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Heritage Commerce
HTBK

Overview Fund Activity

118 hedge funds and large institutions have $315M invested in Heritage Commerce in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
40
Closed
11
Calls
–
Puts
$15K
Net Calls
-$15K
Net Calls Change
+$83K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$2.26M
2
BlackRock
2
BlackRock
New York
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$2.55M
4
BFC
4
Banc Funds Company
Illinois
$2.05M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$9.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$756K
2
WHG
2
Westwood Holdings Group
Texas
$5.78M
3
FCM
3
FJ Capital Management
Virginia
$2.56M
4
SNB
4
Security National Bank
Nebraska
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$71K +$29.7K +3,970 +72%
Legal & General Group
102
Legal & General Group
United Kingdom
$62K -$1.3K -174 -2%
Osaic Holdings
103
Osaic Holdings
Arizona
$60K -$44.3K -5,815 -42%
TRCT
104
Tower Research Capital (TRC)
New York
$56K +$56K +7,472 New
PAM
105
Panagora Asset Management
Massachusetts
$51K – – –
Canada Life
106
Canada Life
Manitoba, Canada
$41K +$128 +17 +0.3%
AIP
107
Ameritas Investment Partners
Nebraska
$35K – – –
MAM
108
Meeder Asset Management
Ohio
$33K +$25.1K +3,253 +319%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$18.3K -$110K -14,633 -86%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$15K – – –
GAM
111
Gemmer Asset Management
California
$13K – – –
Macquarie Group
112
Macquarie Group
Australia
$6K +$6K +795 New
Simplex Trading
113
Simplex Trading
Illinois
$5K +$5K +676 New
LWM
114
Liberty Wealth Management
California
$4K +$71 +10 +2%
S
115
SignatureFD
Georgia
$2K -$181 -29 -8%
QCG
116
Quadrant Capital Group
Ohio
$1K +$200 +14 +25%
US Bancorp
117
US Bancorp
Minnesota
$1K +$1K +120 New
SNB
118
Security National Bank
Nebraska
– -$2.02M -263,195 Closed
MERSOM
119
Municipal Employees' Retirement System of Michigan
Michigan
– -$341K -44,480 Closed
SFM
120
Systematic Financial Management
New Jersey
– -$208K -27,135 Closed
Allianz Asset Management
121
Allianz Asset Management
Germany
– -$186K -24,287 Closed
OR
122
Olympiad Research
Connecticut
– -$81K -10,593 Closed
AIM
123
Aigen Investment Management
New York
– -$11K -1,411 Closed
II
124
Inspire Investing
Idaho
– -$9K -1,200 Closed
Fidelity Investments
125
Fidelity Investments
Massachusetts
– -$5K -710 Closed
2 3 4
5
6