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Heritage Commerce
HTBK

Overview Fund Activity

129 hedge funds and large institutions have $410M invested in Heritage Commerce in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
50
Reduced
29
Closed
6
Calls
$1.99M
Puts
$1K
Net Calls
+$1.99M
Net Calls Change
+$477K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.77M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.33M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$6.62M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$3.65M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$29.7M

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$4.87M
2
MCM
2
Maltese Capital Management
New York
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$317K
4
Marshall Wace
4
Marshall Wace
United Kingdom
$1.77M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$881K +$70.5K +6,000 +9%
SGI
52
Summit Global Investments
Utah
$879K +$229K +19,515 +35%
UBS Group
53
UBS Group
Switzerland
$869K +$284K +24,162 +48%
Bank of America
54
Bank of America
North Carolina
$844K +$148K +12,568 +21%
BNP Paribas Asset Management
55
BNP Paribas Asset Management
France
$842K +$154K +13,128 +22%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$765K +$9.15K +778 +1%
PAM
57
Panagora Asset Management
Massachusetts
$705K +$643K +54,628 +1,029%
BCM
58
BHZ Capital Management
California
$666K -$23.2K -1,978 -3%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$643K +$444K +37,821 +224%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$624K +$402K +34,150 +181%
GIP
61
Granite Investment Partners
California
$568K – – –
UBS AM
62
UBS AM
Illinois
$551K +$30.2K +2,572 +6%
MERSOM
63
Municipal Employees' Retirement System of Michigan
Michigan
$523K – – –
AllianceBernstein
64
AllianceBernstein
Tennessee
$520K -$27.3K -2,322 -5%
AG
65
Aperio Group
California
$500K +$180K +15,310 +56%
CS
66
Credit Suisse
Switzerland
$499K +$14.7K +1,255 +3%
Invesco
67
Invesco
Georgia
$476K -$9.86K -839 -2%
Squarepoint
68
Squarepoint
New York
$472K -$18.7K -1,590 -4%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$464K +$464K +39,508 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$459K +$358K +30,432 +354%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$456K – – –
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$442K – – –
SFM
73
Systematic Financial Management
New Jersey
$421K +$421K +35,835 New
QI
74
QS Investors
New York
$323K – – –
Deutsche Bank
75
Deutsche Bank
Germany
$317K -$2.11M -180,581 -87%
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