Heritage Global
HGBL
25 hedge funds and large institutions have $15.7M invested in Heritage Global in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $10.2M → $15.7M (+$5.52M)
25% more funds holding
Funds holding: 20 → 25 (+5)
4.66% more ownership
Funds ownership: 10.92% → 15.58% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.77M |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$675K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$605K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$496K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$397K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$180K |
| 2 |
Morgan Stanley
New York
|
-$80K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$63K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.22K |
| 5 |
HR
Howe & Rusling
Rochester,
New York
|
-$1K |
HGBL Hedge Fund Activity: Q1 2021 in Review
25 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q1 2021, worth a combined $15.7M — up 54% from $10.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HGBL positions and 3 closed out — a net gain of 5 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $2.77M. The largest seller was Millennium Management, cutting an estimated $180K.
- 25 institutional investors held Heritage Global (HGBL) as of Q1 2021, up from 20 in Q4 2020.
- Funds reported $15.7M of Heritage Global stock for Q1 2021, up 54% quarter-over-quarter.
- 8 funds opened new Heritage Global positions in Q1 2021 and 3 closed out, a net change of +5 holders.
- The largest Heritage Global buyer in Q1 2021 was Koshinski Asset Management, an estimated $2.77M added.
- The largest Heritage Global seller in Q1 2021 was Millennium Management, an estimated $180K sold.
Based on aggregated 13F filings for Q1 2021.