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Heritage Commerce (HTBK) Institutional Ownership

Heritage Commerce logo
$9.22 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Commerce (NASDAQ:HTBK)

Current
Institutional Ownership
Percentage
75.55%
Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$58.22M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$21.25M
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HTBK Institutional Buying and Selling by Quarter

Heritage Commerce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 SG Americas Securities LLC45,763$429K0.0%+5.9%0.075%
1/15/2025 Hennion & Walsh Asset Management Inc.36,840$346K0.0%+29.9%0.060%
1/14/2025 Assenagon Asset Management S.A.463,774$4.35M0.0%+58.4%0.757%
12/26/2024JPMorgan Chase & Co.2,313,035$22.85M0.0%-1.4%3.773%
11/27/2024Franklin Resources Inc.46,089$449K0.0%+2.9%0.075%
11/16/2024Geode Capital Management LLC1,422,060$14.05M0.0%+0.2%2.320%
11/15/2024Barclays PLC216,439$2.14M0.0%+7.2%0.353%
11/15/2024Jane Street Group LLC103,596$1.02M0.0%+55.6%0.169%
11/15/2024Wellington Management Group LLP2,033,715$20.09M0.0%N/A3.318%
11/15/2024State Street Corp1,965,643$19.42M0.0%+3.2%3.207%
11/15/2024Point72 Asset Management L.P.10,837$107K0.0%N/A0.018%
11/15/2024Hotchkis & Wiley Capital Management LLC711,170$7.03M0.0%-5.4%1.160%
11/15/2024Atom Investors LP159,535$1.58M0.2%-44.5%0.260%
11/15/2024Banc Funds Co. LLC272,839$2.70M0.3%-36.3%0.445%
11/14/2024Verition Fund Management LLC13,501$133K0.0%N/A0.022%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC110,837$1.10M0.0%-8.7%0.181%
11/13/2024BNP Paribas Financial Markets66,678$659K0.0%+8.2%0.109%
11/13/2024FMR LLC7,832$77K0.0%+103.7%0.013%
11/13/2024Quantbot Technologies LP14,035$139K0.0%+212.2%0.023%
11/13/2024The Manufacturers Life Insurance Company1,316,810$13.01M0.0%-2.9%2.148%
11/13/2024Dynamic Technology Lab Private Ltd28,448$281K0.0%N/A0.046%
11/12/2024Cerity Partners LLC146,349$1.45M0.0%+17.0%0.239%
11/12/2024Charles Schwab Investment Management Inc.496,190$4.90M0.0%+1.4%0.810%
11/9/2024Intech Investment Management LLC11,791$116K0.0%N/A0.019%
11/7/2024Quest Partners LLC27,802$275K0.0%-52.5%0.045%
11/7/2024Thrivent Financial for Lutherans29,028$286K0.0%-77.7%0.047%
11/6/2024Empowered Funds LLC150,733$1.49M0.0%+5.3%0.246%
11/5/2024Victory Capital Management Inc.112,800$1.11M0.0%-1.1%0.184%
11/5/2024Aigen Investment Management LP13,102$129K0.0%-14.1%0.021%
11/5/2024GSA Capital Partners LLP127,528$1.26M0.1%+49.4%0.208%
11/4/2024State of New Jersey Common Pension Fund D265,905$2.63M0.0%-3.8%0.434%
10/29/2024Rosenthal Henry Capital Advisors Inc.203,837$2.01M2.0%+2.1%0.333%
10/24/2024 Wealth Enhancement Advisory Services LLC16,262$161K0.0%+27.7%0.027%
10/24/2024 NorthCrest Asset Manangement LLC10,093$100K0.0%N/A0.016%
10/23/2024 Assenagon Asset Management S.A.292,785$2.89M0.0%-71.4%0.478%
10/16/2024nVerses Capital LLC7,400$73K0.0%N/A0.012%
10/16/2024One Wealth Advisors LLC10,045$99K0.0%N/A0.016%
10/11/2024Creative Planning95,262$941K0.0%+26.2%0.155%
10/10/2024Exchange Traded Concepts LLC29,909$296K0.0%-30.3%0.049%
10/8/2024CWM LLC14,536$144K0.0%+46.3%0.024%
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10/3/2024 SG Americas Securities LLC43,205$427K0.0%+43.2%0.071%
8/16/2024Creative Planning75,462$657K0.0%+34.4%0.123%
8/15/2024Susquehanna Fundamental Investments LLC13,118$114K0.0%N/A0.021%
8/15/2024The Manufacturers Life Insurance Company1,355,747$11.80M0.0%-3.8%2.213%
8/15/2024AQR Capital Management LLC544,471$4.74M0.0%+32.5%0.889%
8/15/2024AlTi Global Inc.648,286$5.64M0.2%+1.1%1.058%
8/14/2024Evergreen Capital Management LLC27,277$237K0.0%-3.9%0.045%
