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Heritage Global
HGBL

Overview Fund Activity

39 hedge funds and large institutions have $1.89B invested in Heritage Global in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 11 closing their positions.

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
7
Increased
8
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$669K
2
UBS Group
2
UBS Group
Switzerland
$44.5K
3
TSS
3
Two Sigma Securities
New York
$27.7K
4
NA
4
NewEdge Advisors
Louisiana
$27.6K
5
State Street
5
State Street
Massachusetts
$218K

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.87B
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$444K
3
Citadel Advisors
3
Citadel Advisors
Florida
$75.4K
4
Millennium Management
4
Millennium Management
New York
$55.1K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.87B 1,009,304 -50,000 -5%
PAIM
2
Punch & Associates Investment Management
Minnesota
$4.63M 2,501,000 -20,335 -0.8%
TCM
3
Topline Capital Management
California
$3.57M 1,927,096 +1,927,096 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.48M 1,882,365 -11,281 -0.6%
MBAM
5
Mink Brook Asset Management
Florida
$3.45M 1,867,021 +1,867,021 New
THC
6
Truffle Hound Capital
Maryland
$1.2M 650,000 +650,000 New
MCP
7
Militia Capital Partners
Nevada
$1.08M 548,478 +548,478 New
AA
8
Ancora Advisors
Ohio
$940K 508,269 -11,406 -2%
WC
9
Wynnefield Capital
New York
$742K 401,030 – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$669K 361,632 +26,230 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$629K 339,817 +9,222 +3%
PCM
12
Perritt Capital Management
Illinois
$569K 307,798 -750 -0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$444K 240,241 -97,347 -29%
RI
14
Ridgewood Investments
New Jersey
$417K 225,577 +2,000 +0.9%
MA
15
Mutual Advisors
Nebraska
$347K 167,530 – –
BlackRock
16
BlackRock
New York
$257K 138,719 -4,905 -3%
State Street
17
State Street
Massachusetts
$218K 117,766 +14,800 +14%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$141K 76,179 +10,630 +16%
Man Group
19
Man Group
United Kingdom
$116K 62,841 – –
Northern Trust
20
Northern Trust
Illinois
$107K 57,698 -359 -0.6%
Citadel Advisors
21
Citadel Advisors
Florida
$75.4K 40,763 -55,771 -58%
Millennium Management
22
Millennium Management
New York
$55.1K 29,805 -53,858 -64%
UBS Group
23
UBS Group
Switzerland
$44.5K 24,032 +23,756 +8,607%
Charles Schwab
24
Charles Schwab
California
$31.1K 16,791 – –
TSS
25
Two Sigma Securities
New York
$27.7K 14,950 +14,950 New
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