HARBERT FUND ADVISORS, LLC Quant / Systematic

Location: Birmingham, AL

CIK: 0001616659 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $169M (100.0% shares, 0.0% debt)

Holdings (108)

PENN PENN ENTERTAINMENT INC 6.8%
Value $11.47M Shares 608,272 Est. Cost $16.98 Unrealized +12.1%
SPY SPDR S&P 500 ETF TR 5.9%
Value $10.04M Shares 17,500 Est. Cost Unrealized
TBCH TURTLE BEACH CORP 4.7%
Value $8.011M Shares 522,259 Est. Cost $25.33 Unrealized -42.4%
AMZN AMAZON COM INC 4.4%
Value $7.453M Shares 40,000 Est. Cost $119.77 Unrealized +52.3%
ENZO BIOCHEM INC 3.4%
Value $5.797M Shares 5,175,913 Est. Cost $3.06 Unrealized
GOOG ALPHABET INC 3.2%
Value $5.434M Shares 32,500 Est. Cost $150.14 Unrealized +12.0%
MSFT MICROSOFT CORP 3.2%
Value $5.379M Shares 12,500 Est. Cost $311.66 Unrealized +35.8%
MSFT MICROSOFT CORP 3.0%
Value $5.056M Shares 11,750 Est. Cost $311.66 Unrealized +35.8%
INFU INFUSYSTEM HLDGS INC 2.5%
Value $4.141M Shares 618,085 Est. Cost $8.81 Unrealized -26.5%
CVS CVS HEALTH CORP 2.0%
Value $3.458M Shares 55,000 Est. Cost Unrealized
LQDA LIQUIDIA CORPORATION 2.0%
Value $3.392M Shares 339,158 Est. Cost $2.77 Unrealized +294.1%
ARAY ACCURAY INC 2.0%
Value $3.329M Shares 1,849,184 Est. Cost $4.60 Unrealized -58.7%
TACT TRANSACT TECHNOLOGIES INC 1.8%
Value $3.111M Shares 640,168 Est. Cost $10.19 Unrealized -59.2%
PCSC PERCEPTIVE CAP SOLUTIONS COR 1.8%
Value $3.003M Shares 300,000 Est. Cost $10.07 Unrealized -0.1%
META META PLATFORMS INC 1.7%
Value $2.862M Shares 5,000 Est. Cost $220.72 Unrealized +132.0%
INVE IDENTIV INC 1.6%
Value $2.773M Shares 785,557 Est. Cost $7.63 Unrealized -52.1%
IWM ISHARES TR 1.6%
Value $2.761M Shares 12,500 Est. Cost Unrealized
ELV ELEVANCE HEALTH INC 1.6%
Value $2.73M Shares 5,250 Est. Cost $490.36 Unrealized +6.2%
META META PLATFORMS INC 1.5%
Value $2.576M Shares 4,500 Est. Cost $220.72 Unrealized +132.0%
V VISA INC 1.5%
Value $2.543M Shares 9,250 Est. Cost $255.39 Unrealized +4.8%
AAPL APPLE INC 1.5%
Value $2.505M Shares 10,750 Est. Cost $221.95 Unrealized 0.0%
IQV IQVIA HLDGS INC 1.5%
Value $2.488M Shares 10,500 Est. Cost $223.18 Unrealized +5.8%
QQQ INVESCO QQQ TR 1.4%
Value $2.44M Shares 5,000 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.4%
Value $2.429M Shares 20,000 Est. Cost $118.07 Unrealized 0.0%
INSE INSPIRED ENTMT INC 1.4%
Value $2.406M Shares 259,537 Est. Cost $12.44 Unrealized -28.8%
FENC FENNEC PHARMACEUTICALS INC 1.4%
Value $2.334M Shares 466,869 Est. Cost $8.22 Unrealized -29.6%
MA MASTERCARD INCORPORATED 1.3%
Value $2.247M Shares 4,550 Est. Cost $452.64 Unrealized +2.0%
UNH UNITEDHEALTH GROUP INC 1.2%
Value $2.046M Shares 3,500 Est. Cost $532.45 Unrealized +3.0%
ECVT ECOVYST INC 1.2%
Value $2.035M Shares 297,061 Est. Cost $10.34 Unrealized -26.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value $1.954M Shares 11,250 Est. Cost $146.08 Unrealized
IIIV I3 VERTICALS INC 1.0%
Value $1.739M Shares 81,606 Est. Cost $20.92 Unrealized +7.2%
GOOG ALPHABET INC 1.0%
Value $1.672M Shares 10,000 Est. Cost $150.14 Unrealized +12.0%
HUM HUMANA INC 0.9%
Value $1.584M Shares 5,000 Est. Cost Unrealized
AVGO BROADCOM INC 0.9%
Value $1.509M Shares 8,750 Est. Cost $158.01 Unrealized 0.0%
GOOS CANADA GOOSE HLDGS INC 0.8%
