HeartCore Enterprises
HTCR
8 hedge funds and large institutions have $228K invested in HeartCore Enterprises in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% less ownership
Funds ownership: 0.09% → 0.09% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
35% less capital invested
Capital invested by funds: $353K → $228K (-$125K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
+$10.6K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$8.38K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.57K |
| 4 |
Renaissance Technologies
New York
|
+$1.58K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$15K |
| 2 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$13.7K |
| 3 |
Two Sigma Investments
New York
|
-$2.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $78K | +$1.58K | +115 | +2% |
|
|
PFG
2
Prosperity Financial Group
San Ramon,
California
| $69.5K | -$13.7K | -1,000 | -16% |
|
|
3
Two Sigma Investments
New York
| $34.9K | -$2.26K | -165 | -6% |
|
|
4
Citadel Advisors
Miami,
Florida
| $13.9K | +$5.57K | +406 | +60% |
|
|
GSC
5
Ground Swell Capital
Folly Beach,
South Carolina
| $9.88K | +$10.6K | +774 | New |
|
|
XT
6
XTX Topco
George Town,
Cayman Islands
| $7.8K | +$8.38K | +611 | New |
|
7
Geode Capital Management
Boston,
Massachusetts
| $7.76K | – | – | – |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $6.7K | – | – | – |
|
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$15K | -750 | Closed |
|
HTCR Hedge Fund Activity: Q4 2023 in Review
8 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in HeartCore Enterprises (HTCR) for Q4 2023, worth a combined $228K — down 35% from $353K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HTCR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Ground Swell Capital, opening a new position worth an estimated $10.6K. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $15K sold.
- 8 institutional investors held HeartCore Enterprises (HTCR) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $228K of HeartCore Enterprises stock for Q4 2023, down 35% quarter-over-quarter.
- 2 funds opened new HeartCore Enterprises positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest HeartCore Enterprises buyer in Q4 2023 was Ground Swell Capital, an estimated $10.6K added.
- The largest HeartCore Enterprises seller in Q4 2023 was Commonwealth Equity Services, an estimated $15K sold.
Based on aggregated 13F filings for Q4 2023.