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Heritage Global
HGBL

20 hedge funds and large institutions have $10.2M invested in Heritage Global in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

909% more capital invested

Capital invested by funds: $1.01M → $10.2M (+$9.17M)

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

67% more funds holding

Funds holding: 12 → 20 (+8)

9.43% more ownership

Funds ownership: 1.49% → 10.92% (+9.4%)

Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$3.97M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.23M
3
AA
Ancora Advisors
Ohio
+$300K
4
Millennium Management
Millennium Management
New York
+$163K
5
Northern Trust
Northern Trust
Illinois
+$93.1K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$27K
2
Deutsche Bank
Deutsche Bank
Germany
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.74M +$3.97M +1,956,630 +969%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.93M +$2.23M +1,101,501 New
AA
3
Ancora Advisors
Ohio
$394K +$300K +148,006 New
RI
4
Ridgewood Investments
New Jersey
$286K – – –
CIBC World Market
5
CIBC World Market
Ontario, Canada
$214K – – –
Millennium Management
6
Millennium Management
New York
$213K +$163K +80,249 New
Northern Trust
7
Northern Trust
Illinois
$122K +$93.1K +45,949 New
Morgan Stanley
8
Morgan Stanley
New York
$80K +$60.8K +30,000 New
PCM
9
Perritt Capital Management
Illinois
$71K +$53.9K +26,588 New
Citadel Advisors
10
Citadel Advisors
Florida
$63K +$47.8K +23,562 New
GI
11
Glovista Investments
New Jersey
$44K – – –
PA
12
Parallel Advisors
California
$11K – – –
UBS Group
13
UBS Group
Switzerland
$7K +$4.4K +2,172 +361%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K +$422 +208 New
HR
15
Howe & Rusling
New York
$1K +$608 +300 New
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53 – – –
Renaissance Technologies
17
Renaissance Technologies
New York
– -$27K -11,800 Closed
Deutsche Bank
18
Deutsche Bank
Germany
– -$1K -250 Closed
Wells Fargo
19
Wells Fargo
California
– +$324 +160 New

HGBL Hedge Fund Activity: Q4 2020 in Review

20 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q4 2020, worth a combined $10.2M — up 909% from $1.01M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HGBL positions and 2 closed out — a net gain of 8 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $3.97M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $27K sold.

  • 20 institutional investors held Heritage Global (HGBL) as of Q4 2020, up from 12 in Q3 2020.
  • Funds reported $10.2M of Heritage Global stock for Q4 2020, up 909% quarter-over-quarter.
  • 10 funds opened new Heritage Global positions in Q4 2020 and 2 closed out, a net change of +8 holders.
  • The largest Heritage Global buyer in Q4 2020 was Punch & Associates Investment Management, an estimated $3.97M added.
  • The largest Heritage Global seller in Q4 2020 was Renaissance Technologies, an estimated $27K sold.

Based on aggregated 13F filings for Q4 2020.