HeartCore Enterprises
HTCR
12 hedge funds and large institutions have $1.11M invested in HeartCore Enterprises in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
631% more capital invested
Capital invested by funds: $152K → $1.11M (+$960K)
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
140% more funds holding
Funds holding: 5 → 12 (+7)
0.1% more ownership
Funds ownership: 0.04% → 0.15% (+0.1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Corsair Capital Management
New York
|
+$329K |
| 2 |
Renaissance Technologies
New York
|
+$127K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$57.3K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$53.5K |
| 5 |
HBCM
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$24.9K |
| 2 |
Two Sigma Investments
New York
|
-$15.6K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.37K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
1
Corsair Capital Management
New York
| $479K | +$329K | +13,191 | New |
|
|
2
Renaissance Technologies
New York
| $185K | +$127K | +5,090 | New |
|
|
PFG
3
Prosperity Financial Group
San Ramon,
California
| $162K | -$24.9K | -1,000 | -18% |
|
|
4
Citadel Advisors
Miami,
Florida
| $83.4K | +$57.3K | +2,298 | New |
|
|
CW
5
CreativeOne Wealth
Overland Park,
Kansas
| $77.9K | +$53.5K | +2,145 | New |
|
|
6
Two Sigma Investments
New York
| $57.3K | -$15.6K | -625 | -28% |
|
|
HBCM
7
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $23.2K | +$15.9K | +638 | New |
|
8
Geode Capital Management
Boston,
Massachusetts
| $22.1K | – | – | – |
|
|
TSS
9
Two Sigma Securities
New York
| $20.8K | +$14.3K | +573 | New |
|
10
Lazard Asset Management
New York
| $1K | +$1.02K | +41 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $908 | +$624 | +25 | New |
|
|
SS
12
SBI Securities
Tokyo,
Japan
| $755 | +$524 | +21 | New |
|
|
KAS
13
Kestra Advisory Services
Austin,
Texas
| – | -$9.37K | -551 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$2.34K | -138 | Closed |
|
HTCR Hedge Fund Activity: Q4 2024 in Review
12 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in HeartCore Enterprises (HTCR) for Q4 2024, worth a combined $1.11M — up 631% from $152K a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HTCR positions and 2 closed out — a net gain of 7 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Corsair Capital Management, opening a new position worth an estimated $329K. The largest seller was Prosperity Financial Group, cutting an estimated $24.9K.
- 12 institutional investors held HeartCore Enterprises (HTCR) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $1.11M of HeartCore Enterprises stock for Q4 2024, up 631% quarter-over-quarter.
- 9 funds opened new HeartCore Enterprises positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest HeartCore Enterprises buyer in Q4 2024 was Corsair Capital Management, an estimated $329K added.
- The largest HeartCore Enterprises seller in Q4 2024 was Prosperity Financial Group, an estimated $24.9K sold.
Based on aggregated 13F filings for Q4 2024.