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Heritage Commerce

177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.23% less ownership

Funds ownership: 76.68%76.45% (-0.23%)

5% less capital invested

Capital invested by funds: $464M → $440M (-$24.5M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
177
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$2.52M
2 +$1.88M
3 +$1.6M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.5M
5
State Street
State Street
Massachusetts
+$1.47M

Top Sellers

1 -$5.58M
2 -$4.49M
3 -$3.95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$129K
127
$125K
128
$124K
129
$123K
130
$118K
131
$118K
132
$107K
133
$104K
134
$103K
135
$101K
136
$99.4K
137
$98.8K
138
$97.1K
139
$95K
140
$95K
141
$94.2K
142
$85K
143
$77K
144
$54.8K
145
$48.8K
146
$45.2K
147
$32.6K
148
$30.5K
149
$30K
150
$29.6K