Heritage Commerce
HTBK
HTBK
186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2% more capital invested
Capital invested by funds: $440M → $449M (+$9.88M)
0.41% more ownership
Funds ownership: 76.45% → 76.86% (+0.41%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
186
Holding in Top 10
–
Calls
$20K
Puts
$7K
Top Buyers
| 1 | +$14.2M | |
| 2 | +$5.22M | |
| 3 | +$5M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.91M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.34M |
Top Sellers
| 1 | -$6.44M | |
| 2 | -$4.56M | |
| 3 | -$4.38M | |
| 4 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$3.46M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.52M |