HTBK icon

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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.15M 417,883 +6,243 +2%
Two Sigma Investments
27
Two Sigma Investments
New York
$4.05M 407,504 +2,735 +0.7%
BCM
28
Bridgeway Capital Management
Texas
$3.19M 320,931 +16,601 +5%
Citadel Advisors
29
Citadel Advisors
Florida
$3.15M 317,265 +64,044 +25%
Raymond James Financial
30
Raymond James Financial
Florida
$2.82M 284,228 +44,569 +19%
Ameriprise
31
Ameriprise
Minnesota
$2.52M 254,069 +18,580 +8%
Barclays
32
Barclays
United Kingdom
$2.27M 229,074 +41,001 +22%
State Board of Administration of Florida Retirement System
33
State Board of Administration of Florida Retirement System
Florida
$2.25M 226,319 -4,027 -2%
Citigroup
34
Citigroup
New York
$2.19M 220,703 -53,918 -20%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$2.15M 216,961 +24,765 +13%
EC
36
EJF Capital
Virginia
$1.95M 196,786 -59,730 -23%
RHCA
37
Rosenthal Henry Capital Advisors
Indiana
$1.89M 190,687 -3,230 -2%
MCM
38
Maltese Capital Management
New York
$1.89M 190,000 +190,000 New
EF
39
Empowered Funds
Pennsylvania
$1.87M 188,467 +16,601 +10%
UBS AM
40
UBS AM
Illinois
$1.75M 176,655 +43,636 +33%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.73M 173,863 +42,580 +32%
Creative Planning
42
Creative Planning
Kansas
$1.72M 173,005 +48,130 +39%
UBS Group
43
UBS Group
Switzerland
$1.6M 160,649 +72,117 +81%
Cerity Partners
44
Cerity Partners
New York
$1.52M 152,744 +4,444 +3%
PAM
45
Panagora Asset Management
Massachusetts
$1.49M 149,617 -150,794 -50%
Invesco
46
Invesco
Georgia
$1.37M 137,776 -29,562 -18%
BFC
47
Banc Funds Company
Illinois
$1.21M 121,539 -48,000 -28%
GCP
48
GSA Capital Partners
United Kingdom
$1.2M 120,873 +73,579 +156%
Victory Capital Management
49
Victory Capital Management
Texas
$1.2M 120,440 -6,560 -5%
Lido Advisors
50
Lido Advisors
California
$1.18M 118,397 -34 -0%
1
2
3 4 5