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Heritage Commerce
HTBK

Overview Fund Activity

173 hedge funds and large institutions have $475M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 31 closing their positions.

Holders
173
Holders Change
-13
Holders Change %
-6.99%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
65
Reduced
62
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
HAM
1
HoldCo Asset Management
Florida
$16.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.3M
3
MCM
3
Maltese Capital Management
New York
$1.89M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$4.59M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.38M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CSS
3
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.49M
5
AI
5
Atom Investors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPS
76
Susquehanna Portfolio Strategies
Pennsylvania
$476K 47,923 +47,923 New
Deutsche Bank
77
Deutsche Bank
Germany
$467K 46,986 – –
Rafferty Asset Management
78
Rafferty Asset Management
New York
$465K 46,805 -6,356 -12%
SFI
79
Susquehanna Fundamental Investments
Pennsylvania
$441K 44,404 -7,918 -15%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$429K 43,170 -2,729 -6%
A
81
AlphaQuest
New York
$414K 41,652 -23,592 -36%
First Trust Advisors
82
First Trust Advisors
Illinois
$401K 40,363 +2,551 +7%
CCIA
83
Campbell & Co Investment Adviser
Maryland
$389K 39,160 +39,160 New
MIM
84
MetLife Investment Management
New Jersey
$383K 38,574 +7,448 +24%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$377K 37,916 – –
TI
86
Trexquant Investment
Connecticut
$366K 36,851 -2,503 -6%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$365K 36,806 +1,265 +4%
Point72 Asset Management
88
Point72 Asset Management
Connecticut
$337K 33,909 +15,491 +84%
BHCM
89
Brevan Howard Capital Management
Jersey
$334K 33,589 +33,589 New
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$332K 33,405 -19,550 -37%
ACM
91
Aquatic Capital Management
Illinois
$330K 33,256 +21,494 +183%
Mirae Asset Global ETFs Holdings
92
Mirae Asset Global ETFs Holdings
Hong Kong
$326K 32,845 -2,557 -7%
Universal-Beteiligungs- und Servicegesellschaft
93
Universal-Beteiligungs- und Servicegesellschaft
Germany
$314K 31,589 – –
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$311K 29,052 +14,147 +95%
ECM
95
Evergreen Capital Management
Washington
$302K 30,368 +745 +3%
HF
96
HRT Financial
New York
$300K 30,289 -827 -3%
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$296K 29,717 +3,543 +14%
IIM
98
INTECH Investment Management
Florida
$292K 29,373 -17,503 -37%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$285K 28,654 +13,212 +86%
SC
100
Savant Capital
Illinois
$279K 28,085 +3,605 +15%
2 3
4
5 6