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Heritage Global

49 hedge funds and large institutions have $23.2M invested in Heritage Global in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$6.24M
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.66M
UIC
3
Uniplan Investment Counsel
Wisconsin
$1.98M -$6.33K -2,575 -0.3%
AA
4
Ancora Advisors
Ohio
$1.28M +$116K +47,287 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.11M +$117K +47,375 +12%
WC
6
Wynnefield Capital
New York
$1.1M
HIG
7
Herr Investment Group
Texas
$1.06M
PCM
8
Perritt Capital Management
Illinois
$834K -$819 -333 -0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$806K +$17.9K +7,277 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$783K -$96.4K -39,200 -11%
CCM
11
Connective Capital Management
California
$511K +$8.88K +3,609 +2%
RI
12
Ridgewood Investments
New Jersey
$493K +$7.38K +3,000 +2%
MA
13
Mutual Advisors
Nebraska
$390K
BlackRock
14
BlackRock
New York
$337K +$12.2K +4,951 +4%
Ameriprise
15
Ameriprise
Minnesota
$262K -$49.1K -19,966 -16%
State Street
16
State Street
Massachusetts
$253K +$6.64K +2,700 +3%
First Trust Advisors
17
First Trust Advisors
Illinois
$214K -$740 -301 -0.3%
Northern Trust
18
Northern Trust
Illinois
$158K -$111 -45 -0.1%
Man Group
19
Man Group
United Kingdom
$155K +$4.12K +1,673 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$143K -$33.2K -13,505 -19%
GCP
21
GSA Capital Partners
United Kingdom
$71K +$45.8K +18,480 +181%
Citadel Advisors
22
Citadel Advisors
Florida
$63K -$8.44K -3,430 -12%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$46.5K -$3.77K -1,531 -7%
Millennium Management
24
Millennium Management
New York
$46.2K -$58.1K -23,637 -56%
Charles Schwab
25
Charles Schwab
California
$41.3K