Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WG
Winton Group’s
Hercules Capital
HTGC
Stock Holding History
Winton Group’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
2024
Q1
–
Sell
-32,577
Closed
-$543K
–
726
2023
Q4
$543K
Buy
32,577
+9,668
+42%
+$153K
0.04%
239
2023
Q3
$376K
Buy
+22,909
New
+$375K
0.03%
438
2020
Q4
–
Sell
-54,050
Closed
-$625K
–
1404
2020
Q3
$625K
Buy
+54,050
New
+$601K
0.02%
1016
Other funds holding HTGC
SIS
Sound Income Strategies
Ft Lauderdale, Florida
$2.07B AUM
4.33%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Hudson Bay Capital Management
Stamford, Connecticut
$16.6B AUM
30.2%
1-Year Est. Return
ACM
Advisors Capital Management
Ridgewood, New Jersey
$8.58B AUM
23.43%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close