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Heritage Global

56 hedge funds and large institutions have $30.6M invested in Heritage Global in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
26
Wedbush Securities
California
$100K -$14.6K -4,667 -13%
NW
27
Naviter Wealth
Arkansas
$91.8K +$91.8K +29,421 New
Goldman Sachs
28
Goldman Sachs
New York
$88.2K -$25.4K -8,129 -22%
Millennium Management
29
Millennium Management
New York
$86.7K -$63.7K -20,415 -42%
Walleye Capital
30
Walleye Capital
New York
$71K -$142K -45,657 -67%
Man Group
31
Man Group
United Kingdom
$66.5K
OQS
32
Occudo Quantitative Strategies
Florida
$63.6K -$57.9K -18,551 -48%
Barclays
33
Barclays
United Kingdom
$53K +$53K +17,022 New
Charles Schwab
34
Charles Schwab
California
$52.4K
RA
35
Royce & Associates
New York
$50.4K +$50.4K +16,154 New
Prudential Financial
36
Prudential Financial
New Jersey
$48.7K -$3.12K -1,000 -6%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$47.3K
EGM
38
Engineers Gate Manager
New York
$40.1K +$3K +960 +8%
Stifel Financial
39
Stifel Financial
Missouri
$38.3K +$38.3K +12,274 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$34K -$53K -16,991 -61%
KWM
41
Keebeck Wealth Management
Illinois
$31.2K +$31.2K +10,000 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$25.6K +$25.6K +8,204 New
PA
43
Parallel Advisors
California
$12.5K
Federated Hermes
44
Federated Hermes
Pennsylvania
$4.58K +$2.8K +897 +157%
HIM
45
Hillsdale Investment Management
Ontario, Canada
$4.52K -$128K -40,870 -97%
WB
46
Webster Bank
Connecticut
$4.06K
SWM
47
Spire Wealth Management
Virginia
$1.56K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1K -$827 -172 -45%
Wells Fargo
49
Wells Fargo
California
$702 +$9 +3 +1%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$387