HTBK icon

Heritage Commerce

119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
43
Reduced
33
Closed
16
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
76
SG Americas Securities
New York
$145K +$145K +16,383 New
Citigroup
77
Citigroup
New York
$134K +$34.8K +3,921 +35%
OCM
78
Osterweis Capital Management
California
$133K +$133K +15,021 New
CG
79
Caprock Group
Idaho
$127K
MIM
80
MetLife Investment Management
New Jersey
$115K -$103K -11,569 -47%
ProShare Advisors
81
ProShare Advisors
Maryland
$114K +$114K +12,883 New
CCP
82
Corient Capital Partners
California
$108K +$15.9K +1,786 +17%
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$107K +$13.3K +1,498 +14%
LWM
84
Liberty Wealth Management
California
$107K +$371 +43 +0.3%
APA
85
American Portfolios Advisors
New York
$107K +$107K +12,011 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$106K -$7.12K -800 -6%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$105K +$13.6K +1,522 +15%
QI
88
QS Investors
New York
$103K
FPCP
89
Fort Point Capital Partners
California
$102K -$493K -55,522 -83%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$98.8K -$23.1K -2,603 -19%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$95K +$95K +10,735 New
AIA
92
AIMZ Investment Advisors
California
$94K
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$90K +$29.4K +3,300 +49%
OWA
94
One Wealth Advisors
California
$89K
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$84K
Osaic Holdings
96
Osaic Holdings
Arizona
$67K -$1.94K -223 -3%
Legal & General Group
97
Legal & General Group
United Kingdom
$51K -$4.39K -500 -8%
Canada Life
98
Canada Life
Manitoba, Canada
$45K +$5.81K +651 +15%
AIP
99
Ameritas Investment Partners
Nebraska
$42K
QCG
100
Quadrant Capital Group
Ohio
$32K +$1.13K +126 +4%