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Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$36.1M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
4
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$10.2M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
101
Dynamic Technology Lab
Singapore
$300K -$188K -19,696 -38%
MIM
102
MetLife Investment Management
New Jersey
$296K -$71.7K -7,530 -19%
HF
103
HRT Financial
New York
$296K -$291K -30,601 -50%
ECM
104
Evergreen Capital Management
Washington
$282K +$2.69K +282 +1%
CF
105
Corebridge Financial
Texas
$278K -$4.11K -432 -1%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$262K +$49.6K +5,207 +23%
LPL Financial
107
LPL Financial
California
$262K -$34.4K -3,611 -12%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$259K – – –
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$250K +$34.1K +3,574 +16%
QCG
110
Quadrant Capital Group
Ohio
$244K +$113K +11,834 +86%
SC
111
Savant Capital
Illinois
$233K -$2.5K -263 -1%
SCM
112
Semanteon Capital Management
Massachusetts
$232K +$232K +24,406 New
ST
113
Sentinel Trust
Texas
$214K – – –
Fidelity Investments
114
Fidelity Investments
Massachusetts
$197K +$12.2K +1,279 +7%
PCM
115
Princeton Capital Management
New Jersey
$191K +$28.6K +3,000 +18%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$184K -$20.7K -2,176 -10%
DT
117
Diversified Trust
Tennessee
$180K +$1.53K +161 +0.9%
Point72 Asset Management
118
Point72 Asset Management
Connecticut
$175K -$81.9K -8,599 -32%
CC
119
Centiva Capital
New York
$173K +$173K +18,157 New
Prudential Financial
120
Prudential Financial
New Jersey
$160K -$4.09K -430 -3%
ASRS
121
Arizona State Retirement System
Arizona
$159K -$1.85K -194 -1%
SG Americas Securities
122
SG Americas Securities
New York
$158K -$278K -29,162 -64%
QCM
123
Quantinno Capital Management
New York
$156K +$50.4K +5,295 +48%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$151K -$25.7K -2,700 -15%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$147K -$146K -15,364 -50%
3 4
5
6 7