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Heritage Commerce
HTBK

Overview Fund Activity

131 hedge funds and large institutions have $537M invested in Heritage Commerce in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
23
Closed
19
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.99M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$36M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$10.6M
4
FCM
4
FJ Capital Management
Virginia
$9.38M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$7.83M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$378K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.07M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.72M
5
KCM
5
Kennedy Capital Management
Missouri
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$4.17M +$970K +75,635 +30%
MOACM
27
Mutual of America Capital Management
New York
$4.16M +$586K +45,698 +16%
Two Sigma Investments
28
Two Sigma Investments
New York
$3.91M +$1.47M +114,378 +60%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.3M +$911K +70,978 +38%
KCM
30
Kennedy Capital Management
Missouri
$3.22M -$2.1M -163,600 -39%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$3.19M +$903K +70,400 +40%
Wells Fargo
32
Wells Fargo
California
$3.14M +$1.52M +118,526 +94%
SNB
33
Security National Bank
Nebraska
$3.1M +$177K +13,801 +6%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.72M – – –
JC
35
JCSD Capital
California
$2.63M – – –
Victory Capital Management
36
Victory Capital Management
Texas
$2.36M +$220K +17,133 +10%
Morgan Stanley
37
Morgan Stanley
New York
$2.07M -$5.32M -414,870 -72%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.99M +$642K +50,000 +47%
Goldman Sachs
39
Goldman Sachs
New York
$1.93M -$3.89M -303,103 -67%
First Manhattan
40
First Manhattan
New York
$1.73M +$1.73M +134,535 New
RHCA
41
Rosenthal Henry Capital Advisors
Indiana
$1.67M -$1.28M -100,000 -43%
Citadel Advisors
42
Citadel Advisors
Florida
$1.42M +$105K +8,156 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.38M +$398K +31,000 +41%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.37M +$137K +10,692 +11%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M – – –
PPA
46
Parametric Portfolio Associates
Washington
$1.28M +$276K +21,518 +27%
UBS Group
47
UBS Group
Switzerland
$1.21M +$259K +20,175 +27%
JFA
48
Johanson Financial Advisors
California
$1.2M +$1.2M +15,400 New
SW
49
SVB Wealth
Massachusetts
$1.16M -$185K -14,395 -14%
ETI
50
Enterprise Trust & Investment
California
$1.09M – – –
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