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Heritage Global

54 hedge funds and large institutions have $27.9M invested in Heritage Global in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
13
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$67.6K -$297K -106,680 -81%
Marshall Wace
27
Marshall Wace
United Kingdom
$64.4K -$59.1K -21,258 -48%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$58.9K +$16.7K +6,025 +40%
Barclays
29
Barclays
United Kingdom
$52K +$4.68K +1,685 +10%
Charles Schwab
30
Charles Schwab
California
$46.7K
RA
31
Royce & Associates
New York
$44.9K +$3 +1 +0%
Prudential Financial
32
Prudential Financial
New Jersey
$43.4K
EGM
33
Engineers Gate Manager
New York
$40.2K +$4.49K +1,616 +13%
Stifel Financial
34
Stifel Financial
Missouri
$34.1K
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$24.7K +$24.6K +8,845 +23,276%
NA
36
NewEdge Advisors
Louisiana
$21.4K -$127K -45,795 -86%
TRCT
37
Tower Research Capital (TRC)
New York
$11.9K +$11.9K +4,294 New
PA
38
Parallel Advisors
California
$11.1K
Osaic Holdings
39
Osaic Holdings
Arizona
$5.07K +$5.07K +1,826 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$4.08K
WB
41
Webster Bank
Connecticut
$3.61K
Morgan Stanley
42
Morgan Stanley
New York
$2.78K -$472K -169,884 -99%
UBS Group
43
UBS Group
Switzerland
$2.66K +$2.64K +951 +15,850%
SWM
44
Spire Wealth Management
Virginia
$1.44K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$1K +$111 +26 +13%
Wells Fargo
46
Wells Fargo
California
$659 +$33 +12 +5%
CIA
47
Cape Investment Advisory
Georgia
$295 +$295 +106 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$222
Fidelity Investments
49
Fidelity Investments
Massachusetts
$186 -$158 -57 -46%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$170