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Simplicity Solutions’s Hercules Capital HTGC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$613K Buy
+36,792
New +$582K 0.02% 601

Other funds holding HTGC

SIS
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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Simplicity Solutions's HTGC Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Hercules Capital (HTGC) in Q4 2023: 36,792 shares worth $613K. The stake represents 0.02% of the portfolio and ranks #601 among its holdings.

290 funds tracked by Wall St. Rank hold HTGC as of Q4 2023.

  • Simplicity Solutions held 36,792 shares of Hercules Capital worth $613K as of Q4 2023.
  • Hercules Capital was a new Simplicity Solutions position in Q4 2023.
  • Hercules Capital made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #601 holding.
  • 290 funds tracked by Wall St. Rank held Hercules Capital as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.