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Heritage Commerce

120 hedge funds and large institutions have $520M invested in Heritage Commerce in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
45
Reduced
36
Closed
11
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
76
Waypoint Wealth Partners
California
$279K
PCM
77
Palouse Capital Management
Washington
$218K -$112K -9,157 -34%
ASRS
78
Arizona State Retirement System
Arizona
$213K +$1.19K +97 +0.6%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$197K +$49.9K +4,083 +34%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$196K +$196K +16,000 New
ProShare Advisors
81
ProShare Advisors
Maryland
$190K +$32.5K +2,658 +21%
OCM
82
Osterweis Capital Management
California
$184K
CG
83
Caprock Group
Idaho
$177K +$1.24K +101 +0.7%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$174K +$174K +14,267 New
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$169K +$24.8K +2,031 +17%
CCP
86
Corient Capital Partners
California
$150K +$1.33K +109 +0.9%
FPCP
87
Fort Point Capital Partners
California
$140K
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$136K -$10.1K -820 -7%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$131K
GAM
90
Gemmer Asset Management
California
$131K +$109K +8,892 +496%
AIA
91
AIMZ Investment Advisors
California
$130K
SG Americas Securities
92
SG Americas Securities
New York
$129K -$70.9K -5,812 -35%
OWA
93
One Wealth Advisors
California
$123K
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$116K
Legal & General Group
95
Legal & General Group
United Kingdom
$116K +$45.2K +3,713 +64%
LWM
96
Liberty Wealth Management
California
$107K
Osaic Holdings
97
Osaic Holdings
Arizona
$80K -$13K -1,072 -14%
EVM
98
Eaton Vance Management
Massachusetts
$67K +$67K +5,513 New
Canada Life
99
Canada Life
Manitoba, Canada
$62K +$476 +39 +0.8%
AIP
100
Ameritas Investment Partners
Nebraska
$57K