HeartCore Enterprises
HTCR
7 hedge funds and large institutions have $353K invested in HeartCore Enterprises in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more ownership
Funds ownership: 0.08% → 0.09% (+0%)
29% less capital invested
Capital invested by funds: $501K → $353K (-$148K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$16.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$10.3K |
| 2 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$7.42K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.59K |
| 4 |
Two Sigma Investments
New York
|
-$3.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFG
1
Prosperity Financial Group
San Ramon,
California
| $127K | -$7.42K | -300 | -4% |
|
|
2
Renaissance Technologies
New York
| $118K | -$10.3K | -418 | -7% |
|
|
3
Two Sigma Investments
New York
| $57.2K | -$3.46K | -140 | -5% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $15K | +$18.6K | +750 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $13.6K | +$16.8K | +680 | New |
|
6
Geode Capital Management
Boston,
Massachusetts
| $12.2K | – | – | – |
|
|
KAS
7
Kestra Advisory Services
Austin,
Texas
| $10.4K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$6.59K | -231 | Closed |
|
HTCR Hedge Fund Activity: Q3 2023 in Review
7 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in HeartCore Enterprises (HTCR) for Q3 2023, worth a combined $353K — down 29% from $501K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HTCR positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $18.6K. The largest seller was Renaissance Technologies, cutting an estimated $10.3K.
- 7 institutional investors held HeartCore Enterprises (HTCR) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $353K of HeartCore Enterprises stock for Q3 2023, down 29% quarter-over-quarter.
- 2 funds opened new HeartCore Enterprises positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest HeartCore Enterprises buyer in Q3 2023 was Commonwealth Equity Services, an estimated $18.6K added.
- The largest HeartCore Enterprises seller in Q3 2023 was Renaissance Technologies, an estimated $10.3K sold.
Based on aggregated 13F filings for Q3 2023.