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Heritage Commerce
HTBK

Overview Fund Activity

118 hedge funds and large institutions have $270M invested in Heritage Commerce in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
36
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$16K

Top Buyers

1
BFC
1
Banc Funds Company
Illinois
$4.91M
2
FL
2
Fourthstone LLC
Missouri
$1.27M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.43M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.9M
5
BCM
5
Bridgeway Capital Management
Texas
$585K

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
FCM
2
FJ Capital Management
Virginia
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$94K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$317K
5
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$448K +$2.36K +354 +0.5%
FPCP
52
Fort Point Capital Partners
California
$446K +$370K +55,522 +483%
CS
53
Credit Suisse
Switzerland
$407K -$54.2K -8,143 -12%
UBS Group
54
UBS Group
Switzerland
$377K -$37.3K -5,613 -9%
Invesco
55
Invesco
Georgia
$375K -$9.52K -1,429 -2%
Barclays
56
Barclays
United Kingdom
$364K +$150K +22,543 +70%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$327K – – –
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$317K -$1.42M -212,999 -82%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$303K +$66.6K +9,926 +28%
GIM
60
Guardian Investment Management
California
$295K – – –
UBS AM
61
UBS AM
Illinois
$283K +$49.6K +7,448 +21%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$278K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$271K +$19.5K +2,934 +8%
GC
64
Globeflex Capital
California
$266K +$30.7K +4,613 +13%
AIG
65
American International Group
New York
$231K -$5.25K -790 -2%
AQR Capital Management
66
AQR Capital Management
Connecticut
$204K +$204K +30,579 New
HF
67
HRT Financial
New York
$199K +$199K +29,978 New
BOS
68
Bingham Osborn & Scarborough
California
$170K – – –
WCM
69
Weld Capital Management
New York
$167K +$62.5K +9,417 +60%
PFP
70
Patriot Financial Partners
Pennsylvania
$166K +$19.9K +3,000 +14%
TRCT
71
Tower Research Capital (TRC)
New York
$165K +$115K +17,286 +231%
MIM
72
MetLife Investment Management
New Jersey
$163K – – –
IA
73
IndexIQ Advisors
New York
$163K +$8.84K +1,328 +6%
PCM
74
Palouse Capital Management
Washington
$149K -$23.3K -3,484 -14%
EGM
75
Engineers Gate Manager
New York
$147K -$19K -2,858 -11%
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