Heritage Global
HGBL
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.
12,345% more capital invested
Capital invested by funds: $15.2M → $1.89B (+$1.88B)
12.46% more ownership
Funds ownership: 23.98% → 36.44% (+12%)
9% less funds holding
Funds holding: 43 → 39 (-4)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$44.2K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$40.1K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$25.2K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$25.1K |
| 5 |
State Street
Boston,
Massachusetts
|
+$25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$164K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$94.1K |
| 3 |
Millennium Management
New York
|
-$90.8K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$84.3K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$84K |
HGBL Hedge Fund Activity: Q4 2024 in Review
39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q4 2024, worth a combined $1.89B — up 12,345% from $15.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HGBL and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 8 added.
The largest buyer was Geode Capital Management, adding an estimated $44.2K. The largest seller was Dimensional Fund Advisors, cutting an estimated $164K.
- 39 institutional investors held Heritage Global (HGBL) as of Q4 2024, down from 43 in Q3 2024.
- Funds reported $1.89B of Heritage Global stock for Q4 2024, up 12,345% quarter-over-quarter.
- 7 funds opened new Heritage Global positions in Q4 2024 and 11 closed out, a net change of -4 holders.
- The largest Heritage Global buyer in Q4 2024 was Geode Capital Management, an estimated $44.2K added.
- The largest Heritage Global seller in Q4 2024 was Dimensional Fund Advisors, an estimated $164K sold.
Based on aggregated 13F filings for Q4 2024.