HTBK icon

Heritage Commerce

177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.23% less ownership

Funds ownership: 76.68%76.45% (-0.23%)

5% less capital invested

Capital invested by funds: $464M → $440M (-$24.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$2.52M
2 +$1.88M
3 +$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.5M
5
State Street
State Street
Massachusetts
+$1.47M

Top Sellers

1 -$5.58M
2 -$4.49M
3 -$3.95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.06M
52
$998K
53
$897K
54
$887K
55
$884K
56
$863K
57
$832K
58
$731K
59
$685K
60
$683K
61
$614K
62
$596K
63
$592K
64
$586K
65
$578K
66
$578K
67
$575K
68
$571K
69
$563K
70
$560K
71
$549K
72
$540K
73
$526K
74
$511K
75
$491K