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Hercules Capital

242 hedge funds and large institutions have $545M invested in Hercules Capital in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $3.41M

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

6% more capital invested

Capital invested by funds: $515M → $545M (+$29.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1.6% less ownership

Funds ownership: 26.8%25.2% (-1.6%)

2% less funds holding

Funds holding: 246242 (-4)

Holders
242
Holders Change
-4
Holders Change %
-1.63%
% of All Funds
3.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
87
Reduced
71
Closed
30
Calls
$11.7M
Puts
$3.41M
Net Calls
+$8.25M
Net Calls Change
+$10.4M

HTGC Hedge Fund Activity: Q1 2022 in Review

242 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Hercules Capital (HTGC) for Q1 2022, worth a combined $545M — up 5.7% from $515M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of HTGC and 29 opened new positions — a net loss of 1 holder — while 71 trimmed existing stakes and 87 added.

The largest buyer was Border to Coast Pensions Partnership, opening a new position worth an estimated $21.7M. The largest seller was Royal Bank of Canada, cutting an estimated $26.7M.

  • 242 institutional investors held Hercules Capital (HTGC) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $545M of Hercules Capital stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 29 funds opened new Hercules Capital positions in Q1 2022 and 30 closed out, a net change of -1 holder.
  • The largest Hercules Capital buyer in Q1 2022 was Border to Coast Pensions Partnership, an estimated $21.7M added.
  • The largest Hercules Capital seller in Q1 2022 was Royal Bank of Canada, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.