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Heritage Commerce
HTBK

Overview Fund Activity

131 hedge funds and large institutions have $537M invested in Heritage Commerce in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 19 closing their positions.

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
23
Closed
19
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.99M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$36M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$10.6M
4
FCM
4
FJ Capital Management
Virginia
$9.38M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$7.83M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$378K
2
Morgan Stanley
2
Morgan Stanley
New York
$2.07M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.93M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$8.72M
5
KCM
5
Kennedy Capital Management
Missouri
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$207K +$207K +16,148 New
MPW
102
Monterey Private Wealth
California
$201K +$201K +15,666 New
PCM
103
Palouse Capital Management
Washington
$197K -$61.8K -4,822 -24%
CG
104
Caprock Group
Idaho
$184K – – –
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$183K -$499K -38,825 -73%
ECM
106
ExodusPoint Capital Management
New York
$174K +$174K +13,540 New
SRAM
107
Stone Ridge Asset Management
New York
$164K – – –
MSR
108
Main Street Research
Connecticut
$158K +$158K +12,350 New
AIA
109
AIMZ Investment Advisors
California
$136K – – –
OIA
110
OneDigital Investment Advisors
Kansas
$130K +$1.23K +96 +1%
OWA
111
One Wealth Advisors
California
$129K – – –
Legal & General Group
112
Legal & General Group
United Kingdom
$119K +$13.2K +1,030 +12%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$119K +$53.4K +4,165 +82%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$104K +$10.4K +804 +11%
PAM
115
Panagora Asset Management
Massachusetts
$87K -$681K -53,144 -89%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$82.2K -$398 -31 -0.5%
AIM
117
Aigen Investment Management
New York
$81K +$81K +6,296 New
AG
118
Advisor Group
Arizona
$61K – – –
Canada Life
119
Canada Life
Manitoba, Canada
$61K +$61K +4,774 New
AIP
120
Ameritas Investment Partners
Nebraska
$60K +$19.5K +1,526 +48%
RA
121
Royce & Associates
New York
$47K -$2.67K -206 -5%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$38K – – –
GAM
123
Gemmer Asset Management
California
$23K – – –
FGAM
124
Financial Gravity Asset Management
Texas
$13K – – –
Federated Hermes
125
Federated Hermes
Pennsylvania
$12K -$804 -65 -6%
2 3 4
5
6