Heritage Global
HGBL
27 hedge funds and large institutions have $13.2M invested in Heritage Global in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
46% more capital invested
Capital invested by funds: $9.08M → $13.2M (+$4.14M)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
8% more funds holding
Funds holding: 25 → 27 (+2)
0.07% less ownership
Funds ownership: 15.3% → 15.23% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$292K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$65.2K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$44.6K |
| 4 |
Renaissance Technologies
New York
|
+$42.3K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$40.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$178K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$82.5K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$63.3K |
| 4 |
B
Bailard
Foster City,
California
|
-$51K |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$48K |
HGBL Hedge Fund Activity: Q4 2022 in Review
27 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Heritage Global (HGBL) for Q4 2022, worth a combined $13.2M — up 46% from $9.08M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HGBL positions and 5 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $292K. The largest seller was Ancora Advisors, cutting an estimated $178K.
- 27 institutional investors held Heritage Global (HGBL) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $13.2M of Heritage Global stock for Q4 2022, up 46% quarter-over-quarter.
- 8 funds opened new Heritage Global positions in Q4 2022 and 5 closed out, a net change of +3 holders.
- The largest Heritage Global buyer in Q4 2022 was Vanguard Group, an estimated $292K added.
- The largest Heritage Global seller in Q4 2022 was Ancora Advisors, an estimated $178K sold.
Based on aggregated 13F filings for Q4 2022.