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Heritage Commerce
HTBK

Overview Fund Activity

173 hedge funds and large institutions have $475M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 31 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
65
Reduced
62
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
HAM
1
HoldCo Asset Management
Florida
$16.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
MCM
3
Maltese Capital Management
New York
$1.89M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.59M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.38M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CSS
3
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.49M
5
AI
5
Atom Investors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.7M 7,924,490 -111,132 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.3M 3,555,704 +60,127 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34M 3,423,604 +12,843 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.8M 3,005,249 -791,223 -21%
FCM
5
FJ Capital Management
Virginia
$23.3M 2,344,722 -20,102 -0.9%
State Street
6
State Street
Massachusetts
$18.7M 1,879,668 -83,909 -4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$18.3M 1,838,757 -107,922 -6%
HAM
8
HoldCo Asset Management
Florida
$16.1M 1,623,446 +1,623,446 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.5M 1,565,168 +87,229 +6%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$13.5M 1,355,840 +78,210 +6%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M 1,290,612 -27,834 -2%
Goldman Sachs
12
Goldman Sachs
New York
$11.3M 1,138,666 +251,466 +28%
Boston Partners
13
Boston Partners
Massachusetts
$10.8M 1,102,707 +22,264 +2%
American Century Companies
14
American Century Companies
Missouri
$10.7M 1,080,885 -17,157 -2%
KCM
15
Kennedy Capital Management
Missouri
$8.63M 868,932 -18,958 -2%
AG
16
AlTi Global
New York
$6.52M 656,604 +29 +0%
RIP
17
Rhino Investment Partners
Pennsylvania
$6.08M 612,175 +63,668 +12%
Northern Trust
18
Northern Trust
Illinois
$5.82M 585,638 +1,837 +0.3%
Charles Schwab
19
Charles Schwab
California
$5.02M 505,727 +17,271 +4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$4.99M 502,102 +33,400 +7%
Morgan Stanley
21
Morgan Stanley
New York
$4.78M 481,423 -55,656 -10%
NL
22
Nuveen LLC
North Carolina
$4.7M 473,655 -37,001 -7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.59M 461,974 +124,316 +37%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.38M 441,500 +120,000 +37%
AllianceBernstein
25
AllianceBernstein
Tennessee
$4.28M 430,746 +70,110 +19%
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