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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.

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
Raymond James Financial
2
Raymond James Financial
Florida
$2.18M
3
Millennium Management
3
Millennium Management
New York
$1.88M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$4.35M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.96M

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.6M 8,162,721 -68,123 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.8M 3,392,688 +130,144 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.8M 3,387,072 -40,143 -1%
FCM
4
FJ Capital Management
Virginia
$28.5M 3,040,806 -594,764 -16%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$21.6M 2,302,615 +268,900 +13%
State Street
6
State Street
Massachusetts
$19.9M 2,122,305 +156,662 +8%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$19.2M 2,046,410 -266,625 -12%
Boston Partners
8
Boston Partners
Massachusetts
$14.6M 1,564,741 +26,442 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.4M 1,426,816 +4,756 +0.3%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.3M 1,307,183 -9,627 -0.7%
American Century Companies
11
American Century Companies
Missouri
$10.6M 1,129,910 +36,821 +3%
Goldman Sachs
12
Goldman Sachs
New York
$9.92M 1,057,796 +36,391 +4%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$7.06M 752,570 +41,400 +6%
Morgan Stanley
14
Morgan Stanley
New York
$6.77M 721,682 +153,789 +27%
AG
15
AlTi Global
New York
$6.14M 654,175 +5,889 +0.9%
ECA
16
Endeavour Capital Advisors
Connecticut
$5.59M 595,546 -26,142 -4%
Northern Trust
17
Northern Trust
Illinois
$5.53M 589,814 +5,773 +1%
KCM
18
Kennedy Capital Management
Missouri
$5.46M 582,572 -2,603 -0.4%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$4.81M 513,305 +4,799 +0.9%
Charles Schwab
20
Charles Schwab
California
$4.7M 500,637 +4,447 +0.9%
Assenagon Asset Management
21
Assenagon Asset Management
Luxembourg
$4.35M 463,774 +170,989 +58%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$4.28M 456,502 -11,300 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$3.96M 422,477 +159,803 +61%
Two Sigma Investments
24
Two Sigma Investments
New York
$3.94M 420,243 -77,616 -16%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$3.91M 417,203 -56,311 -12%
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