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Heritage Global
HGBL

Overview Fund Activity

39 hedge funds and large institutions have $1.89B invested in Heritage Global in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
8
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$669K
2
UBS Group
UBS Group
Switzerland
$44.5K
3
TSS
Two Sigma Securities
New York
$27.7K
4
NA
NewEdge Advisors
Louisiana
$27.6K
5
State Street
State Street
Massachusetts
$218K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.87B
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$444K
3
Citadel Advisors
Citadel Advisors
Florida
$75.4K
4
Millennium Management
Millennium Management
New York
$55.1K
5
Ameriprise
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$27.6K +$27.6K +14,904 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$27K +$26.2K +14,185 +3,410%
Jane Street
28
Jane Street
New York
$21.8K -$5.85K -3,163 -21%
WS
29
Wedbush Securities
California
$21K -$3.05K -1,625 -13%
Raymond James Financial
30
Raymond James Financial
Florida
$20.2K +$20.2K +10,924 New
PA
31
Parallel Advisors
California
$7.4K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$5.09K -$3.35K -1,812 -40%
TRCT
33
Tower Research Capital (TRC)
New York
$4.15K +$2.32K +1,253 +127%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$1.25K – – –
Bank of America
35
Bank of America
North Carolina
$464 -$50 -27 -10%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$148 – – –
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$137 -$6 -3 -4%
AIC
38
Archer Investment Corporation
Indiana
$65 – – –
Ameriprise
39
Ameriprise
Minnesota
– -$84K -49,399 Closed
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
– -$81.3K -49,395 Closed
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
– -$49.3K -28,982 Closed
Bank of New York Mellon
42
Bank of New York Mellon
New York
– -$25.5K -15,020 Closed
XT
43
XTX Topco
Cayman Islands
– -$23.1K -13,579 Closed
EGM
44
Engineers Gate Manager
New York
– -$19.6K -11,515 Closed
WB
45
Webster Bank
Connecticut
– -$2.21K -1,300 Closed
SWM
46
Spire Wealth Management
Virginia
– -$1.7K -1,000 Closed
Morgan Stanley
47
Morgan Stanley
New York
– -$850 -500 Closed
CPA
48
Capital Performance Advisors
California
– -$170 -100 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
– -$114 -67 Closed
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