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Heritage Commerce
HTBK

Overview Fund Activity

161 hedge funds and large institutions have $464M invested in Heritage Commerce in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+7
Holders Change %
+4.55%
% of All Funds
2.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
59
Reduced
48
Closed
18
Calls
$5K
Puts
$4K
Net Calls
+$1K
Net Calls Change
-$1K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.1M
2
ACM
2
Ategra Capital Management
Virginia
$8.38M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.6M
5
American Century Companies
5
American Century Companies
Missouri
$10.8M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$35.9M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$2.89M
3
KCM
3
Kennedy Capital Management
Missouri
$5.78M
4
Boston Partners
4
Boston Partners
Massachusetts
$15.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$366K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
126
Osborne Partners Capital Management
California
$105K – – –
NAM
127
NorthCrest Asset Manangement
Minnesota
$99.7K +$99.7K +10,093 New
OWA
128
One Wealth Advisors
California
$99.2K +$99.2K +10,045 New
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$89.5K – – –
Fidelity Investments
130
Fidelity Investments
Massachusetts
$77.4K +$39.4K +3,987 +104%
NC
131
nVerses Capital
Florida
$73.1K +$73.1K +7,400 New
AIP
132
Ameritas Investment Partners
Nebraska
$57.7K – – –
S
133
SignatureFD
Georgia
$51.4K – – –
PP
134
PFS Partners
New Jersey
$47.7K – – –
PFBT
135
Parkside Financial Bank & Trust
Missouri
$31.5K +$1.19K +120 +4%
GI
136
GAMMA Investing
California
$24K +$5.22K +528 +28%
RTC
137
Riverview Trust Company
Washington
$21.8K +$21.8K +2,203 New
US Bancorp
138
US Bancorp
Minnesota
$20.8K – – –
SAM
139
Smartleaf Asset Management
Massachusetts
$20.7K +$14.3K +1,478 +222%
AB
140
Amalgamated Bank
New York
$20K – – –
LC
141
Lindbrook Capital
California
$15.3K -$1.18K -119 -7%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$13.3K +$1.72K +174 +15%
MAM
143
Meeder Asset Management
Ohio
$13K +$13K +1,319 New
AAP
144
Arax Advisory Partners
Colorado
$11.4K – – –
Russell Investments Group
145
Russell Investments Group
United Kingdom
$9.38K +$1.48K +150 +19%
CPA
146
Capital Performance Advisors
California
$7.63K +$7.63K +772 New
Osaic Holdings
147
Osaic Holdings
Arizona
$6.38K -$137K -13,850 -96%
AF
148
Allworth Financial
California
$5.25K +$1.72K +174 +49%
QL
149
Quarry LP
New York
$4.7K +$4.7K +476 New
HNB
150
Huntington National Bank
Ohio
$4.24K +$267 +27 +7%
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6
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