Mercer Global Advisors
HTGC icon

Mercer Global Advisors’s Hercules Capital HTGC Stock Holding History

Mercer Global Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,297
Closed -$353K – 2685
2025
Q2 		$353K Buy
19,297
+2,030
+12% +$36K ﹤0.01% 1759
2025
Q1 		$332K Buy
17,267
+3,868
+29% +$78.1K ﹤0.01% 1708
2024
Q4 		$269K Sell
13,399
-8,095
-38% -$158K ﹤0.01% 1810
2024
Q3 		$421K Buy
21,494
+8,465
+65% +$167K ﹤0.01% 1436
2024
Q2 		$266K Sell
13,029
-9,427
-42% -$181K ﹤0.01% 1640
2024
Q1 		$414K Buy
+22,456
New +$399K ﹤0.01% 1383
2023
Q4 		– Sell
-16,643
Closed -$273K – 2047
2023
Q3 		$273K Buy
+16,643
New +$272K ﹤0.01% 1591

Other funds holding HTGC

UBP
Union Bancaire Privee Geneva 1, Switzerland $7.19B AUM 25.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return