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Heritage Commerce
HTBK

Overview Fund Activity

59 hedge funds and large institutions have $119M invested in Heritage Commerce in 2013 Q2 according to their latest regulatory filings, with 59 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
59
Holders Change
+59
Holders Change %
–
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.13%
New
59
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFP
1
Patriot Financial Partners
Pennsylvania
$18.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.7M
3
BFC
3
Banc Funds Company
Illinois
$11.5M
4
RBLCM
4
Roaring Blue Lion Capital Management
Texas
$9.26M
5
CCCPI
5
Castle Creek Capital Partners IV
California
$9.16M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
1
Patriot Financial Partners
Pennsylvania
$18.2M 2,595,000 +2,595,000 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.7M 1,819,690 +1,819,690 New
BFC
3
Banc Funds Company
Illinois
$11.5M 1,641,291 +1,641,291 New
RBLCM
4
Roaring Blue Lion Capital Management
Texas
$9.26M 1,323,211 +1,323,211 New
CCCPI
5
Castle Creek Capital Partners IV
California
$9.16M 1,308,300 +1,308,300 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.83M 1,117,881 +1,117,881 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.33M 904,634 +904,634 New
MFP
8
Michael F. Price
$6.16M 880,000 +880,000 New
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.86M 694,065 +694,065 New
CP
10
Clover Partners
Texas
$4.58M 653,652 +653,652 New
BIT
11
BlackRock Institutional Trust
California
$4.48M 639,717 +639,717 New
BFA
12
BlackRock Fund Advisors
California
$3.79M 541,195 +541,195 New
PFC
13
Phocas Financial Corp
California
$3.48M 496,799 +496,799 New
State Street
14
State Street
Massachusetts
$2.01M 286,744 +286,744 New
Northern Trust
15
Northern Trust
Illinois
$1.87M 267,186 +267,186 New
MCM
16
Maltese Capital Management
New York
$1.75M 250,200 +250,200 New
FG
17
FSI Group
Ohio
$1.55M 221,671 +221,671 New
TCIM
18
TIAA CREF Investment Management
New York
$823K 117,561 +117,561 New
BCM
19
Bridgeway Capital Management
Texas
$767K 109,550 +109,550 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$659K 94,100 +94,100 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$639K 91,198 +91,198 New
PAM
22
Panagora Asset Management
Massachusetts
$627K 89,754 +89,754 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$583K 83,232 +83,232 New
BIG
24
Blackthorn Investment Group
Kansas
$531K 75,846 +75,846 New
BIM
25
BlackRock Investment Management
Delaware
$517K 73,901 +73,901 New
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