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Heritage Commerce
HTBK

Overview Fund Activity

117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
7
Calls
$762K
Puts
–
Net Calls
+$762K
Net Calls Change
+$1.45M

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$9.21M
2
Millennium Management
2
Millennium Management
New York
$9.4M
3
ZIM
3
Zacks Investment Management
Illinois
$1.72M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.3M
5
AL
5
AJO LP
Pennsylvania
$1.65M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.9M
2
WHG
2
Westwood Holdings Group
Texas
$12.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.32M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
26
Security National Bank
Nebraska
$2.65M +$20.8K +1,357 +0.8%
Charles Schwab
27
Charles Schwab
California
$2.51M +$519K +33,864 +26%
Deutsche Bank
28
Deutsche Bank
Germany
$2.15M -$106K -6,954 -5%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.12M – – –
TCIM
30
TIAA CREF Investment Management
New York
$2.04M -$108K -7,060 -5%
Wells Fargo
31
Wells Fargo
California
$1.74M +$915K +59,680 +111%
ZIM
32
Zacks Investment Management
Illinois
$1.72M +$1.72M +112,418 New
BCM
33
BHZ Capital Management
California
$1.7M -$105K -6,860 -6%
TA
34
Teachers Advisors
New York
$1.69M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.66M +$15.3K +1,000 +0.9%
AL
36
AJO LP
Pennsylvania
$1.65M +$1.65M +107,960 New
PAM
37
Panagora Asset Management
Massachusetts
$1.56M -$399K -26,067 -20%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.51M +$103K +6,693 +7%
MAM
39
Martingale Asset Management
Massachusetts
$1.46M – – –
Victory Capital Management
40
Victory Capital Management
Texas
$1.45M +$107K +6,994 +8%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.43M -$66.3K -4,327 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.43M – – –
MC
43
Menta Capital
California
$1.42M +$242K +15,767 +20%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.2M +$20.2K +1,319 +2%
Goldman Sachs
45
Goldman Sachs
New York
$1.19M +$581K +37,947 +96%
American Century Companies
46
American Century Companies
Missouri
$1.16M +$25.2K +1,642 +2%
GCP
47
GSA Capital Partners
United Kingdom
$1.1M -$270K -17,626 -20%
GIP
48
Granite Investment Partners
California
$1.04M – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$1.02M +$75.3K +4,912 +8%
FPCP
50
Fort Point Capital Partners
California
$976K – – –
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