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Heritage Commerce
HTBK

Overview Fund Activity

144 hedge funds and large institutions have $503M invested in Heritage Commerce in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
50
Reduced
46
Closed
12
Calls
$20K
Puts
$2K
Net Calls
+$18K
Net Calls Change
+$2K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$3.58M
2
SCA
2
Stieven Capital Advisors
Missouri
$9.67M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$13M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$1.75M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.27M
2
BFC
2
Banc Funds Company
Illinois
$8.13M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
BCM
4
BHZ Capital Management
California
$1.32M
5
FCM
5
FJ Capital Management
Virginia
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
151
Beacon Pointe Advisors
California
– -$111K -10,365 Closed
Rafferty Asset Management
152
Rafferty Asset Management
New York
– -$109K -10,233 Closed
SOW
153
State of Wyoming
Wyoming
– -$35K -3,297 Closed
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
– -$17K -1,547 Closed
ACM
155
Aquatic Capital Management
Illinois
– -$1K -100 Closed
3 4 5 6
7