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Heritage Global
HGBL

Overview Fund Activity

43 hedge funds and large institutions have $15.2M invested in Heritage Global in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
43
Holders Change
-6
Holders Change %
-12.24%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$164K
3
Millennium Management
3
Millennium Management
New York
$142K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$81.3K
5
RI
5
Ridgewood Investments
New Jersey
$380K

Top Sellers

1
UIC
1
Uniplan Investment Counsel
Wisconsin
$0
2
CCM
2
Connective Capital Management
California
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$574K
5
Ameriprise
5
Ameriprise
Minnesota
$84K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$4.29M 2,521,335 -13,957 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.22M 1,893,646 – –
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.8M 1,059,304 +1,059,304 New
AA
4
Ancora Advisors
Ohio
$883K 519,675 – –
WC
5
Wynnefield Capital
New York
$682K 401,030 -45,000 -10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$574K 337,588 -112,276 -25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$570K 335,402 +7,842 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$562K 330,595 +12,378 +4%
PCM
9
Perritt Capital Management
Illinois
$525K 308,548 -30,376 -9%
RI
10
Ridgewood Investments
New Jersey
$380K 223,577 +23,030 +11%
MA
11
Mutual Advisors
Nebraska
$283K 167,530 – –
BlackRock
12
BlackRock
New York
$244K 143,624 +6,778 +5%
State Street
13
State Street
Massachusetts
$175K 102,966 – –
Citadel Advisors
14
Citadel Advisors
Florida
$164K 96,534 +70,921 +277%
Millennium Management
15
Millennium Management
New York
$142K 83,663 +64,894 +346%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$111K 65,549 +7,575 +13%
Man Group
17
Man Group
United Kingdom
$107K 62,841 – –
Northern Trust
18
Northern Trust
Illinois
$98.7K 58,057 -6,024 -9%
Ameriprise
19
Ameriprise
Minnesota
$84K 49,399 -57,199 -54%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$81.3K 49,395 +49,395 New
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$49.3K 28,982 +10,068 +53%
Charles Schwab
22
Charles Schwab
California
$28.5K 16,791 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$25.5K 15,020 -391 -3%
Jane Street
24
Jane Street
New York
$25.4K 14,941 +14,941 New
XT
25
XTX Topco
Cayman Islands
$23.1K 13,579 +13,579 New
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