Value $1.286M Shares 102,600 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $1.275M Shares 10,500 Est. Cost $118.07 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $1.265M Shares 2,575 Est. Cost $400.24 Unrealized +16.3%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value $1.257M Shares 15,000 Est. Cost $66.39 Unrealized +18.7%
MA MASTERCARD INCORPORATED 0.7%
Value $1.234M Shares 2,500 Est. Cost $452.64 Unrealized +2.0%
CPRI CAPRI HOLDINGS LIMITED 0.7%
Value $1.227M Shares 28,900 Est. Cost Unrealized
AAPL APPLE INC 0.7%
Value $1.165M Shares 5,000 Est. Cost $221.95 Unrealized 0.0%
PCT PURECYCLE TECHNOLOGIES INC 0.7%
Value $1.152M Shares 121,274 Est. Cost $13.96 Unrealized -52.0%
STREAMLINE HEALTH SOLUTIONS 0.7%
Value $1.11M Shares 4,824,212 Est. Cost $1.29 Unrealized
SPGI S&P GLOBAL INC 0.6%
Value $1.033M Shares 2,000 Est. Cost $388.93 Unrealized +26.0%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value $1.021M Shares 1,650 Est. Cost $546.00 Unrealized +7.9%
MCO MOODYS CORP 0.6%
Value $1.02M Shares 2,150 Est. Cost $364.13 Unrealized +26.0%
NEE NEXTERA ENERGY INC 0.6%
Value $1.002M Shares 11,850 Est. Cost $72.41 Unrealized +3.4%
NRG NRG ENERGY INC 0.6%
Value $998K Shares 10,950 Est. Cost $78.00 Unrealized 0.0%
TLT ISHARES TR 0.6%
Value $981K Shares 10,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.6%
Value $932K Shares 5,000 Est. Cost $119.77 Unrealized +52.3%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $838K Shares 10,000 Est. Cost $66.39 Unrealized +18.7%
OXY OCCIDENTAL PETE CORP 0.5%
Value $773K Shares 15,000 Est. Cost $55.40 Unrealized 0.0%
UNP UNION PAC CORP 0.4%
Value $758K Shares 3,075 Est. Cost $220.61 Unrealized +6.4%
DE DEERE & CO 0.4%
Value $730K Shares 1,750 Est. Cost $378.06 Unrealized -2.3%
TSLA TESLA INC 0.4%
Value $719K Shares 2,750 Est. Cost $174.77 Unrealized +30.5%
V VISA INC 0.4%
Value $687K Shares 2,500 Est. Cost $255.39 Unrealized +4.8%
TRMD TORM PLC 0.4%
Value $684K Shares 20,000 Est. Cost $30.54 Unrealized 0.0%
XYZ BLOCK INC 0.4%
Value $671K Shares 10,000 Est. Cost $56.54 Unrealized +14.3%
XOM EXXON MOBIL CORP 0.3%
Value $586K Shares 5,000 Est. Cost $110.03 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $585K Shares 1,000 Est. Cost $532.45 Unrealized +3.0%
EMR EMERSON ELEC CO 0.3%
Value $547K Shares 5,000 Est. Cost $90.98 Unrealized +15.5%
WCN WASTE CONNECTIONS INC 0.3%
Value $536K Shares 3,000 Est. Cost $158.95 Unrealized +13.0%
JPM JPMORGAN CHASE & CO. 0.3%
Value $527K Shares 2,500 Est. Cost $145.74 Unrealized +40.6%
THC TENET HEALTHCARE CORP 0.3%
Value $519K Shares 3,125 Est. Cost $114.90 Unrealized +31.6%
ADBE ADOBE INC 0.3%
Value $518K Shares 1,000 Est. Cost $548.46 Unrealized 0.0%
DDOG DATADOG INC 0.3%
Value $518K Shares 4,500 Est. Cost $125.21 Unrealized -6.7%
AVTR AVANTOR INC 0.3%
Value $517K Shares 20,000 Est. Cost $22.16 Unrealized +10.8%
ROP ROPER TECHNOLOGIES INC 0.3%
Value $515K Shares 925 Est. Cost $538.45 Unrealized +1.1%
PANW PALO ALTO NETWORKS INC 0.3%
Value $513K Shares 1,500 Est. Cost $157.74 Unrealized +6.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value $513K Shares 1,500 Est. Cost $157.74 Unrealized +6.7%
IBB ISHARES TR 0.3%
Value $510K Shares 3,500 Est. Cost $141.19 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.3%
