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
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
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $250 | – | – | – |
|
52
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $190 | – | – | – |
|
53
JPMorgan Chase & Co
New York
| $119 | -$11K | -3,508 | -99% |
|
|
AIC
54
Archer Investment Corporation
Carmel,
Indiana
| $78 | – | – | – |
|
|
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $62 | – | – | – |
|
56
UBS Group
Zurich,
Switzerland
| $19 | -$16.7K | -5,286 | -100% |
|
|
CWM
57
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $6 | – | – | – |
|
58
Koshinski Asset Management
Decatur,
Illinois
| – | -$4.33M | -1,195,943 | Closed |
|
|
XT
59
XTX Topco
George Town,
Cayman Islands
| – | -$83.5K | -23,055 | Closed |
|
|
CW
60
CreativeOne Wealth
Overland Park,
Kansas
| – | -$68K | -18,737 | Closed |
|
|
VF
61
Virtu Financial
New York
| – | -$60K | -16,591 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$14 | -4 | Closed |
|