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Heritage Commerce
HTBK

Overview Fund Activity

122 hedge funds and large institutions have $391M invested in Heritage Commerce in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
48
Closed
13
Calls
–
Puts
$303K
Net Calls
-$303K
Net Calls Change
+$1.11M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$7.43M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$13.8M
3
WHG
Westwood Holdings Group
Texas
$13.1M
4
TCIM
TIAA CREF Investment Management
New York
$3.6M
5
ROC
River Oaks Capital
Minnesota
$1.11M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.09M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$619K
4
Deutsche Bank
Deutsche Bank
Germany
$2.24M
5
KCM
Kennedy Capital Management
Missouri
$9.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
– -$195K -17,267 Closed
SCA
127
Stieven Capital Advisors
Missouri
– -$153K -13,501 Closed
TI
128
Trexquant Investment
Connecticut
– -$128K -11,305 Closed
IA
129
IFP Advisors
Florida
– -$110K -9,775 Closed
MAM
130
Meeder Asset Management
Ohio
– -$28K -2,482 Closed
RQS
131
Ramsey Quantitative Systems
Kentucky
– -$26K -2,296 Closed
MNBTD
132
Moody National Bank Trust Division
Texas
– -$8K -688 Closed
TRCT
133
Tower Research Capital (TRC)
New York
– -$3K -276 Closed
2 3 4 5
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