Value $509K Shares 8,250 Est. Cost $62.70 Unrealized -2.1%
XBI SPDR SER TR 0.3%
Value $509K Shares 5,150 Est. Cost $92.71 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value $508K Shares 2,000 Est. Cost $171.05 Unrealized +25.2%
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value $507K Shares 1,375 Est. Cost $230.99 Unrealized +43.9%
ETN EATON CORP PLC 0.3%
Value $505K Shares 1,525 Est. Cost $317.31 Unrealized -5.1%
PLD PROLOGIS INC. 0.3%
Value $505K Shares 4,000 Est. Cost $107.88 Unrealized +9.4%
WMT WALMART INC 0.3%
Value $505K Shares 6,250 Est. Cost $53.85 Unrealized +34.6%
EMBJ EMBRAER S.A. 0.3%
Value $504K Shares 14,250 Est. Cost $25.80 Unrealized
XYZ BLOCK INC 0.3%
Value $503K Shares 7,500 Est. Cost $56.54 Unrealized +14.3%
WDAY WORKDAY INC 0.3%
Value $502K Shares 2,055 Est. Cost $241.40 Unrealized -2.2%
BRZE BRAZE INC 0.3%
Value $501K Shares 15,500 Est. Cost $45.68 Unrealized -13.6%
TDG TRANSDIGM GROUP INC 0.3%
Value $499K Shares 350 Est. Cost $1152.37 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.3%
Value $499K Shares 10,000 Est. Cost $39.40 Unrealized +12.3%
GFL GFL ENVIRONMENTAL INC 0.3%
Value $499K Shares 12,500 Est. Cost $30.36 Unrealized +31.5%
NFLX NETFLIX INC 0.3%
Value $496K Shares 700 Est. Cost $59.38 Unrealized +12.6%
ENPH ENPHASE ENERGY INC 0.3%
Value $494K Shares 4,375 Est. Cost $111.73 Unrealized 0.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.3%
Value $481K Shares 2,000 Est. Cost $202.98 Unrealized +6.2%
MCO MOODYS CORP 0.3%
Value $475K Shares 1,000 Est. Cost $364.13 Unrealized +26.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $465K Shares 2,000 Est. Cost $180.58 Unrealized +16.7%
GDX VANECK ETF TRUST 0.2%
Value $398K Shares 10,000 Est. Cost Unrealized
OKTA OKTA INC 0.2%
Value $372K Shares 5,000 Est. Cost Unrealized
ETN EATON CORP PLC 0.2%
Value $331K Shares 1,000 Est. Cost $317.31 Unrealized -5.1%
PCOR PROCORE TECHNOLOGIES INC 0.2%
Value $309K Shares 5,000 Est. Cost $62.70 Unrealized -2.1%
NFLX NETFLIX INC 0.2%
Value $284K Shares 400 Est. Cost $59.38 Unrealized +12.6%
DLR DIGITAL RLTY TR INC 0.2%
Value $283K Shares 1,750 Est. Cost $137.90 Unrealized +6.5%
SPGI S&P GLOBAL INC 0.2%
Value $258K Shares 500 Est. Cost $388.93 Unrealized +26.0%
AME AMETEK INC 0.2%
Value $258K Shares 1,500 Est. Cost $165.34 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $247K Shares 400 Est. Cost $546.00 Unrealized +7.9%
XBI SPDR SER TR 0.1%
Value $247K Shares 2,500 Est. Cost $92.71 Unrealized
RACE FERRARI N V 0.1%
Value $247K Shares 525 Est. Cost $415.71 Unrealized +7.9%
IQV IQVIA HLDGS INC 0.1%
Value $237K Shares 1,000 Est. Cost $223.18 Unrealized +5.8%
REAL THE REALREAL INC 0.1%
Value $220K Shares 70,000 Est. Cost $3.69 Unrealized -18.5%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value $184K Shares 500 Est. Cost $230.99 Unrealized +43.9%
THC TENET HEALTHCARE CORP 0.1%
Value $166K Shares 1,000 Est. Cost $114.90 Unrealized +31.6%
BRZE BRAZE INC 0.0%
Value $80,850 Shares 2,500 Est. Cost $45.68 Unrealized -13.6%
LDTDF LEDDARTECH HLDGS INC 0.0%
Value $435 Shares 16,665 Est. Cost $0.09 Unrealized
JWSWF JAWS MUSTANG ACQUISITION COR 0.0%
Value $231 Shares 10,000 Est. Cost $0.22 Unrealized