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $3.88M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $2.82M sold.
- 103 institutional investors held Harvard Bioscience (HBIO) as of Q4 2021, up from 99 in Q3 2021.
- Funds reported $211M of Harvard Bioscience stock for Q4 2021, up 10% quarter-over-quarter.
- 15 funds opened new Harvard Bioscience positions in Q4 2021 and 10 closed out, a net change of +5 holders.
- The largest Harvard Bioscience buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $3.88M added.
- The largest Harvard Bioscience seller in Q4 2021 was Hillsdale Investment Management, an estimated $2.82M sold.
Based on aggregated 13F filings for Q4 2021.