HERZ

Herzfeld Credit Income Fund
HERZ

Overview Fund Trends Analyst Outlook Journalist POV

18 hedge funds and large institutions have $4.07M invested in Herzfeld Credit Income Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

85% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 13

Holders
18
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
+$113K
2
+$43.8K
3
+$15.9K
4
UBS Group
UBS Group
Switzerland
+$747

Top Sellers

1
-$136K
2
-$33.5K
3
-$17.2K
4
MC
Matisse Capital
Oregon
-$14.2K
5
CCP
Clough Capital Partners
Massachusetts
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$1.86M
2
$728K
3
$616K
4
$238K
5
$151K
6
$114K
7
$86K
8
$50.9K
9
$50.5K
10
$44K
11
$43.8K
12
$37.2K
13
$23K
14
$17.8K
15
$3.33K
16
$3K
17
$747
18
$95
19
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