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Harvard Bioscience

95 hedge funds and large institutions have $65.5M invested in Harvard Bioscience in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 7.17%7.12% (-0.06%)

22% less capital invested

Capital invested by funds: $84.2M → $65.5M (-$18.7M)

96% less call options, than puts

Call options by funds: $2K | Put options by funds: $51K

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
35
Reduced
25
Closed
14
Calls
$2K
Puts
$51K
Net Calls
-$49K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$6.29M +$150K +6,523 +2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$5.81M -$39.3K -1,710 -0.6%
HP
3
Harvey Partners
New York
$5.66M -$73.5K -3,200 -1%
AE
4
AMH Equity
New York
$5.28M +$255K +11,113 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.55M +$8.75K +381 +0.2%
RA
6
Royce & Associates
New York
$4.15M +$1.18M +51,366 +35%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.51M -$117K -5,077 -3%
GIM
8
Granahan Investment Management
Massachusetts
$3.41M -$570K -24,825 -13%
2C
9
272 Capital
Texas
$2.85M -$424K -18,442 -12%
HA
10
Heartland Advisors
Wisconsin
$2.53M
BFM
11
Boothbay Fund Management
New York
$2.43M -$424K -18,442 -14%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.1M +$288K +12,518 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.94M +$14.9K +647 +0.7%
MIM
14
Meros Investment Management
Texas
$1.72M -$45.7K -1,988 -2%
State Street
15
State Street
Massachusetts
$1.57M +$57.9K +2,522 +4%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.5M -$32.8K -1,430 -2%
AI
17
Acuitas Investments
Washington
$1.04M
Northern Trust
18
Northern Trust
Illinois
$947K -$6.94K -302 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$587K +$271K +11,785 +73%
BA
20
Bard Associates
Illinois
$565K -$103K -4,470 -14%
Charles Schwab
21
Charles Schwab
California
$506K
GCA
22
Greenwood Capital Associates
South Carolina
$456K -$22K -957 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$442K -$47.2K -2,053 -9%
SO
24
STRS Ohio
Ohio
$436K +$100K +4,370 +27%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$422K +$46K +2,002 +11%

HBIO Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harvard Bioscience (HBIO) for Q4 2024, worth a combined $65.5M — down 22% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new HBIO positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.18M. The largest seller was Russell Investments Group, cutting an estimated $685K.

  • 95 institutional investors held Harvard Bioscience (HBIO) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $65.5M of Harvard Bioscience stock for Q4 2024, down 22% quarter-over-quarter.
  • 16 funds opened new Harvard Bioscience positions in Q4 2024 and 14 closed out, a net change of +2 holders.
  • The largest Harvard Bioscience buyer in Q4 2024 was Royce & Associates, an estimated $1.18M added.
  • The largest Harvard Bioscience seller in Q4 2024 was Russell Investments Group, an estimated $685K sold.

Based on aggregated 13F filings for Q4 2024.