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Heritage Commerce

151 hedge funds and large institutions have $369M invested in Heritage Commerce in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-16
Holders Change %
-9.58%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
65
Reduced
47
Closed
33
Calls
$35K
Puts
$27K
Net Calls
+$8K
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
126
One Wealth Advisors
California
$83.2K
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$78.5K
AB
128
Amalgamated Bank
New York
$48K -$2.18K -262 -4%
S
129
SignatureFD
Georgia
$42.6K +$31.3K +3,786 +280%
PP
130
PFS Partners
New Jersey
$39.9K
AIP
131
Ameritas Investment Partners
Nebraska
$38.9K
Canada Life
132
Canada Life
Manitoba, Canada
$32K -$42.5K -5,127 -57%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$26.8K +$5.85K +707 +28%
Lazard Asset Management
134
Lazard Asset Management
New York
$22K
LC
135
Lindbrook Capital
California
$18.8K +$17.7K +2,134 +1,524%
US Bancorp
136
US Bancorp
Minnesota
$17.1K +$7.46K +901 +78%
QL
137
Quarry LP
New York
$15.2K -$57.9K -6,994 -79%
TRCT
138
Tower Research Capital (TRC)
New York
$13.4K -$6.12K -739 -31%
QT
139
Quantbot Technologies
New York
$10.2K -$184K -22,234 -95%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$9.92K +$298 +36 +3%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$9.41K
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K -$57.4K -6,700 -86%
Bessemer Group
143
Bessemer Group
New Jersey
$9K +$9K +1,114 New
Fidelity Investments
144
Fidelity Investments
Massachusetts
$7.78K -$4.68K -565 -38%
GCM
145
Gladius Capital Management
Illinois
$6.67K +$6.67K +805 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.58K +727 +1,322%
AF
147
Allworth Financial
California
$4.14K +$4.14K +500 New
NC
148
NewSquare Capital
Pennsylvania
$2.44K
GWS
149
Glassman Wealth Services
Virginia
$1.15K +$422 +51 +58%
C
150
Covestor
United Kingdom
$1K +$766 +105 +328%