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Harvard Bioscience

89 hedge funds and large institutions have $138M invested in Harvard Bioscience in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 7.75%7.49% (-0.26%)

4% less funds holding

Funds holding: 9389 (-4)

22% less capital invested

Capital invested by funds: $177M → $138M (-$39.2M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

33% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 40

37% less call options, than puts

Call options by funds: $19K | Put options by funds: $30K

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
27
Reduced
40
Closed
10
Calls
$19K
Puts
$30K
Net Calls
-$11K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
2C
1
272 Capital
Texas
$12M -$469K -10,434 -4%
BlackRock
2
BlackRock
New York
$12M -$360K -8,015 -3%
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.8M -$655K -14,569 -5%
HP
4
Harvey Partners
New York
$10.8M
AE
5
AMH Equity
New York
$9.85M +$725K +16,131 +7%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.13M +$223K +4,958 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.17M +$3.1K +69 +0%
GIM
8
Granahan Investment Management
Massachusetts
$7.9M +$91.1K +2,027 +1%
RA
9
Royce & Associates
New York
$5.72M -$459K -10,205 -7%
BFM
10
Boothbay Fund Management
New York
$5.7M -$79.6K -1,771 -1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.25M -$25.9K -575 -0.6%
HA
12
Heartland Advisors
Wisconsin
$3.77M +$102K +2,266 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.63M +$232K +5,158 +6%
MIM
14
Meros Investment Management
Texas
$3.48M +$9.17K +204 +0.2%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.98M -$80.5K -1,790 -2%
PCM
16
Portolan Capital Management
Massachusetts
$2.96M +$115K +2,567 +4%
State Street
17
State Street
Massachusetts
$2.94M +$48.6K +1,081 +2%
Northern Trust
18
Northern Trust
Illinois
$1.93M -$51.9K -1,155 -2%
AI
19
Acuitas Investments
Washington
$1.38M
KCM
20
Kennedy Capital Management
Missouri
$1.36M -$21.4K -477 -1%
BA
21
Bard Associates
Illinois
$1.24M +$26.5K +590 +2%
ACM
22
Archon Capital Management
Washington
$1.11M -$83.2K -1,850 -7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.03M -$29.1K -648 -3%
Charles Schwab
24
Charles Schwab
California
$974K -$31K -690 -3%
GCA
25
Greenwood Capital Associates
South Carolina
$918K -$17.9K -399 -2%

HBIO Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q1 2024, worth a combined $138M — down 22% from $177M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HBIO and 7 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 27 added.

The largest buyer was AMH Equity, adding an estimated $725K. The largest seller was Punch & Associates Investment Management, cutting an estimated $655K.

  • 89 institutional investors held Harvard Bioscience (HBIO) as of Q1 2024, down from 93 in Q4 2023.
  • Funds reported $138M of Harvard Bioscience stock for Q1 2024, down 22% quarter-over-quarter.
  • 7 funds opened new Harvard Bioscience positions in Q1 2024 and 10 closed out, a net change of -3 holders.
  • The largest Harvard Bioscience buyer in Q1 2024 was AMH Equity, an estimated $725K added.
  • The largest Harvard Bioscience seller in Q1 2024 was Punch & Associates Investment Management, an estimated $655K sold.

Based on aggregated 13F filings for Q1 2024.