8/14/2024Magnetar Financial LLC14,118$123K0.0%N/A0.023%
8/13/2024Thrivent Financial for Lutherans130,008$1.13M0.0%-23.1%0.212%
8/13/2024Sei Investments Co.32,415$282K0.0%+16.7%0.053%
8/13/2024Public Employees Retirement Association of Colorado40,991$357K0.0%-6.8%0.067%
8/12/2024Hsbc Holdings PLC19,279$163K0.0%-60.6%0.031%
8/9/2024Renaissance Technologies LLC276,600$2.41M0.0%+15.5%0.452%
8/9/2024Dimensional Fund Advisors LP3,051,126$26.54M0.0%-3.2%4.981%
8/8/2024American Century Companies Inc.921,389$8.02M0.0%+21.2%1.504%
8/8/2024State of New Jersey Common Pension Fund D276,287$2.40M0.0%-18.8%0.451%
8/7/2024ClariVest Asset Management LLC165,108$1.44M0.1%+2.9%0.270%
8/6/2024Quest Partners LLC58,569$510K0.1%+6.9%0.096%
8/5/2024Victory Capital Management Inc.114,000$992K0.0%+14.0%0.186%
8/1/2024Princeton Capital Management LLC15,041$131K0.0%N/A0.025%
8/1/2024Rhumbline Advisers96,458$839K0.0%+1.1%0.157%
8/1/2024Natixis Advisors LLC27,070$236K0.0%N/A0.044%
7/29/2024Rosenthal Henry Capital Advisors Inc.199,587$1.74M2.5%-3.4%0.326%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank22,077$192K0.0%+20.1%0.036%
7/26/2024Bank of New York Mellon Corp501,917$4.37M0.0%+2.8%0.819%
7/20/2024 Hennion & Walsh Asset Management Inc.29,300$255K0.0%+106.9%0.048%
7/18/2024 Assenagon Asset Management S.A.1,024,377$8.91M0.0%+830.2%1.672%
7/16/2024 Diversified Trust Co18,752$163K0.0%+13.7%0.031%
7/12/2024 SG Americas Securities LLC30,170$262K0.0%-15.7%0.049%
7/10/2024CWM LLC9,936$86K0.0%+148.0%0.016%
5/28/2024Boston Partners1,841,378$15.66M0.0%-2.8%3.006%
5/16/2024California State Teachers Retirement System60,916$523K0.0%-5.0%0.099%
5/16/2024EJF Capital LLC154,015$1.32M0.9%N/A0.251%
5/16/2024Kennedy Capital Management LLC808,882$6.94M0.1%-9.8%1.320%
5/16/2024Black Maple Capital Management LP112,181$963K0.6%+239.2%0.183%
5/15/2024Price T Rowe Associates Inc. MD16,966$146K0.0%+14.6%0.028%
5/14/2024Stieven Capital Advisors L.P.747,636$6.42M1.3%-10.2%1.220%
5/10/2024Vanguard Group Inc.3,309,141$28.39M0.0%+3.9%5.402%
5/10/2024Prevail Innovative Wealth Advisors LLC118,401$1.02M0.4%-41.7%0.193%
5/9/2024Pacific Ridge Capital Partners LLC99,301$852K0.2%+3.2%0.162%
5/9/2024State Board of Administration of Florida Retirement System49,126$409K0.0%+190.5%0.080%
5/8/2024Entropy Technologies LP19,634$168K0.0%N/A0.032%
5/8/2024ProShare Advisors LLC10,649$91K0.0%N/A0.017%
5/7/2024Susquehanna Portfolio Strategies LLC16,078$138K0.0%-69.2%0.026%
5/7/2024 SG Americas Securities LLC35,774$307K0.0%-14.1%0.058%
5/7/2024Empowered Funds LLC132,835$1.14M0.0%+8.1%0.217%
5/3/2024GSA Capital Partners LLP264,107$2.27M0.2%+17.2%0.431%
5/1/2024BNP Paribas Financial Markets71,033$609K0.0%+10.7%0.116%
4/30/2024Norden Group LLC12,956$111K0.0%N/A0.021%
4/30/2024Allspring Global Investments Holdings LLC4,856$42K0.0%+185.5%0.008%
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4/24/2024 Assenagon Asset Management S.A.110,128$945K0.0%-54.5%0.180%
4/19/2024Norden Group LLC12,956$111K0.0%N/A0.021%
4/18/2024Allspring Global Investments Holdings LLC4,856$42K0.0%+185.5%0.008%
4/17/2024 Hennion & Walsh Asset Management Inc.14,164$122K0.0%N/A0.023%
3/5/2024Wellington Management Group LLP508,796$5.05M0.0%+6.1%0.833%
2/16/2024Public Employees Retirement System of Ohio12,299$122K0.0%+1,070.2%0.020%
2/15/2024Black Maple Capital Management LP33,077$328K0.3%-13.1%0.054%
2/13/2024Banc Funds Co. LLC683,598$6.78M0.7%+8.2%1.119%
2/13/2024The Manufacturers Life Insurance Company1,506,696$14.95M0.0%-4.1%2.466%
2/13/2024Prevail Innovative Wealth Advisors LLC203,067$2.01M1.0%+7.1%0.332%
(Data available from 1/1/2016 forward)

