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Heritage Commerce

154 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
51
Reduced
51
Closed
13
Calls
$56K
Puts
$1K
Net Calls
+$55K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Shares
Change %
AB
126
Amalgamated Bank
New York
$99K +$2.32K +178 +2%
PP
127
PFS Partners
New Jersey
$62.7K
AIP
128
Ameritas Investment Partners
Nebraska
$60.2K
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$48K
NW
130
Naviter Wealth
Arkansas
$44.2K +$44.2K +16,696 New
Dimensional Fund Advisors
131
Dimensional Fund Advisors
Texas
$39.2K +$970 +74,657 +3%
QCG
132
Quadrant Capital Group
Ohio
$35.2K -$17.4K -1,339 -33%
QT
133
Quantbot Technologies
New York
$30.5K +$30.5K +2,349 New
Citigroup
134
Citigroup
New York
$28.7K -$7.96K -612 -22%
TWP
135
TFO Wealth Partners
Ohio
$24.9K +$24.9K +142 New
S
136
SignatureFD
Georgia
$24.6K +$3.3K +254 +15%
US Bancorp
137
US Bancorp
Minnesota
$15.1K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$14.8K
Allspring Global Investments
139
Allspring Global Investments
North Carolina
$14.7K -$325 -25 -2%
LC
140
Lindbrook Capital
California
$14.2K +$8.54K +657 +150%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$13.9K +$13.9K +1,071 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$11.8K -$7.32K -563 -38%
BBHC
143
Brown Brothers Harriman & Co
New York
$10.5K
TRCT
144
Tower Research Capital (TRC)
New York
$10K -$191K -15,277 -95%
SN
145
Sittner & Nelson
Oregon
$9.63K
QL
146
Quarry LP
New York
$8.88K +$8.88K +683 New
NC
147
NewSquare Capital
Pennsylvania
$3.84K +$3.84K +295 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$3K
AF
149
Allworth Financial
California
$2.55K +$962 +74 +61%
GWS
150
Glassman Wealth Services
Virginia
$1.14K