Heritage Global
HGBL
51 hedge funds and large institutions have $36.4M invested in Heritage Global in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.
2,300% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 1
82% more funds holding
Funds holding: 28 → 51 (+23)
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
68% more capital invested
Capital invested by funds: $21.7M → $36.4M (+$14.7M)
6.62% more ownership
Funds ownership: 20.51% → 27.13% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$1.54M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.01M |
| 3 |
Morgan Stanley
New York
|
+$954K |
| 4 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$867K |
| 5 |
Renaissance Technologies
New York
|
+$835K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.04M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$249K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$137K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$98.3K |
| 5 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$92.3K |
HGBL Hedge Fund Activity: Q2 2023 in Review
51 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q2 2023, worth a combined $36.4M — up 68% from $21.7M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HGBL positions and 1 closed out — a net gain of 23 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $1.54M. The largest seller was Koshinski Asset Management, cutting an estimated $1.04M.
- 51 institutional investors held Heritage Global (HGBL) as of Q2 2023, up from 28 in Q1 2023.
- Funds reported $36.4M of Heritage Global stock for Q2 2023, up 68% quarter-over-quarter.
- 24 funds opened new Heritage Global positions in Q2 2023 and 1 closed out, a net change of +23 holders.
- The largest Heritage Global buyer in Q2 2023 was EAM Investors, an estimated $1.54M added.
- The largest Heritage Global seller in Q2 2023 was Koshinski Asset Management, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2023.