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Heritage Commerce

151 hedge funds and large institutions have $369M invested in Heritage Commerce in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-16
Holders Change %
-9.58%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
65
Reduced
47
Closed
33
Calls
$35K
Puts
$27K
Net Calls
+$8K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
101
Raymond James & Associates
Florida
$172K +$33K +3,990 +24%
GCM
102
Graham Capital Management
Connecticut
$168K -$787K -95,037 -82%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$154K -$837K -100,864 -84%
ASRS
104
Arizona State Retirement System
Arizona
$142K -$3.93K -474 -3%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$139K -$267K -32,296 -66%
Creative Planning
106
Creative Planning
Kansas
$137K +$29.9K +3,608 +28%
SG Americas Securities
107
SG Americas Securities
New York
$130K -$56.6K -6,823 -30%
Citadel Advisors
108
Citadel Advisors
Florida
$129K -$1.16M -139,521 -90%
LNC
109
Lincoln National Corp
Pennsylvania
$129K -$35.8K -4,322 -22%
QCG
110
Quadrant Capital Group
Ohio
$125K +$92.8K +11,205 +291%
Osaic Holdings
111
Osaic Holdings
Arizona
$124K -$182 -22 -0.1%
BSW
112
Buckingham Strategic Wealth
Missouri
$124K +$124K +15,000 New
CG
113
Caprock Group
Idaho
$120K
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$110K -$312K -37,689 -74%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$108K -$737K -89,057 -87%
QC
116
Quadrature Capital
United Kingdom
$108K -$142K -17,102 -57%
Corient Private Wealth
117
Corient Private Wealth
Florida
$99.1K -$40.7K -4,912 -29%
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$99K -$1.31M -157,496 -93%
PA
119
Parallel Advisors
California
$97.5K +$1.66K +201 +2%
FPCP
120
Fort Point Capital Partners
California
$95.1K
LWM
121
Liberty Wealth Management
California
$94.4K +$8 +1 +0%
DC
122
Diametric Capital
Massachusetts
$89.5K +$89.5K +10,809 New
DT
123
Diversified Trust
Tennessee
$88.2K +$3.15K +380 +4%
OPCM
124
Osborne Partners Capital Management
California
$87.8K -$4.14K -500 -5%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$85.7K -$7.57K -914 -8%