Harvard Bioscience
HBIO
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.
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: 2 → 2 (0)
6% less funds holding
Funds holding: 100 → 94 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$1.37M |
| 2 |
2C
272 Capital
Dallas,
Texas
|
+$923K |
| 3 |
AE
AMH Equity
Great Neck,
New York
|
+$652K |
| 4 |
BlackRock
New York
|
+$549K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.55M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$1.54M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.13M |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
-$336K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
101
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$131K | -2,391 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$95.9K | -2,078 | Closed |
|
|
VF
103
Virtu Financial
New York
| – | -$110K | -2,001 | Closed |
|
|
DA
104
Denali Advisors
San Diego,
California
| – | -$99.9K | -1,820 | Closed |
|
105
Man Group
London,
United Kingdom
| – | -$97.3K | -1,773 | Closed |
|
|
CWA
106
CM Wealth Advisors
Beachwood,
Ohio
| – | -$56.5K | -1,184 | Closed |
|
107
Lazard Asset Management
New York
| – | -$23K | -421 | Closed |
|
|
FCG
108
Financial Connections Group
Corte Madera,
California
| – | -$1K | -30 | 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.