HTBK icon

Heritage Commerce
HTBK

Overview Fund Activity

175 hedge funds and large institutions have $476M invested in Heritage Commerce in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 31 closing their positions.

Holders
175
Holders Change
-11
Holders Change %
-5.91%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
22
Increased
65
Reduced
63
Closed
31
Calls
$20K
Puts
$5K
Net Calls
+$15K
Net Calls Change
+$2K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.3M
2
MCM
2
Maltese Capital Management
New York
$1.89M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$4.59M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$4.38M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
CSS
3
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
4
Panagora Asset Management
Massachusetts
$1.49M
5
AI
5
Atom Investors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
176
Endeavour Capital Advisors
Connecticut
– -$1.29M -135,580 Closed
EPCA
177
Elizabeth Park Capital Advisors
Ohio
– -$555K -58,267 Closed
OQS
178
Occudo Quantitative Strategies
Florida
– -$437K -45,770 Closed
N
179
Numerai
California
– -$421K -44,252 Closed
ECM
180
ExodusPoint Capital Management
New York
– -$381K -40,048 Closed
YIH
181
Y-Intercept (HK)
Hong Kong
– -$367K -38,598 Closed
Allianz Asset Management
182
Allianz Asset Management
Germany
– -$330K -34,700 Closed
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
– -$327K -34,393 Closed
M1FG
184
Mach-1 Financial Group
Arkansas
– -$314K -32,933 Closed
DTL
185
Dynamic Technology Lab
Singapore
– -$300K -31,465 Closed
CF
186
Corebridge Financial
Texas
– -$278K -29,199 Closed
Balyasny Asset Management
187
Balyasny Asset Management
Illinois
– -$262K -27,528 Closed
LPL Financial
188
LPL Financial
California
– -$262K -27,474 Closed
SCM
189
Semanteon Capital Management
Massachusetts
– -$232K -24,406 Closed
SG Americas Securities
190
SG Americas Securities
New York
– -$158K -16,601 Closed
CWM
191
CIBC World Markets
New York
– -$126K -13,225 Closed
TSS
192
Two Sigma Securities
New York
– -$123K -12,935 Closed
AIM
193
Aigen Investment Management
New York
– -$121K -12,684 Closed
SPA
194
Sherbrooke Park Advisers
New York
– -$119K -12,462 Closed
PD
195
Point72 (DIFC)
United Arab Emirates
– -$104K -10,955 Closed
MAM
196
Martingale Asset Management
Massachusetts
– -$103K -10,800 Closed
FT
197
Fiduciary Trust
Massachusetts
– -$97.3K -10,220 Closed
QL
198
Quarry LP
New York
– -$28.7K -3,014 Closed
RTC
199
Riverview Trust Company
Washington
– -$21K -2,203 Closed
SSG
200
Summit Securities Group
New York
– -$10.2K -1,067 Closed
5 6 7
8
9