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Heritage Commerce (HTBK) Institutional Ownership

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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)
64
Total
Institutional Inflows
(last 12 months)
$39.24M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$19.28M
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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
5/7/2024SG Americas Securities LLC35,774$307K0.0%-14.1%0.058%
5/7/2024Empowered Funds LLC132,835$1.14M0.0%+8.1%0.217%
5/3/2024 GSA Capital Partners LLP264,107$2.27M0.2%+17.2%0.431%
5/1/2024 BNP Paribas Financial Markets71,033$609K0.0%+10.7%0.116%
4/30/2024 Norden Group LLC12,956$111K0.0%N/A0.021%
4/30/2024 Allspring Global Investments Holdings LLC4,856$42K0.0%+185.5%0.008%
4/24/2024 Assenagon Asset Management S.A.110,128$945K0.0%-54.5%0.180%
4/19/2024 Norden Group LLC12,956$111K0.0%N/A0.021%
4/18/2024 Allspring 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 Company 1,506,696$14.95M0.0%-4.1%2.466%
2/13/2024Prevail Innovative Wealth Advisors LLC203,067$2.01M1.0%+7.1%0.332%
2/12/2024Hilltop Holdings Inc.12,500$124K0.0%N/A0.020%
2/9/2024Aigen Investment Management LP18,616$185K0.0%N/A0.030%
2/9/2024Trexquant Investment LP66,741$662K0.0%+251.5%0.109%
2/8/2024Panagora Asset Management Inc.285,310$2.83M0.0%+27.2%0.467%
2/7/2024Boston Partners1,893,847$18.72M0.0%+101.4%3.100%
2/7/2024Dimensional Fund Advisors LP2,959,913$29.36M0.0%+7.3%4.845%
2/7/2024 BNP Paribas Financial Markets64,167$637K0.0%+64.1%0.105%
2/6/2024 Los Angeles Capital Management LLC212,680$2.11M0.0%+150.4%0.348%
2/6/2024Swiss National Bank120,400$1.19M0.0%-10.1%0.197%
2/6/2024New York Life Investment Management LLC41,458$411K0.0%-3.0%0.068%
2/5/2024 Victory Capital Management Inc.97,600$968K0.0%+6.7%0.160%
2/1/2024 GAMMA Investing LLC4,933$49K0.0%N/A0.008%
2/1/2024 Lindbrook Capital LLC4,780$47K0.0%+47.7%0.008%
1/31/2024 Guardian Investment Management29,465$292K0.2%N/A0.048%
1/31/2024Federated Hermes Inc.4,856$48K0.0%-94.0%0.008%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank 18,381$182K0.0%+94.0%0.030%
1/30/2024Strs Ohio64,900$643K0.0%+37.8%0.106%
1/26/2024Cerity Partners LLC113,254$1.12M0.0%+6.5%0.185%
1/25/2024 Nisa Investment Advisors LLC9,080$90K0.0%-11.7%0.015%
1/17/2024 Assenagon Asset Management S.A.242,268$2.40M0.0%+31.4%0.397%
1/16/2024 Raymond James Financial Services Advisors Inc.87,264$866K0.0%+10.9%0.143%
1/12/2024SG Americas Securities LLC41,642$413K0.0%+27.9%0.068%
1/12/2024Rosenthal Henry Capital Advisors Inc.206,587$2.05M2.3%-6.1%0.338%
1/8/2024 Diversified Trust Co17,267$171K0.0%+54.7%0.028%
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1/5/2024 Exchange Traded Concepts LLC40,497$402K0.0%-9.0%0.066%
12/18/2023Vanguard Group Inc.3,118,504$26.41M0.0%+1.2%5.105%
12/6/2023Citigroup Inc.18,536$157K0.0%-66.1%0.030%
12/1/2023Wellington Management Group LLP479,505$4.06M0.0%-14.5%0.785%
11/15/2023Kennedy Capital Management LLC1,069,700$9.06M0.2%-5.9%1.751%
11/15/2023Lido Advisors LLC119,593$1.01M0.0%+87.6%0.196%
11/15/2023Endeavour Capital Advisors Inc.562,516$4.77M1.9%+3.0%0.921%
11/15/2023Alps Advisors Inc.39,450$334K0.0%N/A0.065%
11/13/2023Algert Global LLC216,153$1.83M0.1%-8.5%0.354%
11/13/2023Federated Hermes Inc.81,122$687K0.0%+5.5%0.133%
11/13/2023Hsbc Holdings PLC54,551$461K0.0%-11.8%0.089%
11/13/2023ClariVest Asset Management LLC156,420$1.33M0.1%+15.6%0.256%
11/13/2023Rafferty Asset Management LLC42,984$364K0.0%-32.3%0.070%
11/13/2023Pacific Ridge Capital Partners LLC96,193$815K0.2%+34.9%0.157%
11/8/2023 State of New Jersey Common Pension Fund D291,187$2.47M0.0%+9.5%0.477%
11/8/2023Charles Schwab Investment Management Inc.463,745$3.93M0.0%+2.7%0.759%
11/8/2023Massachusetts Financial Services Co. MA89,995$762K0.0%+24.5%0.147%
11/8/2023Swiss National Bank134,000$1.14M0.0%+2.3%0.219%
11/8/2023New York Life Investment Management LLC42,742$362K0.0%-13.6%0.070%
11/8/2023Boston Partners940,475$7.90M0.0%+3.7%1.539%
11/7/2023Barclays PLC225,067$1.91M0.0%-4.3%0.368%
11/6/2023 Assenagon Asset Management S.A.184,386$1.56M0.0%+294.1%0.302%
11/6/2023 Los Angeles Capital Management LLC84,950$720K0.0%-3.8%0.139%
