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Heritage Global
HGBL

Overview Fund Activity

28 hedge funds and large institutions have $13.2M invested in Heritage Global in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.17M
2
Citadel Advisors
2
Citadel Advisors
Florida
$73.4K
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$49K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$272K
5
Charles Schwab
5
Charles Schwab
California
$45.4K

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$757K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.03M
3
PCM
3
Perritt Capital Management
Illinois
$900K
4
B
4
Bailard
California
$0
5
BBHC
5
Brown Brothers Harriman & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bailard
California
– -$51K -31,718 Closed
BBHC
27
Brown Brothers Harriman & Co
New York
– -$48K -30,000 Closed
TSS
28
Two Sigma Securities
New York
– -$24K -14,608 Closed
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
– -$21K -12,981 Closed
UBS Group
30
UBS Group
Switzerland
– -$6K -3,572 Closed
1
2