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Heritage Commerce
HTBK

Overview Fund Activity

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.

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
72
Reduced
46
Closed
13
Calls
$36K
Puts
$5K
Net Calls
+$31K
Net Calls Change
+$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
Millennium Management
2
Millennium Management
New York
$1.88M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.96M
5
State Street
5
State Street
Massachusetts
$19.9M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$28.5M
2
ACM
2
Ategra Capital Management
Virginia
$3.46M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$1.06M -$63K -6,715 -6%
Creative Planning
52
Creative Planning
Kansas
$998K +$105K +11,182 +12%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$897K +$44.4K +4,738 +5%
Ameriprise
54
Ameriprise
Minnesota
$887K -$1.88K -200 -0.2%
TI
55
Trexquant Investment
Connecticut
$884K -$328K -34,917 -27%
First Manhattan
56
First Manhattan
New York
$863K – – –
SIM
57
SummerHaven Investment Management
Connecticut
$832K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$731K +$394K +41,972 +117%
Rafferty Asset Management
59
Rafferty Asset Management
New York
$685K -$163K -17,358 -19%
AA
60
ALPS Advisors
Colorado
$683K +$24K +2,554 +4%
GCP
61
GSA Capital Partners
United Kingdom
$614K -$582K -62,046 -49%
SEI Investments
62
SEI Investments
Pennsylvania
$596K +$283K +30,192 +90%
CSS
63
Cubist Systematic Strategies
Connecticut
$592K +$592K +63,154 New
A
64
AlphaQuest
New York
$586K +$325K +34,624 +125%
HF
65
HRT Financial
New York
$578K +$578K +61,717 New
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$578K -$47.9K -5,107 -8%
FPCP
67
Fort Point Capital Partners
California
$575K +$413K +44,040 +256%
Deutsche Bank
68
Deutsche Bank
Germany
$571K +$169K +18,013 +42%
Verition Fund Management
69
Verition Fund Management
Connecticut
$563K +$436K +46,479 +344%
SO
70
STRS Ohio
Ohio
$560K – – –
Legal & General Group
71
Legal & General Group
United Kingdom
$549K +$95.4K +10,174 +21%
Wells Fargo
72
Wells Fargo
California
$540K +$160K +17,071 +42%
Jane Street
73
Jane Street
New York
$526K -$445K -47,478 -46%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$511K -$5.89K -628 -1%
EGM
75
Engineers Gate Manager
New York
$491K +$374K +39,827 +318%
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