HGBL icon

Heritage Global
HGBL

Overview Fund Activity

28 hedge funds and large institutions have $21.7M invested in Heritage Global in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$4.34M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.24M
3
Renaissance Technologies
Renaissance Technologies
New York
+$179K
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$119K
5
Citadel Advisors
Citadel Advisors
Florida
+$101K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$390K
2
WS
Wedbush Securities
California
-$240K
3
AA
Ancora Advisors
Ohio
-$131K
4
Charles Schwab
Charles Schwab
California
-$45.4K
5
VF
Virtu Financial
New York
-$26K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.98M -$390K -135,780 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.11M +$1.24M +433,359 +32%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$4.34M +$4.34M +1,510,829 New
PCM
4
Perritt Capital Management
Illinois
$1.1M – – –
AA
5
Ancora Advisors
Ohio
$793K -$131K -45,806 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$779K +$60.6K +21,124 +8%
Renaissance Technologies
7
Renaissance Technologies
New York
$511K +$179K +62,300 +54%
RI
8
Ridgewood Investments
New Jersey
$468K +$28.7K +10,000 +7%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$241K – – –
BlackRock
10
BlackRock
New York
$223K +$758 +264 +0.3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$208K +$70.2K +24,452 +51%
WS
12
Wedbush Securities
California
$191K -$240K -83,500 -56%
Citadel Advisors
13
Citadel Advisors
Florida
$190K +$101K +35,028 +112%
Northern Trust
14
Northern Trust
Illinois
$140K +$7.69K +2,678 +6%
HIM
15
Hillsdale Investment Management
Ontario, Canada
$119K +$119K +41,500 New
State Street
16
State Street
Massachusetts
$85.8K – – –
NW
17
Naviter Wealth
Arkansas
$84.4K +$84.4K +29,421 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$60K – – –
Prudential Financial
19
Prudential Financial
New Jersey
$47.6K +$13.8K +4,800 +41%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$43.5K +$43.5K +15,155 New
UBS Group
21
UBS Group
Switzerland
$20K +$20K +6,975 New
PA
22
Parallel Advisors
California
$11.5K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1K – – –
Wells Fargo
24
Wells Fargo
California
$608 +$9 +3 +1%
AIC
25
Archer Investment Corporation
Indiana
$72 – – –
1
2