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Heritage Commerce
HTBK

Overview Fund Activity

137 hedge funds and large institutions have $490M invested in Heritage Commerce in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 7 closing their positions.

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
44
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$19.1M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$2.88M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.84M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.36M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$2.69M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$19.1M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$22.1M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$70.1M
4
BFC
4
Banc Funds Company
Illinois
$14.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
AJ Wealth Strategies
New York
$1.1M +$12K +1,002 +1%
BCM
52
Bridgeway Capital Management
Texas
$1.05M – – –
ETI
53
Enterprise Trust & Investment
California
$992K -$84.3K -7,062 -8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$987K +$29.1K +2,435 +3%
PCM
55
Prelude Capital Management
New York
$964K +$26.3K +2,200 +3%
CS
56
Credit Suisse
Switzerland
$954K +$289K +24,180 +43%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$945K -$4.65K -389 -0.5%
SW
58
SVB Wealth
Massachusetts
$862K -$16.1K -1,349 -2%
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
$765K +$368K +30,857 +93%
EGM
60
Engineers Gate Manager
New York
$682K +$682K +57,148 New
UBS Group
61
UBS Group
Switzerland
$667K -$7.24K -607 -1%
GCP
62
GSA Capital Partners
United Kingdom
$659K +$659K +55,197 New
RJFSA
63
Raymond James Financial Services Advisors
Florida
$611K +$89.6K +7,500 +17%
UBS AM
64
UBS AM
Illinois
$575K – – –
Public Employees Retirement Association of Colorado
65
Public Employees Retirement Association of Colorado
Colorado
$549K – – –
CSS
66
Cubist Systematic Strategies
Connecticut
$545K +$545K +45,640 New
Deutsche Bank
67
Deutsche Bank
Germany
$533K +$10.2K +855 +2%
HF
68
HRT Financial
New York
$457K +$197K +16,522 +76%
IA
69
IndexIQ Advisors
New York
$413K -$26.7K -2,233 -6%
AIG
70
American International Group
New York
$371K -$11.1K -929 -3%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$371K – – –
GIM
72
Guardian Investment Management
California
$352K – – –
PP
73
PDT Partners
New York
$326K +$40.5K +3,385 +14%
Truist Financial
74
Truist Financial
North Carolina
$320K +$149K +12,391 +87%
Jacobs Levy Equity Management
75
Jacobs Levy Equity Management
New Jersey
$313K +$313K +26,209 New
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