Heritage Global
HGBL
HGBL
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Holders
54
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.24M | |
| 2 | +$1.09M | |
| 3 | +$536K | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$333K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$323K |
Top Sellers
| 1 | -$1.04M | |
| 2 | -$560K | |
| 3 | -$488K | |
| 4 |
Morgan Stanley
New York
|
-$472K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$297K |