Heritage Global
HGBL
27 hedge funds and large institutions have $12M invested in Heritage Global in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 24 → 27 (+3)
0.27% more ownership
Funds ownership: 17.23% → 17.51% (+0.27%)
2% less capital invested
Capital invested by funds: $12.3M → $12M (-$285K)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$238K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$144K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$58.7K |
| 4 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$20.2K |
| 5 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
+$5.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$90.9K |
| 2 |
Renaissance Technologies
New York
|
-$53.5K |
| 3 |
Millennium Management
New York
|
-$29.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$19.8K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
HGBL Hedge Fund Activity: Q4 2021 in Review
27 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q4 2021, worth a combined $12M — down 2.3% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HGBL positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $238K. The largest seller was Ancora Advisors, cutting an estimated $90.9K.
- 27 institutional investors held Heritage Global (HGBL) as of Q4 2021, up from 24 in Q3 2021.
- Funds reported $12M of Heritage Global stock for Q4 2021, down 2.3% quarter-over-quarter.
- 5 funds opened new Heritage Global positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Heritage Global buyer in Q4 2021 was Koshinski Asset Management, an estimated $238K added.
- The largest Heritage Global seller in Q4 2021 was Ancora Advisors, an estimated $90.9K sold.
Based on aggregated 13F filings for Q4 2021.