We are live on ! Find out more
HBIO icon

Harvard Bioscience

93 hedge funds and large institutions have $177M invested in Harvard Bioscience in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $142M → $177M (+$35.4M)

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

0.04% more ownership

Funds ownership: 7.71%7.75% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 9493 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
32
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
2C
1
272 Capital
Texas
$15.7M -$1.46M -32,372 -10%
PAIM
2
Punch & Associates Investment Management
Minnesota
$15.6M -$22.6K -500 -0.2%
BlackRock
3
BlackRock
New York
$15.6M +$773K +17,113 +6%
HP
4
Harvey Partners
New York
$13.7M
AE
5
AMH Equity
New York
$11.6M +$97.2K +2,154 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$11.2M +$172K +3,817 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.3M -$37.6K -833 -0.4%
GIM
8
Granahan Investment Management
Massachusetts
$9.86M +$487K +10,791 +6%
RA
9
Royce & Associates
New York
$7.76M +$181K +4,020 +3%
BFM
10
Boothbay Fund Management
New York
$7.29M +$395K +8,750 +7%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$5.4M -$244K -5,401 -5%
HA
12
Heartland Advisors
Wisconsin
$4.64M
MIM
13
Meros Investment Management
Texas
$4.39M +$57K +1,263 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.31M +$120K +2,658 +3%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.85M -$110K -2,430 -3%
State Street
16
State Street
Massachusetts
$3.65M +$64.7K +1,434 +2%
PCM
17
Portolan Capital Management
Massachusetts
$3.6M +$999K +22,127 +49%
Northern Trust
18
Northern Trust
Illinois
$2.5M +$4.24K +94 +0.2%
AI
19
Acuitas Investments
Washington
$1.75M +$383K +8,474 +35%
KCM
20
Kennedy Capital Management
Missouri
$1.75M -$22.8K -506 -2%
BA
21
Bard Associates
Illinois
$1.53M -$2.26K -50 -0.2%
ACM
22
Archon Capital Management
Washington
$1.49M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.34M +$102K +2,261 +10%
Charles Schwab
24
Charles Schwab
California
$1.27M
GCA
25
Greenwood Capital Associates
South Carolina
$1.18M -$40.4K -896 -4%

HBIO Hedge Fund Activity: Q4 2023 in Review

93 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2023, worth a combined $177M — up 25% from $142M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HBIO and 7 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 32 added.

The largest buyer was Portolan Capital Management, adding an estimated $999K. The largest seller was 272 Capital, cutting an estimated $1.46M.

  • 93 institutional investors held Harvard Bioscience (HBIO) as of Q4 2023, down from 94 in Q3 2023.
  • Funds reported $177M of Harvard Bioscience stock for Q4 2023, up 25% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest Harvard Bioscience buyer in Q4 2023 was Portolan Capital Management, an estimated $999K added.
  • The largest Harvard Bioscience seller in Q4 2023 was 272 Capital, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.