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Heritage Commerce
HTBK

Overview Fund Activity

118 hedge funds and large institutions have $270M invested in Heritage Commerce in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
44
Reduced
36
Closed
16
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$16K

Top Buyers

1
BFC
1
Banc Funds Company
Illinois
$4.91M
2
FL
2
Fourthstone LLC
Missouri
$1.27M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.43M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$16.9M
5
BCM
5
Bridgeway Capital Management
Texas
$585K

Top Sellers

1
WHG
1
Westwood Holdings Group
Texas
$0
2
FCM
2
FJ Capital Management
Virginia
$0
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$94K
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$317K
5
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$146K -$10.8K -1,627 -7%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$137K – – –
ASRS
78
Arizona State Retirement System
Arizona
$120K +$30.8K +4,625 +35%
MIM
79
Martin Investment Management
Florida
$115K +$115K +17,290 New
CG
80
Caprock Group
Idaho
$96K – – –
Russell Investments Group
81
Russell Investments Group
United Kingdom
$94K -$2.15M -326,348 -96%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$91.4K +$75.2K +11,305 +464%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$90K -$3.93K -589 -4%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$85K -$63K -9,420 -43%
LWM
85
Liberty Wealth Management
California
$82K +$78.2K +11,783 +2,078%
WG
86
Winton Group
United Kingdom
$78K -$189K -28,586 -71%
QI
87
QS Investors
New York
$78K – – –
Rafferty Asset Management
88
Rafferty Asset Management
New York
$78K +$11K +1,652 +16%
Citigroup
89
Citigroup
New York
$75K -$83.6K -12,443 -53%
Stifel Financial
90
Stifel Financial
Missouri
$73K +$73K +10,880 New
AIA
91
AIMZ Investment Advisors
California
$71K – – –
MLICM
92
Metropolitan Life Insurance Company (MetLife)
New York
$70.4K -$47.3K -7,105 -40%
CCP
93
Corient Capital Partners
California
$69K +$69K +10,362 New
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$68K -$605K -90,663 -90%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$68K +$537 +81 +0.8%
OWA
96
One Wealth Advisors
California
$67K – – –
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$63K – – –
Osaic Holdings
98
Osaic Holdings
Arizona
$52K +$191 +29 +0.4%
PAM
99
Panagora Asset Management
Massachusetts
$45K – – –
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$45K +$45K +6,800 New
2 3
4
5 6