HGBL icon

Heritage Global
HGBL

Overview Fund Activity

43 hedge funds and large institutions have $15.2M invested in Heritage Global in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$164K
3
Millennium Management
3
Millennium Management
New York
$142K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$81.3K
5
RI
5
Ridgewood Investments
New Jersey
$380K

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$0
2
CCM
2
Connective Capital Management
California
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$574K
5
Ameriprise
5
Ameriprise
Minnesota
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
– -$10 -4 Closed
CWM
52
CarsonAllaria Wealth Management
Illinois
– -$5 -2 Closed
1 2
3