HERZ

Herzfeld Credit Income Fund
HERZ

Overview Fund Trends Analyst Outlook Journalist POV

19 hedge funds and large institutions have $5.81M invested in Herzfeld Credit Income Fund in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
19
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$36.7K
2
+$17.5K
3
+$15.9K
4
MC
Matisse Capital
Oregon
+$12.2K
5
Morgan Stanley
Morgan Stanley
New York
+$8.14K

Top Sellers

1
-$746K
2
-$51K
3
-$18.5K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$16K
5
UBS Group
UBS Group
Switzerland
-$2.49K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$1.8M
2
$1.7M
3
$563K
4
$558K
5
$448K
6
$190K
7
$150K
8
$95K
9
$78K
10
$77K
11
$49K
12
$47K
13
$25K
14
$9K
15
$9K
16
$7K
17
$4K
18
$3.7K
19
$1K
20
–
21
–