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Heritage Commerce
HTBK

Overview Fund Activity

151 hedge funds and large institutions have $369M invested in Heritage Commerce in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 33 closing their positions.

Holders
151
Holders Change
-16
Holders Change %
-9.58%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
65
Reduced
47
Closed
33
Calls
$35K
Puts
$27K
Net Calls
+$8K
Net Calls Change
-$20K

Top Buyers

1
BlackRock
1
BlackRock
New York
$62.3M
2
KCM
2
Kennedy Capital Management
Missouri
$9.41M
3
SCP
3
Siena Capital Partners
Illinois
$3.31M
4
FCM
4
FJ Capital Management
Virginia
$11.7M
5
SCA
5
Stieven Capital Advisors
Missouri
$9.09M

Top Sellers

1
GIP
1
Granite Investment Partners
California
$0
2
Northern Trust
2
Northern Trust
Illinois
$5.02M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$9.86M
4
Millennium Management
4
Millennium Management
New York
$377K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
176
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$89.6K -10,751 Closed
LPL Financial
177
LPL Financial
California
– -$85K -10,200 Closed
ACM
178
Aquatic Capital Management
Illinois
– -$57K -6,900 Closed
PMEF
179
Point72 Middle East FZE
United Arab Emirates
– -$30.8K -3,698 Closed
SN
180
Sittner & Nelson
Oregon
– -$6.17K -741 Closed
HNB
181
Huntington National Bank
Ohio
– -$8.21K -694 Closed
TAM
182
Tucker Asset Management
Colorado
– -$3.33K -400 Closed
FFA
183
Farther Finance Advisors
California
– -$142 -17 Closed
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8