11/6/2023 Victory Capital Management Inc.91,500$775K0.0%+7.6%0.150%
10/31/2023Teacher Retirement System of Texas45,098$382K0.0%+6.1%0.074%
10/31/2023Panagora Asset Management Inc.224,353$1.90M0.0%+76.0%0.367%
10/30/2023Watershed Asset Management L.L.C.29,300$248K0.3%N/A0.048%
10/27/2023 Allspring Global Investments Holdings LLC9,471$80K0.0%-28.9%0.016%
10/26/2023Rosenthal Henry Capital Advisors Inc.220,000$1.86M2.5%N/A0.360%
10/24/2023 Bank of New York Mellon Corp809,146$6.85M0.0%-32.1%1.325%
10/24/2023 Raymond James Financial Services Advisors Inc.78,664$666K0.0%+17.2%0.129%
10/24/2023 Raymond James & Associates12,654$107K0.0%-39.0%0.021%
10/13/2023SG Americas Securities LLC32,558$276K0.0%+107.6%0.053%
8/15/2023Black Maple Capital Management LP28,847$239K0.1%N/A0.047%
8/15/2023Cramer Rosenthal Mcglynn LLC656,158$5.43M0.3%-19.6%1.074%
8/14/2023Graham Capital Management L.P.20,296$168K0.0%-82.4%0.033%
8/11/2023FJ Capital Management LLC1,408,709$11.66M1.5%+22.8%2.306%
8/11/2023Panagora Asset Management Inc.127,499$1.06M0.0%+3.3%0.209%
8/11/2023Banc Funds Co. LLC632,083$5.23M0.6%+23.0%1.035%
8/11/2023Numerai GP LLC49,366$409K0.1%N/A0.081%
8/11/2023Buckingham Strategic Wealth LLC15,000$124K0.0%N/A0.025%
8/11/2023The Manufacturers Life Insurance Company1,626,111$13.46M0.0%-2.5%2.662%
8/11/2023Trexquant Investment LP56,978$472K0.0%-4.7%0.093%
8/10/2023Siena Capital Partners GP LLC400,009$3.31M1.2%N/A0.656%
8/10/2023Boston Partners906,840$7.74M0.0%-3.0%1.487%
8/10/2023Quadrant Capital Group LLC15,052$125K0.0%+291.3%0.025%
8/8/2023JCSD Capital LLC66,083$547K1.0%-39.1%0.108%
8/7/2023 Lincoln National Corp15,541$129K0.0%-21.8%0.025%
8/7/2023New York Life Investment Management LLC49,476$410K0.0%-10.8%0.081%
8/3/2023 Bank of New York Mellon Corp1,191,094$9.86M0.0%-25.1%1.954%
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8/2/2023Fourthstone LLC119,584$990K0.3%N/A0.196%
8/2/2023 State of New Jersey Common Pension Fund D266,029$2.20M0.0%+40.3%0.436%
8/1/2023 Signaturefd LLC5,140$43K0.0%+279.6%0.008%
7/31/2023Strs Ohio47,100$389K0.0%+8.5%0.077%
7/27/2023 Victory Capital Management Inc.85,000$704K0.0%-1.4%0.139%
7/27/2023EA Series Trust102,667$850K0.0%N/A0.168%
7/25/2023 Raymond James Financial Services Advisors Inc.67,114$556K0.0%+8.7%0.110%
7/25/2023 Raymond James & Associates20,730$172K0.0%+23.8%0.034%
7/25/2023 Assenagon Asset Management S.A.46,782$387K0.0%N/A0.077%
7/24/2023 Allspring Global Investments Holdings LLC13,324$110K0.0%-73.9%0.022%
(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, 111 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were Dimensional Fund Advisors LP ($29.36M), Vanguard Group Inc. ($26.41M), Boston Partners ($18.72M), The Manufacturers Life Insurance Company ($14.95M), FJ Capital Management LLC ($11.66M), Stieven Capital Advisors L.P. ($10.32M), and Granite Investment Partners LLC ($10.22M).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 90 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: Boston Partners ($1.92M), FJ Capital Management LLC ($895.01K), Siena Capital Partners GP LLC ($400.01K), Dimensional Fund Advisors LP ($382.84K), Stieven Capital Advisors L.P. ($300.26K), Assenagon Asset Management S.A. ($255.49K), and Los Angeles Capital Management LLC ($251.27K).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 8,066,764 shares in the last 24 months. This purchase volume represents approximately $81.44M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 52 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: Bank of New York Mellon Corp ($831.53K), Banc Funds Co. LLC ($455.28K), Granite Investment Partners LLC ($436.84K), Cramer Rosenthal Mcglynn LLC ($405.03K), The Manufacturers Life Insurance Company ($395.90K), Assenagon Asset Management S.A. ($286.41K), and Elizabeth Park Capital Advisors Ltd. ($257.37K).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 4,782,321 shares in the last 24 months. This volume of shares sold represents approximately $47.37M in transactions.


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This page (NASDAQ:HTBK) was last updated on 5/7/2024 by MarketBeat.com Staff

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