Heritage Commerce
HTBK
HTBK
186 hedge funds and large institutions have $478M invested in Heritage Commerce in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 89 increasing their positions, 44 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
0.51% more ownership
Funds ownership: 77.8% → 78.32% (+0.51%)
0% more capital invested
Capital invested by funds: $476M → $478M (+$2.06M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
186
Holding in Top 10
–
Calls
$742K
Puts
$580K
Top Buyers
| 1 | +$5.7M | |
| 2 | +$3.88M | |
| 3 | +$3.29M | |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.25M |
| 5 |
BlackRock
New York
|
+$2.84M |
Top Sellers
| 1 | -$23.3M | |
| 2 | -$12.6M | |
| 3 | -$3.74M | |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1,000K |
| 5 |
UBS AM
Chicago,
Illinois
|
-$997K |
