Who owns Heritage Commerce?
- Ticker: HTBK
- CUSIP Number: 426927109
Tip: Access positions for across all investors
Analyze quarterly positions in Heritage Commerce with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Commerce stock
Who bought or sold Heritage Commerce this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 3.2M | $32M | 2% | Dec 2023 |
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| Dimensional Fund Advisors | 3.0M | $29M | 7% | Dec 2023 |
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| Robeco Investment Management | 1.9M | $19M | 101% | Dec 2023 |
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| FJ Capital Management | 1.7M | $17M | 10% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.6M | $16M | 34% | Dec 2023 |
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| Kennedy Capital Management | 897k | $8.9M | -16% | Dec 2023 |
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| AlTi Global | 637k | $6.3M | 100% | Dec 2023 |
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| Endeavour Capital Advisors | 591k | $5.9M | 5% | Dec 2023 |
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| Wellington Management Company | 509k | $5.0M | 6% | Dec 2023 |
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| Bank of New York Mellon | 488k | $4.2M | -47% | Mar 2024 |
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| Charles Schwab Investment Management | 470k | $4.7M | 1% | Dec 2023 |
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| Alliancebernstein | 456k | $4.5M | 2% | Dec 2023 |
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| Goldman Sachs Group | 434k | $4.3M | 32% | Dec 2023 |
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| Siena Capital Management | 400k | $4.0M | 0% | Dec 2023 |
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| AQR Capital Management | 351k | $3.5M | 54% | Dec 2023 |
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| State of New Jersey Common Pension Fund D | 291k | $2.9M | 0% | Dec 2023 |
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| PanAgora Asset Management | 285k | $2.8M | 27% | Dec 2023 |
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| Barclays | 268k | $2.7M | 19% | Dec 2023 |
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| Two Sigma Advisers | 249k | $2.5M | -14% | Dec 2023 |
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| Two Sigma Investments | 246k | $2.4M | -29% | Dec 2023 |
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| GSA Capital Partners | 225k | $2.2M | 100% | Dec 2023 |
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| Millennium Management | 214k | $2.1M | 34% | Dec 2023 |
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| Algert Coldiron Investors | 207k | $2.1M | -4% | Dec 2023 |
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| John W. Rosenthal Capital Management | 207k | $2.0M | -6% | Dec 2023 |
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| UBS Group | 137k | $1.4M | 139% | Dec 2023 |
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| Bank of America Corporation | 136k | $1.3M | 66% | Dec 2023 |
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| Lido Advisors | 124k | $1.2M | 4% | Dec 2023 |
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| Swiss National Bank | 120k | $1.2M | -10% | Dec 2023 |
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| Credit Suisse | 116k | $1.1M | 14% | Dec 2023 |
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| HPM Partners | 113k | $1.1M | 7% | Dec 2023 |
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| Assenagon Asset Management | 110k | $945k | -55% | Mar 2024 |
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| Fourthstone | 105k | $1.0M | -61% | Dec 2023 |
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| Victory Capital Management | 98k | $968k | 7% | Dec 2023 |
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| Pacific Ridge Capital Partners | 96k | $954k | 0% | Dec 2023 |
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| Rhumbline Advisers | 93k | $921k | 0% | Dec 2023 |
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| Arrowstreet Capital, Limited Partnership | 88k | $869k | -3% | Dec 2023 |
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| Cubist Systematic Strategies | 80k | $798k | 100% | Dec 2023 |
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| TD Asset Management | 75k | $748k | -54% | Dec 2023 |
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| Trexquant Investment | 67k | $662k | 252% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 65k | $643k | 38% | Dec 2023 |
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| Occudo Quantitative Strategies | 65k | $644k | 100% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 64k | $637k | 64% | Dec 2023 |
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| Raymond James Financial Services Advisors | 64k | $546k | -27% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 53k | $524k | 0% | Dec 2023 |
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| Citigroup | 48k | $476k | 159% | Dec 2023 |
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| Creative Planning | 47k | $467k | 47% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 46k | $451k | 100% | Dec 2023 |
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| Legal & General Group | 45k | $442k | 0% | Dec 2023 |
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| Teacher Retirement System Of Texas | 44k | $436k | -3% | Dec 2023 |
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| Jane Street | 44k | $432k | 241% | Dec 2023 |
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| Exchange Traded Concepts | 43k | $369k | 6% | Mar 2024 |
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| Ubs Global Asset Management Americas | 43k | $421k | -2% | Dec 2023 |
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| Hsbc Holdings | 42k | $420k | -22% | Dec 2023 |
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| SG Americas Securities | 42k | $413k | 28% | Dec 2023 |
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| New York Life Investment Management | 42k | $411k | -3% | Dec 2023 |
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| Wells Fargo & Company | 40k | $395k | 62% | Dec 2023 |
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| ALPS Advisors | 37k | $370k | -5% | Dec 2023 |
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| D. E. Shaw & Co | 35k | $347k | -63% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 35k | $346k | 27% | Dec 2023 |
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| Black Maple Capital Management | 33k | $328k | -13% | Dec 2023 |
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| MetLife Investment Advisors | 31k | $311k | 0% | Dec 2023 |
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| Royal Bank of Canada | 30k | $303k | -36% | Dec 2023 |
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| American International | 30k | $292k | 0% | Dec 2023 |
