Heritage Commerce
HTBK
HTBK
147 hedge funds and large institutions have $376M invested in Heritage Commerce in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
3% less funds holding
Funds holding: 151 → 147 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Holders
147
Holding in Top 10
–
Calls
$73K
Puts
$56K
Top Buyers
| 1 | +$3.49M | |
| 2 | +$1.86M | |
| 3 | +$1.61M | |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.28M |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.25M |
Top Sellers
| 1 | -$3.24M | |
| 2 | -$1.61M | |
| 3 | -$1.43M | |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$1.05M |
| 5 |
State Street
Boston,
Massachusetts
|
-$989K |