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Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$36.1M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
4
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$10.2M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
76
Jump Financial
Illinois
$493K +$112K +11,800 +30%
GCM
77
Graham Capital Management
Connecticut
$476K +$476K +49,948 New
WTC
78
WhitTier Trust Company
Nevada
$463K – – –
HWAM
79
Hennion & Walsh Asset Management
New Jersey
$456K +$105K +11,016 +30%
GCP
80
GSA Capital Partners
United Kingdom
$450K -$173K -18,188 -28%
Deutsche Bank
81
Deutsche Bank
Germany
$447K -$132K -13,873 -23%
IIM
82
INTECH Investment Management
Florida
$446K +$143K +15,017 +47%
D.E. Shaw & Co
83
D.E. Shaw & Co
New York
$437K +$437K +45,899 New
OQS
84
Occudo Quantitative Strategies
Florida
$437K +$146K +15,285 +50%
N
85
Numerai
California
$421K +$421K +44,252 New
ECM
86
ExodusPoint Capital Management
New York
$381K -$909K -95,515 -70%
TI
87
Trexquant Investment
Connecticut
$375K -$523K -54,903 -58%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$371K +$371K +38,831 New
Mariner
89
Mariner
Kansas
$370K +$20.4K +2,148 +6%
YIH
90
Y-Intercept (HK)
Hong Kong
$367K +$267K +28,069 +267%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$361K – – –
First Trust Advisors
92
First Trust Advisors
Illinois
$360K -$5.4K -567 -1%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$338K +$733 +77 +0.2%
Mirae Asset Global ETFs Holdings
94
Mirae Asset Global ETFs Holdings
Hong Kong
$337K +$14.1K +1,482 +4%
Allianz Asset Management
95
Allianz Asset Management
Germany
$330K +$36.2K +3,800 +12%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$327K -$103K -10,827 -24%
Man Group
97
Man Group
United Kingdom
$321K +$321K +33,745 New
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
$316K +$316K +33,390 New
M1FG
99
Mach-1 Financial Group
Arkansas
$314K +$314K +32,933 New
Universal-Beteiligungs- und Servicegesellschaft
100
Universal-Beteiligungs- und Servicegesellschaft
Germany
$301K +$301K +31,589 New
2 3
4
5 6