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Heritage Commerce
HTBK

Overview Fund Activity

117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
7
Calls
$762K
Puts
–
Net Calls
+$762K
Net Calls Change
+$1.45M

Top Buyers

1
TA
1
Tiedemann Advisors
New York
$9.21M
2
Millennium Management
2
Millennium Management
New York
$9.4M
3
ZIM
3
Zacks Investment Management
Illinois
$1.72M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.3M
5
AL
5
AJO LP
Pennsylvania
$1.65M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.9M
2
WHG
2
Westwood Holdings Group
Texas
$12.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.32M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$376K +$130K +8,466 +53%
AIG
77
American International Group
New York
$374K +$1.76K +115 +0.5%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$364K +$364K +23,762 New
AllianceBernstein
79
AllianceBernstein
Tennessee
$336K -$33.8K -2,205 -9%
PCM
80
Palouse Capital Management
Washington
$287K -$17.4K -1,139 -6%
GC
81
Globeflex Capital
California
$287K – – –
MIM
82
MetLife Investment Management
New Jersey
$274K +$274K +17,854 New
Squarepoint
83
Squarepoint
New York
$263K +$263K +17,184 New
CG
84
Caprock Group
Idaho
$239K – – –
Jane Street
85
Jane Street
New York
$231K -$65.2K -4,245 -22%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$210K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$200K +$58K +3,782 +41%
Barclays
88
Barclays
United Kingdom
$199K +$178K +11,637 +868%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$195K +$195K +12,759 New
Principal Financial Group
90
Principal Financial Group
Iowa
$194K -$658 -43 -0.3%
Teacher Retirement System of Texas
91
Teacher Retirement System of Texas
Texas
$190K +$190K +12,387 New
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$188K -$208K -13,570 -53%
AIA
93
AIMZ Investment Advisors
California
$176K -$19.9K -1,300 -10%
UBS AM
94
UBS AM
Illinois
$172K +$172K +11,200 New
SCM
95
Stevens Capital Management
Pennsylvania
$166K -$31.3K -2,045 -16%
OWA
96
One Wealth Advisors
California
$154K +$154K +10,045 New
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$153K +$96.1K +6,275 +169%
IA
98
IFP Advisors
Florida
$147K – – –
Legal & General Group
99
Legal & General Group
United Kingdom
$138K – – –
Citigroup
100
Citigroup
New York
$130K +$101K +6,609 +353%
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