Heartcore EnterprisesHTCR

13F holders, Q1 2025 (March 31)
13holders +1
3new positions
2sold out
2famous investors
$0.75avg. 13F price*

At the end of Q1 2025, 13 institutions reported holding Heartcore Enterprises Inc. (HTCR) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were CreativeOne Wealth, LLC ($139K), Cambridge Investment Research Advisors, Inc. ($118K) and Renaissance Technologies ($57K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Heartcore Enterprises Inc.
CUSIP
42240Q104
Latest filing quarter
Q1 2026

History

Number of 13F holders

051015 Q1 2024: 6Q1 2024Q2 2024: 7Q2 2024Q3 2024: 5Q3 2024Q4 2024: 12Q4 2024Q1 2025: 13Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 12Q4 2025Q1 2026: 10Q1 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$137K
Exits2$78K

All 13F filers, Q4 2024 → Q1 2025: 344,541 shares bought and 346,281 shares sold, net −1,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

CreativeOne Wealth, LLC 0.00% Add +330.6% 184,743 $139K
Cambridge Investment Research Advisors, Inc. 0.00% New 157,179 $118K
Renaissance Technologies 0.00% Reduce -24.9% 76,400 $57K
Citadel Advisors 0.00% Add +37.3% 63,133 $47K
Prosperity Financial Group, Inc. 0.02% Reduce -47.8% 46,500 $35K
Corsair Capital Management, L.P. 0.01% Reduce -88.9% 29,186 $22K
XTX Topco Ltd 0.00% New 25,184 $19K
Geode Capital Management, LLC 0.00% No change 12,158 $9K
Heron Bay Capital Management 0.00% Reduce -5.6% 12,049 $9K
Lazard Asset Management LLC 0.00% Add +248.2% 2,866 $2K
SBI Securities Co., Ltd. 0.00% Add +97.8% 823 $617
Osaic Holdings, Inc. 0.00% Add +52.0% 760 $570
Morgan Stanley 0.00% New 460 $345

"% of holder's portfolio" is HTCR's weight in each manager's 13F, not the share of Heartcore Enterprises Inc. the manager owns.