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Heritage Commerce
HTBK

Overview Fund Activity

103 hedge funds and large institutions have $373M invested in Heritage Commerce in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
44
Reduced
27
Closed
13
Calls
–
Puts
$810K
Net Calls
-$810K
Net Calls Change
-$167K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$43.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$46.3M
3
ZDA
3
Zweig-DiMenna Associates
New York
$10.1M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$9.83M

Top Sellers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$0
2
CCCPI
2
Castle Creek Capital Partners IV
California
$0
3
MCM
3
Maltese Capital Management
New York
$307K
4
CRC
4
Curi RMB Capital
Illinois
$0
5
HHC
5
Hutchin Hill Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$579K +$169K +11,753 +41%
Bessemer Group
52
Bessemer Group
New Jersey
$577K +$101K +7,000 +21%
Prudential Financial
53
Prudential Financial
New Jersey
$575K -$2.89K -200 -0.5%
Charles Schwab
54
Charles Schwab
California
$570K – – –
Squarepoint
55
Squarepoint
New York
$532K +$532K +36,862 New
Wells Fargo
56
Wells Fargo
California
$520K +$115K +7,958 +28%
SCA
57
Secor Capital Advisors
New York
$513K +$513K +35,562 New
GC
58
Globeflex Capital
California
$465K +$1.24K +86 +0.3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$446K -$1.05M -72,891 -70%
TA
60
Teton Advisors
New York
$446K +$70.7K +4,900 +19%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$444K +$34.2K +2,369 +8%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$435K +$7.9K +548 +2%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$431K +$431K +29,860 New
CS
64
Credit Suisse
Switzerland
$408K +$140K +9,679 +52%
Citigroup
65
Citigroup
New York
$407K +$269K +18,656 +196%
NFA
66
Nationwide Fund Advisors
Ohio
$396K +$74.4K +5,161 +23%
Stifel Financial
67
Stifel Financial
Missouri
$383K -$61.4K -4,237 -14%
BG
68
BlackRock Group
United Kingdom
$329K – – –
PCM
69
Palouse Capital Management
Washington
$317K -$3.9K -270 -1%
MCM
70
MAI Capital Management
Ohio
$315K -$315K -21,858 -50%
MCM
71
Maltese Capital Management
New York
$307K -$3.01M -208,743 -91%
GCP
72
GSA Capital Partners
United Kingdom
$280K -$14.7K -1,020 -5%
HCM
73
Hilton Capital Management
New York
$266K -$131K -9,075 -33%
Citadel Advisors
74
Citadel Advisors
Florida
$262K +$262K +18,134 New
Bank of America
75
Bank of America
North Carolina
$256K +$41.3K +2,859 +19%
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