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Heritage Commerce
HTBK

Overview Fund Activity

161 hedge funds and large institutions have $464M invested in Heritage Commerce in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
59
Reduced
48
Closed
18
Calls
$5K
Puts
$4K
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.1M
2
ACM
2
Ategra Capital Management
Virginia
$8.38M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.6M
5
American Century Companies
5
American Century Companies
Missouri
$10.8M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$35.9M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$2.89M
3
KCM
3
Kennedy Capital Management
Missouri
$5.78M
4
Boston Partners
4
Boston Partners
Massachusetts
$15.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
26
Siena Capital Partners
Illinois
$3.95M – – –
AllianceBernstein
27
AllianceBernstein
Tennessee
$3.63M -$810K -82,000 -18%
PAM
28
Panagora Asset Management
Massachusetts
$3.13M -$30.4K -3,074 -1%
EC
29
EJF Capital
Virginia
$2.91M +$824K +83,442 +40%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$2.89M -$7.23M -731,592 -71%
BCM
31
Bridgeway Capital Management
Texas
$2.8M +$75.5K +7,638 +3%
BFC
32
Banc Funds Company
Illinois
$2.7M -$1.54M -155,800 -36%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.63M -$103K -10,382 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$2.6M +$1.78M +180,467 +220%
Renaissance Technologies
35
Renaissance Technologies
New York
$2.54M -$190K -19,200 -7%
Barclays
36
Barclays
United Kingdom
$2.14M +$143K +14,466 +7%
State Board of Administration of Florida Retirement System
37
State Board of Administration of Florida Retirement System
Florida
$2.14M +$1.06M +107,332 +99%
RHCA
38
Rosenthal Henry Capital Advisors
Indiana
$2.01M +$42K +4,250 +2%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.86M +$674K +68,268 +57%
Invesco
40
Invesco
Georgia
$1.74M -$606K -61,324 -26%
AI
41
Atom Investors
Texas
$1.58M -$1.26M -127,675 -44%
EF
42
Empowered Funds
Pennsylvania
$1.49M +$75.5K +7,638 +5%
Cerity Partners
43
Cerity Partners
New York
$1.45M +$210K +21,288 +17%
CAM
44
ClariVest Asset Management
California
$1.44M – – –
TI
45
Trexquant Investment
Connecticut
$1.28M +$451K +45,641 +55%
GCP
46
GSA Capital Partners
United Kingdom
$1.26M +$417K +42,167 +49%
Bank of America
47
Bank of America
North Carolina
$1.18M -$123K -12,413 -9%
Lido Advisors
48
Lido Advisors
California
$1.17M -$34.6K -3,500 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.12M -$66.2K -6,700 -6%
Citigroup
50
Citigroup
New York
$1.12M +$221K +22,350 +25%
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