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Harvard Bioscience

65 hedge funds and large institutions have $127M invested in Harvard Bioscience in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $8K | Put options by funds: $2K

62% more capital invested

Capital invested by funds: $78.5M → $127M (+$48.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 7.22%7.16% (-0.06%)

4% less funds holding

Funds holding: 6865 (-3)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
25
Closed
7
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
+$34K
Name Holding Trade Value Shares
Change
Change in
Stake
2C
1
272 Capital
Texas
$14.3M +$657K +22,150 +7%
PAIM
2
Punch & Associates Investment Management
Minnesota
$12.4M +$544K +18,329 +7%
HP
3
Harvey Partners
New York
$11.4M -$590K -19,880 -7%
AE
4
AMH Equity
New York
$8.63M -$593K -20,000 -9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.33M +$11.8K +398 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.32M +$1.44M +48,620 +39%
RA
7
Royce & Associates
New York
$6.04M +$42.5K +1,432 +1%
GIM
8
Granahan Investment Management
Massachusetts
$6.01M -$95.8K -3,231 -2%
ACM
9
Archon Capital Management
Washington
$5.72M
BFM
10
Boothbay Fund Management
New York
$5.19M +$481K +16,227 +15%
HA
11
Heartland Advisors
Wisconsin
$5.04M +$254K +8,560 +8%
MIM
12
Meros Investment Management
Texas
$4.72M -$37.5K -1,264 -1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.64M
PCM
14
Portolan Capital Management
Massachusetts
$4.38M -$31.9K -1,075 -1%
BlackRock
15
BlackRock
New York
$3.8M +$1.99K +67 +0.1%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.07M -$12.8K -430 -0.6%
EI
17
EAM Investors
California
$1.45M +$1.03M +34,555 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.42M
KCM
19
Kennedy Capital Management
Missouri
$1.39M
BA
20
Bard Associates
Illinois
$1.22M -$5.93K -200 -0.7%
GCA
21
Greenwood Capital Associates
South Carolina
$1.16M -$17.7K -598 -2%
BCM
22
Bridgeway Capital Management
Texas
$833K -$74.2K -2,500 -11%
CWA
23
CM Wealth Advisors
Ohio
$831K +$441K +14,869 New
Northern Trust
24
Northern Trust
Illinois
$808K +$4.09K +138 +0.7%
Charles Schwab
25
Charles Schwab
California
$636K

HBIO Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2023, worth a combined $127M — up 62% from $78.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HBIO and 6 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 14 added.

The largest buyer was Vanguard Group, adding an estimated $1.44M. The largest seller was AMH Equity, cutting an estimated $593K.

  • 65 institutional investors held Harvard Bioscience (HBIO) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $127M of Harvard Bioscience stock for Q1 2023, up 62% quarter-over-quarter.
  • 6 funds opened new Harvard Bioscience positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest Harvard Bioscience buyer in Q1 2023 was Vanguard Group, an estimated $1.44M added.
  • The largest Harvard Bioscience seller in Q1 2023 was AMH Equity, an estimated $593K sold.

Based on aggregated 13F filings for Q1 2023.