HTBK icon

Heritage Commerce
HTBK

Overview Fund Activity

118 hedge funds and large institutions have $415M invested in Heritage Commerce in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
36
Closed
14
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.82M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$28.7M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$5.56M
3
MOACM
3
Mutual of America Capital Management
New York
$2.4M
4
Millennium Management
4
Millennium Management
New York
$4.52M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$2.91M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$570K
2
Ameriprise
2
Ameriprise
Minnesota
$9.65M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
76
American International Group
New York
$325K +$13.1K +1,071 +4%
MC
77
Menta Capital
California
$305K -$196K -16,033 -39%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$279K -$80.6K -6,580 -22%
PCM
79
Palouse Capital Management
Washington
$259K – – –
Citigroup
80
Citigroup
New York
$251K +$95.3K +7,783 +61%
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$232K +$232K +18,900 New
VOYA Investment Management
82
VOYA Investment Management
Georgia
$229K – – –
RJFSA
83
Raymond James Financial Services Advisors
Florida
$224K – – –
MIM
84
MetLife Investment Management
New Jersey
$219K – – –
SCM
85
Silvant Capital Management
Georgia
$212K – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$207K -$374K -30,575 -64%
CG
87
Caprock Group
Idaho
$176K – – –
MWNA
88
Marshall Wace North America
New York
$171K +$115K +9,363 +203%
FPCP
89
Fort Point Capital Partners
California
$170K – – –
WG
90
Winton Group
United Kingdom
$170K +$170K +13,869 New
GC
91
Globeflex Capital
California
$169K – – –
MAM
92
Martingale Asset Management
Massachusetts
$164K -$221K -17,900 -57%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$157K – – –
QSS
94
Quantitative Systematic Strategies
Florida
$141K +$141K +11,503 New
AIA
95
AIMZ Investment Advisors
California
$130K – – –
CCIA
96
Campbell & Co Investment Adviser
Maryland
$128K +$128K +10,430 New
SIM
97
Spark Investment Management
New York
$126K +$126K +10,300 New
OWA
98
One Wealth Advisors
California
$123K – – –
Russell Investments Group
99
Russell Investments Group
United Kingdom
$105K -$1.15M -94,524 -92%
Legal & General Group
100
Legal & General Group
United Kingdom
$101K +$8.15K +665 +9%
2 3
4
5 6