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Harvard Bioscience

64 hedge funds and large institutions have $56.4M invested in Harvard Bioscience in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.07% more ownership

Funds ownership: 6.31%6.38% (+0.07%)

6% less funds holding

Funds holding: 6864 (-4)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

23% less capital invested

Capital invested by funds: $73.2M → $56.4M (-$16.9M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
21
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1
Engine Capital Management
New York
$10.8M +$1.68M +61,942 +19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.77M +$68.2K +2,517 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.43M +$1.47M +54,170 +37%
GIM
4
Granahan Investment Management
Massachusetts
$4.08M -$105K -3,868 -2%
HP
5
Harvey Partners
New York
$3.78M +$1.89M +69,677 +69%
RA
6
Royce & Associates
New York
$3.71M +$81.3K +3,000 +2%
DGHMC
7
Dalton, Greiner, Hartman, Maher & Co
New York
$3.58M +$123K +4,541 +3%
KCM
8
Kennedy Capital Management
Missouri
$2.59M -$1.06M -39,145 -25%
BlackRock
9
BlackRock
New York
$2.44M -$7.48K -276 -0.2%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$2.37M +$31.1K +1,149 +1%
HA
11
Heartland Advisors
Wisconsin
$2.21M
Renaissance Technologies
12
Renaissance Technologies
New York
$1.5M +$382K +14,083 +26%
BCM
13
Bridgeway Capital Management
Texas
$1.38M -$52.6K -1,940 -3%
Millennium Management
14
Millennium Management
New York
$1.18M +$69.7K +2,571 +5%
ICM
15
Invenomic Capital Management
Massachusetts
$1.09M -$543K -20,055 -29%
BA
16
Bard Associates
Illinois
$691K +$4.47K +165 +0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$604K +$1.79K +66 +0.2%
EIM
18
Essex Investment Management
Massachusetts
$553K -$743K -27,426 -52%
Northern Trust
19
Northern Trust
Illinois
$350K +$3.36K +124 +0.8%
CAM
20
ClariVest Asset Management
California
$341K -$20.1K -741 -5%
WCM
21
Wedge Capital Management
North Carolina
$335K +$135K +4,997 +49%
OAM
22
Oxford Asset Management
United Kingdom
$281K -$363K -13,415 -51%
ARM
23
Adirondack Research & Management
New York
$279K -$13K -480 -4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$272K -$43.2K -1,596 -11%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$255K

HBIO Hedge Fund Activity: Q1 2020 in Review

64 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2020, worth a combined $56.4M — down 23% from $73.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBIO and 5 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 21 added.

The largest buyer was Harvey Partners, adding an estimated $1.89M. The largest seller was Kennedy Capital Management, cutting an estimated $1.06M.

  • 64 institutional investors held Harvard Bioscience (HBIO) as of Q1 2020, down from 68 in Q4 2019.
  • Funds reported $56.4M of Harvard Bioscience stock for Q1 2020, down 23% quarter-over-quarter.
  • 5 funds opened new Harvard Bioscience positions in Q1 2020 and 8 closed out, a net change of -3 holders.
  • The largest Harvard Bioscience buyer in Q1 2020 was Harvey Partners, an estimated $1.89M added.
  • The largest Harvard Bioscience seller in Q1 2020 was Kennedy Capital Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2020.