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Heritage Commerce
HTBK

Overview Fund Activity

147 hedge funds and large institutions have $376M invested in Heritage Commerce in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
147
Holders Change
-4
Holders Change %
-2.65%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
61
Reduced
48
Closed
11
Calls
$73K
Puts
$56K
Net Calls
+$17K
Net Calls Change
+$9K

Top Buyers

1
BlackRock
1
BlackRock
New York
$67.3M
2
RHCA
2
Rosenthal Henry Capital Advisors
Indiana
$1.86M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$1.61M
4
FCM
4
FJ Capital Management
Virginia
$13.2M
5
FL
5
Fourthstone LLC
Missouri
$2.26M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$6.85M
2
MC
2
Mount Capital
United Kingdom
$0
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$2.46M
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
State Street
5
State Street
Massachusetts
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
151
Numerai
California
– -$409K -49,366 Closed
Franklin Resources
152
Franklin Resources
California
– -$282K -34,067 Closed
QC
153
Quadrature Capital
United Kingdom
– -$108K -13,013 Closed
DC
154
Diametric Capital
Massachusetts
– -$89.5K -10,809 Closed
QL
155
Quarry LP
New York
– -$15.2K -1,841 Closed
QT
156
Quantbot Technologies
New York
– -$10.2K -1,229 Closed
Bessemer Group
157
Bessemer Group
New Jersey
– -$9K -1,114 Closed
3 4 5 6
7