HTBK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HTBK shares?

During the previous two years, 135 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Vanguard Group Inc. ($28.39M), Dimensional Fund Advisors LP ($26.54M), JPMorgan Chase & Co. ($22.85M), Wellington Management Group LLP ($20.09M), State Street Corp ($19.42M), Boston Partners ($15.66M), and Geode Capital Management LLC ($14.05M).Learn more on HTBK's institutional investors.

What percentage of Heritage Commerce stock is owned by institutional investors?

75.55% of Heritage Commerce stock is owned by institutional investors. Learn more on HTBK's institutional investor holdings.

Which institutional investors have been buying Heritage Commerce stock?

Of the 108 institutional investors that purchased Heritage Commerce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($2.06M), Boston Partners ($1.92M), Assenagon Asset Management S.A. ($1.33M), Siena Capital Partners GP LLC ($400.01K), Dimensional Fund Advisors LP ($277.16K), FJ Capital Management LLC ($261.44K), and Rosenthal Henry Capital Advisors Inc. ($224.25K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 10,544,726 shares in the last 24 months. This purchase volume represents approximately $101.14M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 55 institutional investors that sold Heritage Commerce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assenagon Asset Management S.A. ($863.73K), Bank of New York Mellon Corp ($781.55K), The Manufacturers Life Insurance Company ($407.99K), Cramer Rosenthal Mcglynn LLC ($405.03K), Granite Investment Partners LLC ($376.44K), Banc Funds Co. LLC ($320.28K), and Maltese Capital Management LLC ($173.22K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 5,351,739 shares in the last 24 months. This volume of shares sold represents approximately $50.75M in transactions.


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This page (NASDAQ:HTBK) was last updated on 1/21/2025 by MarketBeat.com Staff
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