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Heritage Commerce
HTBK

Overview Fund Activity

154 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
51
Reduced
51
Closed
13
Calls
$56K
Puts
$1K
Net Calls
+$55K
Net Calls Change
+$37K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$11.7M
2
KCM
2
Kennedy Capital Management
Missouri
$6.35M
3
BlackRock
3
BlackRock
New York
$64.7M
4
Millennium Management
4
Millennium Management
New York
$2.83M
5
American Century Companies
5
American Century Companies
Missouri
$2.53M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.49M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$3.33M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.1M
5
BFC
5
Banc Funds Company
Illinois
$7.19M
Name Market Value Shares Shares
Change 		Shares
Change %
JC
151
JCSD Capital
California
$650 50 -88,679 -100%
FFA
152
Farther Finance Advisors
California
$234 18 +18 New
MHR
153
Matthew Hamilton Rosenberg
$156 12 +12 New
SCP
154
Siena Capital Partners
Illinois
– – -331,365 Closed
BCM
155
BHZ Capital Management
California
– – -116,357 Closed
CIC
156
Cornercap Investment Counsel
Georgia
– – -42,844 Closed
OQS
157
Occudo Quantitative Strategies
Florida
– – -21,254 Closed
SSA
158
Schonfeld Strategic Advisors
New York
– – -15,400 Closed
PP
159
PDT Partners
New York
– – -11,968 Closed
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
– – -11,266 Closed
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
– – -10,995 Closed
SFI
162
Susquehanna Fundamental Investments
Pennsylvania
– – -10,106 Closed
PHK
163
Point72 Hong Kong
Hong Kong
– – -1,251 Closed
WT
164
Whittier Trust
California
– – -356 Closed
Bessemer Group
165
Bessemer Group
New Jersey
– – -301 Closed
IA
166
IFP Advisors
Florida
– – -37 Closed
BWM
167
Baystate Wealth Management
Massachusetts
– – – –
Group One Trading
168
Group One Trading
Illinois
– – – –
Simplex Trading
169
Simplex Trading
Illinois
– – – –
CFGS
170
Concourse Financial Group Securities
Alabama
– – – –
Macquarie Group
171
Macquarie Group
Australia
– – – –
C
172
Covestor
United Kingdom
$0 29 +1 +4%
3 4 5 6
7