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Harvard Bioscience

87 hedge funds and large institutions have $144M invested in Harvard Bioscience in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $10K | Put options by funds: $5K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

30% more capital invested

Capital invested by funds: $111M → $144M (+$33.3M)

7% more funds holding

Funds holding: 8187 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 6.63%6.63% (-0%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
27
Reduced
32
Closed
9
Calls
$10K
Puts
$5K
Net Calls
+$5K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.2M +$66.4K +1,364 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.8M -$253K -5,207 -3%
RA
3
Royce & Associates
New York
$10.5M +$1.23M +25,235 +15%
PAIM
4
Punch & Associates Investment Management
Minnesota
$9.35M +$491K +10,103 +6%
PCM
5
Portolan Capital Management
Massachusetts
$8.79M +$1.32M +27,163 +20%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.32M -$1.51M -31,039 -17%
GIM
7
Granahan Investment Management
Massachusetts
$8.3M -$19.6K -403 -0.3%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.79M +$1.03M +21,120 +17%
HP
9
Harvey Partners
New York
$6.01M +$520K +10,700 +11%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$5.57M -$373K -7,677 -7%
HA
11
Heartland Advisors
Wisconsin
$5.19M -$55.5K -1,140 -1%
ACM
12
Archon Capital Management
Washington
$4.82M
KCM
13
Kennedy Capital Management
Missouri
$3.96M -$1.23M -25,248 -26%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.28M +$264K +5,433 +10%
State Street
15
State Street
Massachusetts
$3.25M -$198K -4,068 -6%
Northern Trust
16
Northern Trust
Illinois
$2.64M -$649K -13,350 -22%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$2.2M
BCM
18
Bridgeway Capital Management
Texas
$1.86M -$329K -6,760 -17%
EIM
19
Essex Investment Management
Massachusetts
$1.64M -$154K -3,160 -10%
BA
20
Bard Associates
Illinois
$1.61M -$7.3K -150 -0.5%
Wells Fargo
21
Wells Fargo
California
$1.35M +$921K +18,926 +328%
GCA
22
Greenwood Capital Associates
South Carolina
$1.15M +$14.2K +291 +1%
EI
23
EAM Investors
California
$1.13M +$1.01M +20,699 New
AI
24
Acuitas Investments
Washington
$1.09M +$973K +20,000 New
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.06M -$21.4K -440 -2%

HBIO Hedge Fund Activity: Q1 2021 in Review

87 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2021, worth a combined $144M — up 30% from $111M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new HBIO positions and 9 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $1.32M. The largest seller was Vanguard Group, cutting an estimated $1.51M.

  • 87 institutional investors held Harvard Bioscience (HBIO) as of Q1 2021, up from 81 in Q4 2020.
  • Funds reported $144M of Harvard Bioscience stock for Q1 2021, up 30% quarter-over-quarter.
  • 15 funds opened new Harvard Bioscience positions in Q1 2021 and 9 closed out, a net change of +6 holders.
  • The largest Harvard Bioscience buyer in Q1 2021 was Portolan Capital Management, an estimated $1.32M added.
  • The largest Harvard Bioscience seller in Q1 2021 was Vanguard Group, an estimated $1.51M sold.

Based on aggregated 13F filings for Q1 2021.