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Heritage Commerce

154 hedge funds and large institutions have $417M invested in Heritage Commerce in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 30 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 169154 (-15)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$15.3M
2 +$7.95M
3 +$5.94M
4
Goldman Sachs
Goldman Sachs
New York
+$3.51M
5
AI
Atom Investors
Texas
+$1.67M

Top Sellers

1 -$6.43M
2 -$6.41M
3 -$1.56M
4
Morgan Stanley
Morgan Stanley
New York
-$1.31M
5
BFC
Banc Funds Company
Illinois
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$322K
77
$304K
78
$295K
79
$282K
80
$279K
81
$274K
82
$274K
83
$262K
84
$255K
85
$255K
86
$237K
87
$236K
88
$235K
89
$228K
90
$210K
91
$207K
92
$197K
93
$196K
94
$192K
95
$176K
96
$175K
97
$172K
98
$165K
99
$163K
100
$163K