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Heritage Commerce
HTBK

Overview Fund Activity

120 hedge funds and large institutions have $520M invested in Heritage Commerce in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
45
Reduced
36
Closed
11
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
+$1.33M

Top Buyers

1
BlackRock
1
BlackRock
New York
$69.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$37.9M
3
FCM
3
FJ Capital Management
Virginia
$8.49M
4
SCA
4
Stieven Capital Advisors
Missouri
$6.63M
5
State Street
5
State Street
Massachusetts
$21.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.55M
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.98M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.84M
5
Deutsche Bank
5
Deutsche Bank
Germany
$585K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
– -$195K -22,034 Closed
QI
127
QS Investors
New York
– -$103K -11,609 Closed
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$26K -2,962 Closed
PWPS
129
Pinnacle Wealth Planning Services
Ohio
– -$7K -806 Closed
ABC
130
Associated Banc-Corp
Wisconsin
– -$4K -443 Closed
2 3 4 5
6