Among active 13F managers last quarter, 3 opened and 1 added, while 5 reduced; the largest holder to move was Punch & Associates Investment Management, Inc. (−5.9%). Over the last 180 days, 3 insiders bought and 1 insider sold, a net +$118K in open-market trades.
Funds split, 4 adding vs 5 trimming; insiders net bought $118K.
35 tracked 13F filers disclose a position in HGBL as of the latest SEC 13F filings, a combined $12.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Punch & Associates Investment Management, Inc. | 2.2M | $3.1M | ▼−5.9% Reduced · −141K sh | Q1 2026 | |
| 2 | Topline Capital Management, LLC | 1.8M | $2.4M | ▼−3.5% Reduced · −65K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 1.7M | $2.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Truffle Hound Capital, LLC | 1.1M | $1.3M | —Held | Q2 2026 | |
| 5 | Militia Capital Partners, LP | 564K | $699K | —Held | Q4 2025 | |
| 6 | Militia Capital Management LLC | 564K | $682K | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 359K | $435K | ▲+5.0% Added · +17K sh | Q2 2026 | |
| 8 | Renaissance Technologies LLC | 244K | $332K | ▼−35% Reduced · −133K sh | Q1 2026 | |
| 9 | Ridgewood Investments LLC | 222K | $269K | ▼−6.3% Reduced · −15K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 205K | $278K | ▼−2.4% Reduced · −5K sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 166K | $226K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | BlackRock, Inc. | 147K | $200K | ▲+5.1% Added · +7K sh | Q1 2026 | |
| 13 | State Street Corp | 117K | $141K | —Held | Q2 2026 | |
| 14 | Susquehanna International Group, LLP | 47K | $63K | ▼−49% Reduced · −44K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 38K | $46K | ▲New +38K sh | Q2 2026 | |
| 16 | Northern Trust Corp | 37K | $50K | —Held | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 35K | $48K | ▼−29% Reduced · −15K sh | Q1 2026 | |
| 18 | NorthRock Partners, LLC | 34K | $41K | —Held | Q2 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 26K | $32K | —Held | Q2 2026 | |
| 20 | Jane Street Group, LLC | 19K | $26K | ▼−36% Reduced · −11K sh | Q1 2026 | |
| 21 | Morgan Stanley | 19K | $25K | —Held | Q1 2026 | |
| 22 | XTX Topco Ltd | 14K | $19K | ▼−44% Reduced · −11K sh | Q1 2026 | |
| 23 | Evergreen Capital Management LLC | 12K | $14K | —Held | Q2 2026 | |
| 24 | Vanguard Global Advisers, LLC | 11K | $15K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 25 | Royal Bank Of Canada | 6K | $8K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in HGBL and 1 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $534.7M |
| ALPHABET INC-CL CGOOG | 13 funds | $357.8M |
| MERCADOLIBRE INCMELI | 13 funds | $252.1M |
| ELI LILLY & COLLY | 13 funds | $205.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $181.0M |
| EOG RESOURCES INCEOG | 13 funds | $48.4M |
| INTEL CORPINTC | 12 funds | $398.6M |
| UNITEDHEALTH GROUP INCUNH | 12 funds | $373.2M |
| AMAZON.COM INCAMZN | 12 funds | $351.0M |
| VISA INC-CLASS A SHARESV | 12 funds | $305.7M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 12 funds | $285.9M |
Ranked by how many of HGBL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 3K | $3K |
| Aug 20, 2026 | COBB BRIAN J. | CFO | Buy (P) | 20K | $22K |
| Aug 17, 2026 | Hounsell Bruce Kenneth | President, Heritage DebtX LLC | Buy (P) | 10K | $11K |
| Aug 17, 2026 | Dove Nicholas Kirk | President, Industrial Assets | Buy (P) | 60K | $66K |
| May 21, 2026 | Dove Nicholas Kirk | President, Industrial Assets | Buy (P) | 26K | $32K |
| May 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Apr 1, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Mar 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Feb 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Jan 2, 2026 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Dec 1, 2025 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
| Nov 3, 2025 | Sklar James Edward | EVP, Gen Counsel & Secretary | Sell (S) | 4K | $5K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Latest quarterly filings | 4 | 11 | – |
Insiders Form 4 open-market | 3 | 1 | +$118K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HGBL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HGBL/capital-change-brief"
Use Arkolith's capital_change_brief for HGBL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HGBL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.