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Heritage Commerce
HTBK

Overview Fund Activity

118 hedge funds and large institutions have $270M invested in Heritage Commerce in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
36
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$16K

Top Buyers

1
BFC
1
Banc Funds Company
Illinois
$4.91M
2
FL
2
Fourthstone LLC
Missouri
$1.27M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.43M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.9M
5
BCM
5
Bridgeway Capital Management
Texas
$585K

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
FCM
2
FJ Capital Management
Virginia
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$94K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$317K
5
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.68M +$73.5K +11,045 +5%
MOACM
27
Mutual of America Capital Management
New York
$1.61M -$529K -79,561 -25%
Man Group
28
Man Group
United Kingdom
$1.59M +$228K +34,200 +17%
Wells Fargo
29
Wells Fargo
California
$1.47M -$183K -27,433 -11%
Citadel Advisors
30
Citadel Advisors
Florida
$1.43M +$878K +131,948 +160%
PPA
31
Parametric Portfolio Associates
Washington
$1.29M -$120K -17,990 -8%
FL
32
Fourthstone LLC
Missouri
$1.27M +$1.27M +191,100 New
Two Sigma Investments
33
Two Sigma Investments
New York
$1.12M +$254K +38,206 +29%
Victory Capital Management
34
Victory Capital Management
Texas
$994K -$12.1K -1,814 -1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$901K +$18.6K +2,800 +2%
First Manhattan
36
First Manhattan
New York
$895K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$885K +$295K +41,857 +50%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$872K +$17.3K +2,600 +2%
Goldman Sachs
39
Goldman Sachs
New York
$846K +$4.91K +738 +0.6%
Bank of America
40
Bank of America
North Carolina
$701K +$185K +27,821 +36%
PCA
41
PL Capital Advisors
Florida
$666K – – –
AG
42
Aperio Group
California
$658K +$417K +62,671 +173%
AWS
43
AJ Wealth Strategies
New York
$608K – – –
TD Asset Management
44
TD Asset Management
Ontario, Canada
$597K – – –
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$586K +$22.9K +3,438 +4%
BCM
46
Bridgeway Capital Management
Texas
$585K +$585K +87,900 New
ETI
47
Enterprise Trust & Investment
California
$567K -$333 -50 -0.1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$526K -$337K -50,665 -39%
SW
49
SVB Wealth
Massachusetts
$494K – – –
Morgan Stanley
50
Morgan Stanley
New York
$450K -$219K -32,956 -33%
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