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Heritage Commerce
HTBK

Overview Fund Activity

154 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
51
Reduced
51
Closed
13
Calls
$56K
Puts
$1K
Net Calls
+$55K
Net Calls Change
+$37K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$11.7M
2
KCM
2
Kennedy Capital Management
Missouri
$6.35M
3
BlackRock
3
BlackRock
New York
$64.7M
4
Millennium Management
4
Millennium Management
New York
$2.83M
5
American Century Companies
5
American Century Companies
Missouri
$2.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.49M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.33M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.1M
5
BFC
5
Banc Funds Company
Illinois
$7.19M
Name Market Value Shares Shares
Change 		Shares
Change %
HF
76
HRT Financial
New York
$448K 34,462 +34,462 New
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$416K 32,024 -44,209 -58%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$410K 31,532 +4,667 +17%
MIM
79
MetLife Investment Management
New Jersey
$407K 31,323 – –
GIM
80
Guardian Investment Management
California
$383K 29,465 – –
AIG
81
American International Group
New York
$361K 27,795 -100 -0.4%
Truist Financial
82
Truist Financial
North Carolina
$348K 26,784 -916 -3%
JPMPWA
83
J.P. Morgan Private Wealth Advisors
California
$348K 26,764 +26,764 New
Deutsche Bank
84
Deutsche Bank
Germany
$341K 26,251 +2,459 +10%
VOYA Investment Management
85
VOYA Investment Management
Georgia
$339K 26,054 – –
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$330K 25,369 +1,120 +5%
Jacobs Levy Equity Management
87
Jacobs Levy Equity Management
New Jersey
$303K 23,280 -1,759 -7%
WWP
88
Waypoint Wealth Partners
California
$296K 22,801 – –
JF
89
Jump Financial
Illinois
$296K 22,800 +22,800 New
Legal & General Group
90
Legal & General Group
United Kingdom
$290K 22,305 – –
SW
91
SVB Wealth
Massachusetts
$289K 22,215 -49,989 -69%
CCIA
92
Campbell & Co Investment Adviser
Maryland
$276K 21,269 -4,406 -17%
LNC
93
Lincoln National Corp
Pennsylvania
$272K 20,896 +183 +0.9%
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
$271K 20,846 -316 -1%
QC
95
Quadrature Capital
United Kingdom
$253K 19,471 +19,471 New
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$252K 19,360 -17,316 -47%
Jane Street
97
Jane Street
New York
$246K 18,918 +7,160 +61%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$241K 18,527 +83 +0.5%
SNB
99
Security National Bank
Nebraska
$238K 18,316 +2,516 +16%
HWAM
100
Hennion & Walsh Asset Management
New Jersey
$238K 18,302 -547 -3%
2 3
4
5 6