HERZ

Herzfeld Credit Income Fund

Latest period2026 - Q1Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in and 2026-Q1. According to the most recent SEC 13F filing, 12 superinvestors own shares of Herzfeld Credit Income Fund (HERZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Herzfeld Credit Income Fund (HERZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Herzfeld Credit Income Fund (HERZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Herzfeld Credit Income Fund (HERZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Erik M. Herzfeld@Thomas J. Herzfeld Advisors, Inc.
Recent Activity
New Position
4.26%
$12.512M
807,215 shares@ 15.51 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
New Position
0.01%
$3.891M
251,029 shares@ 15.51 avg price
Mitchel Bialek@Css Llc Il
Recent Activity
New Position
0.04%
$740,838
47,796 shares@ 15.5 avg price
Lisa Tamburini@Choreo, Llc
Recent Activity
New Position
0.01%
$709,122
45,550 shares@ 15.57 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
New Position
0.01%
$68,133
4,396 shares@ 15.5 avg price
Justin Capetola@Blue Bell Private Wealth Management, Llc
Recent Activity
New Position
0.01%
$66,759
4,307 shares@ 15.51 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.01%
$63,783
4,042 shares@ 15.79 avg price
Claire Gordon@Morgan Stanley
Recent Activity
New Position
0.01%
$40,517
2,614 shares@ 15.5 avg price
Rizwan Mirza@Rockefeller Capital Management L.p.
Recent Activity
New Position
0.01%
$16,771
1,082 shares@ 15.5 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
New Position
0.01%
$8,000
510 shares@ 15.69 avg price

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