HTBK icon

Heritage Commerce

154 hedge funds and large institutions have $417M invested in Heritage Commerce in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 169154 (-15)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$15.3M
2 +$7.95M
3 +$5.94M
4
Goldman Sachs
Goldman Sachs
New York
+$3.51M
5
AI
Atom Investors
Texas
+$1.67M

Top Sellers

1 -$6.43M
2 -$6.41M
3 -$1.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.31M
5
BFC
Banc Funds Company
Illinois
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.73M
27
$3.48M
28
$2.78M
29
$2.5M
30
$2.41M
31
$2.4M
32
$2.4M
33
$2.07M
34
$1.84M
35
$1.76M
36
$1.74M
37
$1.68M
38
$1.44M
39
$1.35M
40
$1.26M
41
$1.24M
42
$1.15M
43
$1.13M
44
$1.09M
45
$1.06M
46
$1.06M
47
$1.05M
48
$1.05M
49
$992K
50
$985K