Heritage Global
HGBL
HGBL
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
Holders
56
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.81M | |
| 2 | +$1.01M | |
| 3 | +$524K | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$389K |
| 5 |
1CM
1492 Capital Management
Milwaukee,
Wisconsin
|
+$346K |
Top Sellers
| 1 | -$4.33M | |
| 2 | -$420K | |
| 3 | -$370K | |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$295K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$203K |