HTBK icon

Heritage Commerce
HTBK

Overview Fund Activity

177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
72
Reduced
46
Closed
13
Calls
$36K
Puts
$5K
Net Calls
+$31K
Net Calls Change
+$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
Millennium Management
2
Millennium Management
New York
$1.88M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.96M
5
State Street
5
State Street
Massachusetts
$19.9M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$28.5M
2
ACM
2
Ategra Capital Management
Virginia
$3.46M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
76
Dynamic Technology Lab
Singapore
$480K +$213K +22,713 +80%
SFI
77
Susquehanna Fundamental Investments
Pennsylvania
$479K +$479K +51,022 New
WTC
78
WhitTier Trust Company
Nevada
$456K -$39.4K -4,200 -8%
Franklin Resources
79
Franklin Resources
California
$435K +$2.93K +312 +0.7%
SG Americas Securities
80
SG Americas Securities
New York
$429K +$24K +2,558 +6%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$424K +$424K +45,220 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$401K +$104K +11,089 +35%
JF
83
Jump Financial
Illinois
$375K +$375K +40,000 New
MIM
84
MetLife Investment Management
New Jersey
$363K +$44.2K +4,709 +14%
First Trust Advisors
85
First Trust Advisors
Illinois
$360K +$12.2K +1,297 +3%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$356K -$28.9K -3,075 -8%
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$346K +$79.5K +8,472 +30%
Mariner
88
Mariner
Kansas
$344K +$30.4K +3,240 +10%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$333K +$170K +18,160 +105%
Mirae Asset Global ETFs Holdings
90
Mirae Asset Global ETFs Holdings
Hong Kong
$318K +$10.5K +1,115 +3%
IIM
91
INTECH Investment Management
Florida
$299K +$188K +20,068 +170%
LPL Financial
92
LPL Financial
California
$292K -$356 -38 -0.1%
Allianz Asset Management
93
Allianz Asset Management
Germany
$290K -$75K -8,000 -21%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$289K +$81.9K +8,729 +40%
OQS
95
Occudo Quantitative Strategies
Florida
$286K +$85.8K +9,145 +43%
CF
96
Corebridge Financial
Texas
$278K -$21K -2,237 -7%
I
97
InceptionR
California
$277K +$156K +16,633 +128%
ECM
98
Evergreen Capital Management
Washington
$275K +$15.2K +1,622 +6%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$255K – – –
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$253K +$152K +16,180 +149%
2 3
4
5 6