HTBK icon

Heritage Commerce

120 hedge funds and large institutions have $520M invested in Heritage Commerce in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
45
Reduced
36
Closed
11
Calls
$1.34M
Puts
Net Calls
+$1.34M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$53K -$170K -13,994 -76%
BEI
102
Benjamin Edwards Inc
Missouri
$48K +$29.7K +2,427 +162%
QCG
103
Quadrant Capital Group
Ohio
$43K -$576 -47 -1%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$24K -$3.72K -306 -13%
S
105
SignatureFD
Georgia
$17K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$14K
US Bancorp
107
US Bancorp
Minnesota
$14K +$1.43K +120 +11%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$14K +$14K +1,179 New
EI
109
Ellevest Inc
New York
$11K
SN
110
Sittner & Nelson
Oregon
$9K -$4.47K -368 -33%
PA
111
Parallel Advisors
California
$8K +$2.8K +227 +54%
Macquarie Group
112
Macquarie Group
Australia
$7K -$3.33K -256 -32%
NSIM
113
North Star Investment Management
Illinois
$4K
BCA
114
Berman Capital Advisors
Georgia
$3K -$413 -45 -12%
LC
115
Lindbrook Capital
California
$2K +$650 +66 +48%
AIG
116
American International Group
New York
$1.41K -$131 -10,745 -9%
GWS
117
Glassman Wealth Services
Virginia
$1K
HI
118
Harbour Investments
Wisconsin
$1K +$1K +87 New
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$123
FGAM
120
Financial Gravity Asset Management
Texas
$19 +$19 +2 New
Ameriprise
121
Ameriprise
Minnesota
-$7.13M -803,115 Closed
Millennium Management
122
Millennium Management
New York
-$1.49M -168,459 Closed
Arrowstreet Capital
123
Arrowstreet Capital
Massachusetts
-$705K -79,465 Closed
HSBC Holdings
124
HSBC Holdings
United Kingdom
-$408K -45,884 Closed
TI
125
Trexquant Investment
Connecticut
-$230K -25,914 Closed