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.

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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$29.8M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
3
CSS
Cubist Systematic Strategies
Connecticut
$227K
4
PAM
Panagora Asset Management
Massachusetts
$1.49M
5
AI
Atom Investors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$78.7M -$1.1M -111,132 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.3M +$597K +60,127 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$34M +$128K +12,843 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.8M -$7.86M -791,223 -21%
FCM
5
FJ Capital Management
Virginia
$23.3M -$200K -20,102 -0.9%
State Street
6
State Street
Massachusetts
$18.7M -$833K -83,909 -4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$18.3M -$1.07M -107,922 -6%
HAM
8
HoldCo Asset Management
Florida
$16.1M +$16.1M +1,623,446 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.5M +$866K +87,229 +6%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$13.5M +$777K +78,210 +6%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M -$276K -27,834 -2%
Goldman Sachs
12
Goldman Sachs
New York
$11.3M +$2.5M +251,466 +28%
Boston Partners
13
Boston Partners
Massachusetts
$10.8M +$218K +22,264 +2%
American Century Companies
14
American Century Companies
Missouri
$10.7M -$170K -17,157 -2%
KCM
15
Kennedy Capital Management
Missouri
$8.63M -$188K -18,958 -2%
AG
16
AlTi Global
New York
$6.52M +$288 +29 +0%
RIP
17
Rhino Investment Partners
Pennsylvania
$6.08M +$632K +63,668 +12%
Northern Trust
18
Northern Trust
Illinois
$5.82M +$18.2K +1,837 +0.3%
Charles Schwab
19
Charles Schwab
California
$5.02M +$172K +17,271 +4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$4.99M +$332K +33,400 +7%
Morgan Stanley
21
Morgan Stanley
New York
$4.78M -$553K -55,656 -10%
NL
22
Nuveen LLC
North Carolina
$4.7M -$367K -37,001 -7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$4.59M +$1.23M +124,316 +37%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.38M +$1.19M +120,000 +37%
AllianceBernstein
25
AllianceBernstein
Tennessee
$4.28M +$696K +70,110 +19%
1
2 3 4 5