Heritage Commerce
HTBK
HTBK
151 hedge funds and large institutions have $369M invested in Heritage Commerce in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
10% less funds holding
Funds holding: 167 → 151 (-16)
48% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 33
Holders
151
Holding in Top 10
–
Calls
$35K
Puts
$27K
Top Buyers
| 1 | +$15.3M | |
| 2 | +$4.28M | |
| 3 | +$3.31M | |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$2.16M |
| 5 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$1.86M |
Top Sellers
| 1 | -$10.2M | |
| 2 | -$3.71M | |
| 3 | -$3.31M | |
| 4 |
Millennium Management
New York
|
-$3.16M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.76M |