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Harvard Bioscience

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.

New
Increased
Maintained
Reduced
Closed

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: 8799 (+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: 11 (0)

Holders
99
Holders Change
+12
Holders Change %
+13.79%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
35
Reduced
31
Closed
11
Calls
$35K
Puts
$18K
Net Calls
+$17K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$22.8M -$1.67M -23,613 -8%
RA
2
Royce & Associates
New York
$16.8M +$679K +9,600 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.3M -$137K -1,939 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16M +$2.85M +40,254 +26%
PCM
5
Portolan Capital Management
Massachusetts
$15.1M +$1.46M +20,707 +13%
PAIM
6
Punch & Associates Investment Management
Minnesota
$13.9M -$273K -3,856 -2%
GIM
7
Granahan Investment Management
Massachusetts
$12.8M +$143K +2,024 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.3M -$1.37M -19,430 -14%
HP
9
Harvey Partners
New York
$9.16M
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$8.96M +$395K +5,579 +5%
HA
11
Heartland Advisors
Wisconsin
$6.25M -$1.41M -20,000 -21%
ACM
12
Archon Capital Management
Washington
$6.21M -$968K -13,677 -16%
State Street
13
State Street
Massachusetts
$5.73M +$647K +9,147 +15%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.11M +$91.4K +1,292 +2%
Northern Trust
15
Northern Trust
Illinois
$4.15M +$104K +1,467 +3%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$4M +$544K +7,685 +19%
BCM
17
Bridgeway Capital Management
Texas
$3.58M +$631K +8,920 +26%
Wells Fargo
18
Wells Fargo
California
$3.52M +$1.25M +17,626 +71%
PHP
19
Parkman Healthcare Partners
Connecticut
$3.35M +$2.85M +40,237 New
EIM
20
Essex Investment Management
Massachusetts
$3.19M +$585K +8,266 +28%
MPAM
21
Monarch Partners Asset Management
Massachusetts
$2.87M +$2.44M +34,424 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.79M +$987K +13,947 +72%
AI
23
Acuitas Investments
Washington
$2.72M +$895K +12,649 +63%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.52M +$946K +13,370 +79%
BA
25
Bard Associates
Illinois
$2.46M -$2.62K -37 -0.1%

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.