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Harvard Bioscience

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

6% less funds holding

Funds holding: 10094 (-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

Holders
94
Holders Change
-6
Holders Change %
-6%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
40
Reduced
27
Closed
14
Calls
$101K
Puts
$59K
Net Calls
+$42K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
2C
1
272 Capital
Texas
$14M +$923K +20,004 +7%
PAIM
2
Punch & Associates Investment Management
Minnesota
$12.6M +$279K +6,038 +2%
BlackRock
3
BlackRock
New York
$11.8M +$549K +11,893 +5%
HP
4
Harvey Partners
New York
$11M +$155K +3,350 +1%
AE
5
AMH Equity
New York
$9.21M +$652K +14,135 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.88M +$472K +10,238 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.32M +$537K +11,634 +6%
GIM
8
Granahan Investment Management
Massachusetts
$7.46M +$1.37M +29,612 +21%
RA
9
Royce & Associates
New York
$6.07M +$45.2K +980 +0.7%
BFM
10
Boothbay Fund Management
New York
$5.48M +$463K +10,027 +9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.57M -$191K -4,139 -4%
HA
12
Heartland Advisors
Wisconsin
$3.73M +$76K +1,647 +2%
MIM
13
Meros Investment Management
Texas
$3.47M -$27.2K -589 -0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.35M +$246K +5,333 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.2M -$34.7K -753 -1%
State Street
16
State Street
Massachusetts
$2.87M +$190K +4,120 +7%
Northern Trust
17
Northern Trust
Illinois
$2.01M +$24.5K +531 +1%
PCM
18
Portolan Capital Management
Massachusetts
$1.94M -$1.54M -33,269 -42%
Millennium Management
19
Millennium Management
New York
$1.46M +$341K +7,382 +28%
KCM
20
Kennedy Capital Management
Missouri
$1.42M
BA
21
Bard Associates
Illinois
$1.23M -$4.61K -100 -0.3%
ACM
22
Archon Capital Management
Washington
$1.2M
AI
23
Acuitas Investments
Washington
$1.04M +$284K +6,148 +34%
Charles Schwab
24
Charles Schwab
California
$1.02M +$29.7K +644 +3%
GCA
25
Greenwood Capital Associates
South Carolina
$987K +$7.47K +162 +0.7%

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.