HTBK icon

Heritage Commerce
HTBK

Overview Fund Activity

177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
72
Reduced
46
Closed
13
Calls
$36K
Puts
$5K
Net Calls
+$31K
Net Calls Change
+$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
Millennium Management
2
Millennium Management
New York
$1.88M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.96M
5
State Street
5
State Street
Massachusetts
$19.9M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$28.5M
2
ACM
2
Ategra Capital Management
Virginia
$3.46M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
101
Savant Capital
Illinois
$232K +$2.31K +246 +1%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$232K +$79.5K +8,474 +52%
ACM
103
Aquatic Capital Management
Illinois
$221K +$221K +23,525 New
Squarepoint
104
Squarepoint
New York
$217K +$217K +23,082 New
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$212K +$30.3K +3,234 +17%
ST
106
Sentinel Trust
Texas
$211K – – –
PP
107
PDT Partners
New York
$210K +$210K +22,383 New
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$209K +$209K +22,321 New
VOYA Investment Management
109
VOYA Investment Management
Georgia
$202K -$12.9K -1,370 -6%
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
$183K -$1.59M -169,189 -90%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$182K +$108K +11,548 +147%
DT
112
Diversified Trust
Tennessee
$176K – – –
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$174K – – –
Connor, Clark & Lunn Investment Management (CC&L)
114
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$165K +$165K +17,596 New
Prudential Financial
115
Prudential Financial
New Jersey
$161K -$181K -19,300 -53%
PCM
116
Princeton Capital Management
New Jersey
$160K +$18.8K +2,000 +13%
ASRS
117
Arizona State Retirement System
Arizona
$158K +$1.19K +127 +0.8%
ProShare Advisors
118
ProShare Advisors
Maryland
$157K +$51.8K +5,523 +49%
AIM
119
Aigen Investment Management
New York
$149K +$25.9K +2,764 +21%
PFSRSONJ
120
Police & Firemen's Retirement System of New Jersey
New Jersey
$138K +$138K +14,668 New
CG
121
Caprock Group
Idaho
$136K +$356 +38 +0.3%
TRCT
122
Tower Research Capital (TRC)
New York
$136K +$34.5K +3,682 +34%
Stifel Financial
123
Stifel Financial
Missouri
$131K +$131K +13,932 New
BHCM
124
Brevan Howard Capital Management
Jersey
$130K +$130K +13,910 New
QCG
125
Quadrant Capital Group
Ohio
$130K -$39.9K -4,249 -24%
3 4
5
6 7