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Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$36.1M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
4
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$10.2M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
51
Lido Advisors
California
$1.13M +$324 +34 +0%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.08M – – –
Millennium Management
53
Millennium Management
New York
$983K -$926K -97,218 -48%
Bank of America
54
Bank of America
North Carolina
$979K -$98.4K -10,335 -9%
Verition Fund Management
55
Verition Fund Management
Connecticut
$965K +$394K +41,425 +69%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$939K +$532K +55,854 +131%
First Manhattan
57
First Manhattan
New York
$876K – – –
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$869K -$40.9K -4,299 -4%
SIM
59
SummerHaven Investment Management
Connecticut
$859K +$14.1K +1,484 +2%
UBS Group
60
UBS Group
Switzerland
$843K -$357K -37,460 -30%
Franklin Resources
61
Franklin Resources
California
$840K +$398K +41,800 +90%
SEI Investments
62
SEI Investments
Pennsylvania
$746K +$141K +14,836 +23%
VI
63
Versor Investments
New York
$709K +$709K +74,500 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$709K -$31.5K -3,316 -4%
AA
65
ALPS Advisors
Colorado
$669K -$24.3K -2,554 -4%
A
66
AlphaQuest
New York
$621K +$26.8K +2,818 +5%
Wells Fargo
67
Wells Fargo
California
$607K +$59.4K +6,241 +11%
Legal & General Group
68
Legal & General Group
United Kingdom
$557K – – –
EPCA
69
Elizabeth Park Capital Advisors
Ohio
$555K +$555K +58,267 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$552K -$34.3K -3,603 -6%
SO
71
STRS Ohio
Ohio
$547K -$20.9K -2,200 -4%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$519K – – –
Rafferty Asset Management
73
Rafferty Asset Management
New York
$506K -$189K -19,876 -27%
Jacobs Levy Equity Management
74
Jacobs Levy Equity Management
New Jersey
$504K +$504K +52,955 New
SFI
75
Susquehanna Fundamental Investments
Pennsylvania
$498K +$12.4K +1,300 +3%
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3
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