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| Watershed Asset Management | 29k | $291k | 0% | Dec 2023 |
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| Henderson Group | 27k | $272k | 0% | Dec 2023 |
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| Elequin Capital | 26k | $261k | 100% | Dec 2023 |
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| Mirae Asset Global Investments | 25k | $252k | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 24k | $206k | 73% | Mar 2024 |
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| Walleye Trading Advisors | 19k | $192k | 100% | Dec 2023 |
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| Aigen Investment Management | 19k | $185k | 100% | Dec 2023 |
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| New York State Common Retirement Fund | 19k | $185k | 0% | Dec 2023 |
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| Zurcher Kantonalbank | 18k | $158k | 0% | Mar 2024 |
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| Citadel Advisors | 18k | $181k | -33% | Dec 2023 |
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| Arizona State Retirement System | 17k | $169k | -2% | Dec 2023 |
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| Florida State Board of Administration | 17k | $168k | 0% | Dec 2023 |
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| Diversified Trust Company | 17k | $142k | -4% | Mar 2024 |
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| Lincoln National | 16k | $159k | 1% | Dec 2023 |
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| Aquatic Capital Management | 16k | $158k | 298% | Dec 2023 |
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| Jacobs Levy Equity Management | 16k | $156k | 100% | Dec 2023 |
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| Advisor Group Holdings | 15k | $149k | -24% | Dec 2023 |
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| Buckingham Asset Management | 15k | $149k | 0% | Dec 2023 |
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| T. Rowe Price Associates | 15k | $147k | 12% | Dec 2023 |
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| Caprock | 14k | $143k | 0% | Dec 2023 |
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| Hennion & Walsh Asset Management | 14k | $122k | 100% | Mar 2024 |
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| Stifel Financial | 14k | $136k | -52% | Dec 2023 |
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| CI Private Wealth | 14k | $135k | 19% | Dec 2023 |
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| Martingale Asset Management | 14k | $134k | -75% | Dec 2023 |
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| Parallel Advisors | 13k | $133k | 5% | Dec 2023 |
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| Quadrant Capital | 13k | $130k | -3% | Dec 2023 |
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| Norden Group | 13k | $111k | 100% | Mar 2024 |
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| Hilltop Holdings | 13k | $124k | 100% | Dec 2023 |
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| Ohio Pers | 12k | $122k | 1070% | Dec 2023 |
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| State of Wisconsin Investment Board | 12k | $122k | 100% | Dec 2023 |
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| Fort Point Capital Partners | 12k | $114k | 0% | Dec 2023 |
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| Liberty Wealth Management | 11k | $113k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 11k | $113k | 100% | Dec 2023 |
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| Osborne Partners Capital Management | 11k | $91k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 10k | $88k | 100% | Mar 2024 |
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| One Wealth Advisors | 10k | $86k | 0% | Mar 2024 |
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| Wolverine Trading | 10k | $99k | 100% | Dec 2023 |
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| NISA Investment Advisors | 9.1k | $90k | -12% | Dec 2023 |
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| Summit Investment Advisors | 5.8k | $58k | 0% | Dec 2023 |
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| Signature | 5.5k | $55k | 2% | Dec 2023 |
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| Allspring Global Investments Holdings | 4.9k | $42k | 185% | Mar 2024 |
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| Federated Investors | 4.9k | $48k | -94% | Dec 2023 |
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| PFS Partners | 4.8k | $41k | 0% | Mar 2024 |
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| CWM | 4.0k | $34k | 231% | Mar 2024 |
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| Metropolitan Life Insurance Company | 3.2k | $32k | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 2.5k | $25k | 23% | Dec 2023 |
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| GAMMA Investing | 2.1k | $18k | -57% | Mar 2024 |
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| Lindbrook Capital | 2.1k | $18k | -57% | Mar 2024 |
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| Amalgamated Bank | 2.0k | $17k | -61% | Mar 2024 |
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| Us Bancorp | 1.6k | $16k | -3% | Dec 2023 |
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| Pnc Financial Services | 1.5k | $15k | 29% | Dec 2023 |
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| Hanson McClain Advisors | 333.00 | $2.9k | 1% | Mar 2024 |
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| CFG Asset Management | 295.00 | $2.9k | 0% | Dec 2023 |
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| Glassman Wealth Services | 177.00 | $1.8k | 27% | Dec 2023 |
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| Farther Finance Advisors | 65.00 | $645.001500 | 100% | Dec 2023 |
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| Covestor | 23.00 | $0 | -52% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 12.00 | $101.000400 | 0% | Mar 2024 |
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| Simplex Trading | 5.00 | $0 | -95% | Mar 2024 |
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Who sold out of Heritage Commerce?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thomas Stevens, CFA" | Dec 2023 | 213k | $2.1M |
| Massachusetts Financial Services | Sep 2023 | 90k | $762k |
| Sandler O'Neill Asset Management | Sep 2023 | 80k | $678k |
| Squarepoint Ops | Sep 2023 | 44k | $372k |
| Robert M.Tomasello | Dec 2023 | 30k | $292k |
| Graham Capital Management | Sep 2023 | 22k | $182k |
| Waypoint Wealth Partners | Dec 2023 | 17k | $167k |
| Raymond James & Associates | Dec 2023 | 13k | $130k |
| Russell Investments | Sep 2023 | 13k | $111k |
| Lazard Asset Management | Sep 2023 | 2.7k | $22k |
| Gladius Capital Management | Sep 2023 | 478.00 | $4.0k |
| Fortitude Family Office | Dec 2023 | 467.00 | $4.6k |
| Global Retirement Partners | Dec 2023 | 23.00 | $213.000700 |