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Heritage Commerce
HTBK

Overview Fund Activity

154 hedge funds and large institutions have $417M invested in Heritage Commerce in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-15
Holders Change %
-8.88%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
79
Reduced
42
Closed
30
Calls
$7K
Puts
$5K
Net Calls
+$2K
Net Calls Change
-$241K

Top Buyers

1
FCM
1
FJ Capital Management
Virginia
$52.1M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$8.91M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$8.69M
5
AI
5
Atom Investors
Texas
$2.5M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
SCA
2
Stieven Capital Advisors
Missouri
$0
3
GCP
3
GSA Capital Partners
United Kingdom
$743K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
BFC
5
Banc Funds Company
Illinois
$3.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$89.4K +$89.4K +10,273 New
Canada Life
127
Canada Life
Manitoba, Canada
$88K -$461 -53 -0.5%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$86K +$51.3K +5,929 +148%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$78.8K -$157 -18 -0.2%
AIP
130
Ameritas Investment Partners
Nebraska
$50.9K – – –
S
131
SignatureFD
Georgia
$45.3K -$1.5K -172 -3%
PP
132
PFS Partners
New Jersey
$42K – – –
QT
133
Quantbot Technologies
New York
$39.1K -$55K -6,317 -58%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$33.4K +$9.12K +1,048 +37%
PFBT
135
Parkside Financial Bank & Trust
Missouri
$26.7K +$922 +106 +4%
IC
136
Innealta Capital
Texas
$23.6K +$23.6K +2,718 New
US Bancorp
137
US Bancorp
Minnesota
$18.3K +$1.52K +175 +9%
AB
138
Amalgamated Bank
New York
$18K – – –
GI
139
GAMMA Investing
California
$16.6K -$1.9K -218 -10%
LC
140
Lindbrook Capital
California
$14.5K -$3.52K -404 -19%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$10.2K +$96 +11 +0.9%
AAP
142
Arax Advisory Partners
Colorado
$10.1K +$10.1K +1,157 New
Russell Investments Group
143
Russell Investments Group
United Kingdom
$6.95K +$4.49K +516 +182%
SAM
144
Smartleaf Asset Management
Massachusetts
$5.47K +$5.47K +666 New
AF
145
Allworth Financial
California
$3.6K +$242 +24 +7%
HNB
146
Huntington National Bank
Ohio
$3.5K – – –
NC
147
NewSquare Capital
Pennsylvania
$2.57K – – –
Federated Hermes
148
Federated Hermes
Pennsylvania
$1.4K -$26.6K -3,054 -95%
Comerica Bank
149
Comerica Bank
Texas
$1.09K – – –
C
150
Covestor
United Kingdom
$1K +$647 +97 +183%
4 5
6
7 8