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Heritage Commerce
HTBK

Overview Fund Activity

119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
33
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$61.6M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.19M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.13M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.62M
2
MOACM
2
Mutual of America Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$423K
4
Millennium Management
4
Millennium Management
New York
$1.49M
5
FL
5
Fourthstone LLC
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$63.4K -7,221 -71%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$20K +$2.68K +306 +15%
GAM
103
Gemmer Asset Management
California
$16K – – –
S
104
SignatureFD
Georgia
$13K – – –
BEI
105
Benjamin Edwards Inc
Missouri
$13K +$13K +1,499 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$10K – – –
SN
107
Sittner & Nelson
Oregon
$10K +$10K +1,109 New
US Bancorp
108
US Bancorp
Minnesota
$9K – – –
EI
109
Ellevest Inc
New York
$8K +$8K +917 New
Macquarie Group
110
Macquarie Group
Australia
$7K – – –
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$7K +$7K +806 New
PA
112
Parallel Advisors
California
$4K – – –
ABC
113
Associated Banc-Corp
Wisconsin
$4K – – –
NSIM
114
North Star Investment Management
Illinois
$3K -$567K -66,900 -99%
BCA
115
Berman Capital Advisors
Georgia
$3K +$8 +1 +0.3%
AIG
116
American International Group
New York
$1.12K +$812 +91,510 +263%
GWS
117
Glassman Wealth Services
Virginia
$1K – – –
LC
118
Lindbrook Capital
California
$1K +$1K +137 New
MOACM
119
Mutual of America Capital Management
New York
– -$1.61M -241,784 Closed
FL
120
Fourthstone LLC
Missouri
– -$1.27M -191,100 Closed
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
– -$317K -47,595 Closed
AQR Capital Management
122
AQR Capital Management
Connecticut
– -$204K -30,579 Closed
HF
123
HRT Financial
New York
– -$199K -29,978 Closed
BOS
124
Bingham Osborn & Scarborough
California
– -$170K -25,603 Closed
WCM
125
Weld Capital Management
New York
– -$167K -25,148 Closed
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5
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