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Heritage Commerce
HTBK

Overview Fund Activity

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
Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
72
Reduced
46
Closed
13
Calls
$36K
Puts
$5K
Net Calls
+$31K
Net Calls Change
+$30K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
Millennium Management
2
Millennium Management
New York
$1.88M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$4.35M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.96M
5
State Street
5
State Street
Massachusetts
$19.9M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$28.5M
2
ACM
2
Ategra Capital Management
Virginia
$3.46M
3
SCP
3
Siena Capital Partners
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$19.2M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
GAMMA Investing
California
$25.4K +$2.6K +277 +11%
SAM
152
Smartleaf Asset Management
Massachusetts
$23.6K +$3.49K +372 +17%
RTC
153
Riverview Trust Company
Washington
$20.7K – – –
AB
154
Amalgamated Bank
New York
$19K – – –
RS
155
R Squared
Hong Kong
$18.4K +$18.4K +1,960 New
SCM
156
Sterling Capital Management
North Carolina
$17.9K +$16K +1,703 +823%
Russell Investments Group
157
Russell Investments Group
United Kingdom
$13.5K +$4.57K +487 +51%
LC
158
Lindbrook Capital
California
$12.8K -$1.75K -187 -12%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$11K -$1.63K -174 -13%
AAP
160
Arax Advisory Partners
Colorado
$10.9K – – –
Osaic Holdings
161
Osaic Holdings
Arizona
$8.01K +$1.95K +208 +32%
HNB
162
Huntington National Bank
Ohio
$4.39K +$366 +39 +9%
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$3.95K +$3.95K +421 New
AF
164
Allworth Financial
California
$3.89K -$958 -105 -20%
NC
165
NewSquare Capital
Pennsylvania
$2.77K – – –
VCM
166
Versant Capital Management
Arizona
$1.78K – – –
Comerica Bank
167
Comerica Bank
Texas
$1.17K – – –
CSWM
168
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.09K +116 New
C
169
Covestor
United Kingdom
$1K -$100 -10 -9%
PWA
170
Physician Wealth Advisors
Utah
$892 +$892 +95 New
TSMHT
171
Thurston Springer Miller Herd & Titak
Indiana
$694 – – –
FFA
172
Farther Finance Advisors
California
$610 – – –
RIL
173
Rothschild Investment LLC
Illinois
$563 -$798 -85 -59%
SS
174
SBI Securities
Japan
$469 +$469 +50 New
BGAI
175
Bruce G. Allen Investments
Colorado
$310 – – –
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7
8