HGBL - Heritage Global
HGBL is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - one large investor holds a stake, but it has not asked for changes.
- Punch owns 6.5% as a passive investor. On file since Feb 14, 2024.
What this means for you
One or more large investors own more than 5% of this company but have told the regulator they are not seeking changes. That is common for banks, brokers and index funds that hold shares for their clients.
Nothing is required of you. If an investor changes its mind, it must file a new notice within days, and it will show up here.
What happened, and when
-
May 15, 2026
Punch cut its stake to 6.5% (from 7.5%), as a passive investor.
Original document → -
Feb 14, 2024
Punch now owns 7.5%, as a passive investor.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| May 15, 2026 | Punch | 6.5% | Updated notice |
| Feb 14, 2024 | Punch | 7.5% | Updated notice |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- Nasdaq
Email me when something new is filed for HGBL
Free. One email per notice or announcement, usually within a day. No password.