HTBK icon

Heritage Commerce
HTBK

Overview Fund Activity

186 hedge funds and large institutions have $449M invested in Heritage Commerce in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 17 closing their positions.

Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
69
Reduced
62
Closed
17
Calls
$20K
Puts
$7K
Net Calls
+$13K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$36.1M
2
RIP
2
Rhino Investment Partners
Pennsylvania
$5.22M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$12.2M
4
KCM
4
Kennedy Capital Management
Missouri
$8.45M
5
Ameriprise
5
Ameriprise
Minnesota
$2.24M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$22.5M
2
Boston Partners
2
Boston Partners
Massachusetts
$10.2M
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.29M
4
ACM
4
Ategra Capital Management
Virginia
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$76.5M 8,035,622 -127,099 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$36.1M 3,796,472 +1,493,857 +65%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.3M 3,495,577 +108,505 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.5M 3,410,761 +18,073 +0.5%
FCM
5
FJ Capital Management
Virginia
$22.5M 2,364,824 -675,982 -22%
State Street
6
State Street
Massachusetts
$18.7M 1,963,577 -158,728 -7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$18.5M 1,946,679 -99,731 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$14.1M 1,477,939 +51,123 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M 1,318,446 +11,263 +0.9%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$12.2M 1,277,630 +525,060 +70%
American Century Companies
11
American Century Companies
Missouri
$10.5M 1,098,042 -31,868 -3%
Boston Partners
12
Boston Partners
Massachusetts
$10.2M 1,080,443 -484,298 -31%
KCM
13
Kennedy Capital Management
Missouri
$8.45M 887,890 +305,318 +52%
Goldman Sachs
14
Goldman Sachs
New York
$8.45M 887,200 -170,596 -16%
AG
15
AlTi Global
New York
$6.25M 656,575 +2,400 +0.4%
Northern Trust
16
Northern Trust
Illinois
$5.56M 583,801 -6,013 -1%
RIP
17
Rhino Investment Partners
Pennsylvania
$5.22M 548,507 +548,507 New
Morgan Stanley
18
Morgan Stanley
New York
$5.11M 537,079 -184,603 -26%
NL
19
Nuveen LLC
North Carolina
$4.86M 510,656 +510,656 New
Charles Schwab
20
Charles Schwab
California
$4.65M 488,456 -12,181 -2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$4.46M 468,702 +12,200 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.92M 411,640 -5,563 -1%
Two Sigma Investments
23
Two Sigma Investments
New York
$3.85M 404,769 -15,474 -4%
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.43M 360,636 +26,530 +8%
AQR Capital Management
25
AQR Capital Management
Connecticut
$3.21M 337,658 -18,372 -5%
1
2 3 4 5