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Heritage Commerce

154 hedge funds and large institutions have $417M invested in Heritage Commerce in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 169154 (-15)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$15.3M
2 +$7.95M
3 +$5.94M
4
Goldman Sachs
Goldman Sachs
New York
+$3.51M
5
AI
Atom Investors
Texas
+$1.67M

Top Sellers

1 -$6.43M
2 -$6.41M
3 -$1.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.31M
5
BFC
Banc Funds Company
Illinois
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$947K
52
$865K
53
$839K
54
$823K
55
$822K
56
$801K
57
$791K
58
$743K
59
$727K
60
$715K
61
$657K
62
$652K
63
$590K
64
$579K
65
$576K
66
$536K
67
$518K
68
$510K
69
$459K
70
$416K
71
$408K
72
$390K
73
$373K
74
$361K
75
$357K