HERZFELD CREDIT INCOME FUND

HERZ

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolHERZ

CUSIP42804T106

Type

mutual_fund

ClassCOM

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$5.1M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 9)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	2.2M(+34.3%)	$4.8M	0.0%	+31.86%	35
OSAIC HOLDINGS, INC.	Increased	55,888(+47.4%)	$124,052	0.0%	+41.16%	30
Corient Private Wealth LLC	Increased	27,619(+20.3%)	$61,315	0.0%	+61.20%	25
Cetera Investment Advisers	New	24,598	$54,608	0.0%	0.00%	29
MORGAN STANLEY	Unchanged	20,638(0.0%)	$45,817	0.0%	+71.46%	0

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