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Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$36.1M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
4
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$10.2M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$3.06M +$514K +54,000 +20%
BCM
27
Bridgeway Capital Management
Texas
$2.9M +$129K +13,519 +5%
PAM
28
Panagora Asset Management
Massachusetts
$2.86M -$27.6K -2,903 -1%
Citigroup
29
Citigroup
New York
$2.61M +$525K +55,134 +25%
EC
30
EJF Capital
Virginia
$2.44M -$223K -23,393 -8%
Citadel Advisors
31
Citadel Advisors
Florida
$2.41M -$1.61M -169,256 -40%
Raymond James Financial
32
Raymond James Financial
Florida
$2.28M +$67.6K +7,100 +3%
Ameriprise
33
Ameriprise
Minnesota
$2.24M +$1.34M +140,873 +149%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$2.19M +$22.6K +2,374 +1%
CSS
35
Cubist Systematic Strategies
Connecticut
$1.91M +$1.31M +137,274 +217%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$1.89M -$2.52M -264,902 -57%
RHCA
37
Rosenthal Henry Capital Advisors
Indiana
$1.85M -$94.4K -9,920 -5%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$1.83M -$1.13M -118,719 -38%
Barclays
39
Barclays
United Kingdom
$1.79M -$343K -36,040 -16%
EF
40
Empowered Funds
Pennsylvania
$1.64M +$129K +13,519 +9%
BFC
41
Banc Funds Company
Illinois
$1.61M -$47.6K -5,000 -3%
Invesco
42
Invesco
Georgia
$1.59M -$198K -20,788 -11%
Cerity Partners
43
Cerity Partners
New York
$1.41M +$26K +2,726 +2%
Jane Street
44
Jane Street
New York
$1.38M +$845K +88,801 +158%
AI
45
Atom Investors
Texas
$1.32M -$3.96K -416 -0.3%
ECA
46
Endeavour Capital Advisors
Connecticut
$1.29M -$4.38M -459,966 -77%
UBS AM
47
UBS AM
Illinois
$1.27M +$21K +2,210 +2%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$1.25M +$1.06M +111,728 +571%
Victory Capital Management
49
Victory Capital Management
Texas
$1.21M – – –
Creative Planning
50
Creative Planning
Kansas
$1.19M +$175K +18,431 +17%
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