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Heritage Commerce
HTBK

Overview Fund Activity

177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
72
Reduced
46
Closed
13
Calls
$36K
Puts
$5K
Net Calls
+$31K
Net Calls Change
+$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
Millennium Management
2
Millennium Management
New York
$1.88M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.96M
5
State Street
5
State Street
Massachusetts
$19.9M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$28.5M
2
ACM
2
Ategra Capital Management
Virginia
$3.46M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
Ategra Capital Management
Virginia
$3.46M -$4.49M -478,480 -56%
AQR Capital Management
27
AQR Capital Management
Connecticut
$3.34M -$934K -99,592 -22%
AllianceBernstein
28
AllianceBernstein
Tennessee
$3.13M -$310K -33,000 -9%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$2.92M +$422K +45,010 +17%
PAM
30
Panagora Asset Management
Massachusetts
$2.85M -$127K -13,553 -4%
BCM
31
Bridgeway Capital Management
Texas
$2.73M +$71.4K +7,614 +3%
EC
32
EJF Capital
Virginia
$2.63M -$137K -14,581 -5%
Renaissance Technologies
33
Renaissance Technologies
New York
$2.51M +$94.7K +10,100 +4%
Raymond James Financial
34
Raymond James Financial
Florida
$2.18M +$2.18M +232,559 New
State Board of Administration of Florida Retirement System
35
State Board of Administration of Florida Retirement System
Florida
$2.14M +$110K +11,764 +5%
Barclays
36
Barclays
United Kingdom
$2.1M +$72K +7,674 +4%
Citigroup
37
Citigroup
New York
$2.06M +$997K +106,268 +94%
RHCA
38
Rosenthal Henry Capital Advisors
Indiana
$1.91M – – –
Millennium Management
39
Millennium Management
New York
$1.88M +$1.88M +200,522 New
Invesco
40
Invesco
Georgia
$1.76M +$108K +11,517 +7%
BFC
41
Banc Funds Company
Illinois
$1.64M -$922K -98,300 -36%
EF
42
Empowered Funds
Pennsylvania
$1.49M +$71.4K +7,614 +5%
Cerity Partners
43
Cerity Partners
New York
$1.37M -$7.28K -775 -0.5%
AI
44
Atom Investors
Texas
$1.31M -$190K -20,221 -13%
ECM
45
ExodusPoint Capital Management
New York
$1.27M +$1.27M +135,563 New
UBS AM
46
UBS AM
Illinois
$1.23M +$187K +19,972 +18%
Victory Capital Management
47
Victory Capital Management
Texas
$1.19M +$133K +14,200 +13%
UBS Group
48
UBS Group
Switzerland
$1.18M +$387K +41,212 +49%
Lido Advisors
49
Lido Advisors
California
$1.11M – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.07M – – –
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