Heritage GlobalHGBL
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 39 institutions reported holding Heritage Global Inc. (HGBL) in their 13F filings, down 4 from Q3 2024. 2 opened new positions and 11 sold out. The largest holders were Punch & Associates Investment Management, Inc. ($4.6M), Topline Capital Management, LLC ($3.6M) and Vanguard Group Inc. ($3.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Heritage Global Inc.
- CUSIP
- 42727E103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $55K |
| Exits | 11 | $288K |
All 13F filers, Q3 2024 → Q4 2024: 131,930 shares bought and 483,499 shares sold, net −351,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Punch & Associates Investment Management, Inc. | 0.26% | Reduce -0.8% | 2,501,000 | $4.6M |
| Topline Capital Management, LLC | 0.67% | — | 1,927,096 | $3.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.6% | 1,882,365 | $3.5M |
| Mink Brook Asset Management LLC | 3.31% | — | 1,867,021 | $3.5M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -4.7% | 1,009,304 | $1.9M |
| Truffle Hound Capital, LLC | 0.72% | — | 650,000 | $1.2M |
| Militia Capital Partners, LP | 1.03% | — | 584,478 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -2.2% | 508,269 | $940K |
| Wynnefield Capital Inc. | 0.34% | No change | 401,030 | $742K |
| Geode Capital Management, LLC | 0.00% | Add +7.8% | 361,632 | $669K |
| Renaissance Technologies | 0.00% | Add +2.8% | 339,817 | $629K |
| Perritt Capital Management Inc | 0.30% | Reduce -0.2% | 307,798 | $569K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -28.8% | 240,241 | $444K |
| Ridgewood Investments LLC | 0.20% | Add +0.9% | 225,577 | $417K |
| Mutual Advisors, LLC | 0.01% | No change | 167,530 | $347K |
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 138,719 | $257K |
| State Street Corp. | 0.00% | Add +14.4% | 117,766 | $218K |
| Susquehanna International Group, LLP | 0.00% | Add +16.2% | 76,179 | $141K |
| Man Group plc | 0.00% | No change | 62,841 | $116K |
| Northern Trust Corp. | 0.00% | Reduce -0.6% | 57,698 | $107K |
| Citadel Advisors | 0.00% | Reduce -57.8% | 40,763 | $75K |
| Millennium Management | 0.00% | Reduce -64.4% | 29,805 | $55K |
| UBS Group AG | 0.00% | Add +8607.3% | 24,032 | $44K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,791 | $31K |
| Two Sigma Securities, LLC | 0.01% | New | 14,950 | $28K |
| NewEdge Advisors, LLC | 0.00% | New | 14,904 | $28K |
| Royal Bank of Canada | 0.00% | Add +3409.9% | 14,601 | $27K |
| Jane Street Group, LLC | 0.00% | Reduce -21.2% | 11,778 | $22K |
| Wedbush Securities Inc. | 0.00% | Reduce -12.7% | 11,175 | $21K |
| Raymond James Financial Inc. | 0.00% | — | 10,924 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 4,000 | $7K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.7% | 2,750 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +126.8% | 2,241 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 678 | $1K |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 251 | $464 |
| PNC Financial Services Group, Inc. | 0.00% | No change | 80 | $148 |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.9% | 74 | $137 |
| Archer Investment Corp | 0.00% | No change | 35 | $65 |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 16,000 | $0 |
"% of holder's portfolio" is HGBL's weight in each manager's 13F, not the share of Heritage Global Inc. the manager owns.