Heritage Commerce (HTBK) Institutional Ownership

$10.66

-0.05 (-0.47%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 75.55%
Number of Institutional Buyers (last 12 months): 58
Total Institutional Inflows (last 12 months): $46.54M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $17.95M

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HTBK Institutional Buying and Selling by Quarter

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Heritage Commerce Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bank of New York Mellon Corp	501,917	$4.37M	0.0%	+2.8%	0.819%
7/20/2024	Hennion & Walsh Asset Management Inc.	29,300	$255K	0.0%	+106.9%	0.048%
7/18/2024	Assenagon Asset Management S.A.	1,024,377	$8.91M	0.0%	+830.2%	1.672%
7/16/2024	Diversified Trust Co	18,752	$163K	0.0%	+13.7%	0.031%
7/12/2024	SG Americas Securities LLC	30,170	$262K	0.0%	-15.7%	0.049%
7/10/2024	CWM LLC	9,936	$86K	0.0%	+148.0%	0.016%
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5/28/2024	Boston Partners	1,841,378	$15.66M	0.0%	-2.8%	3.006%
5/16/2024	California State Teachers Retirement System	60,916	$523K	0.0%	-5.0%	0.099%
5/16/2024	EJF Capital LLC	154,015	$1.32M	0.9%	N/A	0.251%
5/16/2024	Kennedy Capital Management LLC	808,882	$6.94M	0.1%	-9.8%	1.320%
5/16/2024	Black Maple Capital Management LP	112,181	$963K	0.6%	+239.2%	0.183%
5/15/2024	Price T Rowe Associates Inc. MD	16,966	$146K	0.0%	+14.6%	0.028%
5/14/2024	Stieven Capital Advisors L.P.	747,636	$6.42M	1.3%	-10.2%	1.220%
5/10/2024	Vanguard Group Inc.	3,309,141	$28.39M	0.0%	+3.9%	5.402%
5/10/2024	Prevail Innovative Wealth Advisors LLC	118,401	$1.02M	0.4%	-41.7%	0.193%
5/9/2024	Pacific Ridge Capital Partners LLC	99,301	$852K	0.2%	+3.2%	0.162%
5/9/2024	State Board of Administration of Florida Retirement System	49,126	$409K	0.0%	+190.5%	0.080%
5/8/2024	Entropy Technologies LP	19,634	$168K	0.0%	N/A	0.032%
5/8/2024	ProShare Advisors LLC	10,649	$91K	0.0%	N/A	0.017%
5/7/2024	Susquehanna Portfolio Strategies LLC	16,078	$138K	0.0%	-69.2%	0.026%
5/7/2024	SG Americas Securities LLC	35,774	$307K	0.0%	-14.1%	0.058%
5/7/2024	Empowered Funds LLC	132,835	$1.14M	0.0%	+8.1%	0.217%
5/3/2024	GSA Capital Partners LLP	264,107	$2.27M	0.2%	+17.2%	0.431%
5/1/2024	BNP Paribas Financial Markets	71,033	$609K	0.0%	+10.7%	0.116%
4/30/2024	Norden Group LLC	12,956	$111K	0.0%	N/A	0.021%
4/30/2024	Allspring Global Investments Holdings LLC	4,856	$42K	0.0%	+185.5%	0.008%
4/24/2024	Assenagon Asset Management S.A.	110,128	$945K	0.0%	-54.5%	0.180%
4/19/2024	Norden Group LLC	12,956	$111K	0.0%	N/A	0.021%
4/18/2024	Allspring Global Investments Holdings LLC	4,856	$42K	0.0%	+185.5%	0.008%
4/17/2024	Hennion & Walsh Asset Management Inc.	14,164	$122K	0.0%	N/A	0.023%
3/5/2024	Wellington Management Group LLP	508,796	$5.05M	0.0%	+6.1%	0.833%
2/16/2024	Public Employees Retirement System of Ohio	12,299	$122K	0.0%	+1,070.2%	0.020%
2/15/2024	Black Maple Capital Management LP	33,077	$328K	0.3%	-13.1%	0.054%
2/13/2024	Banc Funds Co. LLC	683,598	$6.78M	0.7%	+8.2%	1.119%
2/13/2024	The Manufacturers Life Insurance Company	1,506,696	$14.95M	0.0%	-4.1%	2.466%
2/13/2024	Prevail Innovative Wealth Advisors LLC	203,067	$2.01M	1.0%	+7.1%	0.332%
2/12/2024	Hilltop Holdings Inc.	12,500	$124K	0.0%	N/A	0.020%
2/9/2024	Aigen Investment Management LP	18,616	$185K	0.0%	N/A	0.030%
2/9/2024	Trexquant Investment LP	66,741	$662K	0.0%	+251.5%	0.109%
2/8/2024	Panagora Asset Management Inc.	285,310	$2.83M	0.0%	+27.2%	0.467%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
2/7/2024	Boston Partners	1,893,847	$18.72M	0.0%	+101.4%	3.100%
2/7/2024	Dimensional Fund Advisors LP	2,959,913	$29.36M	0.0%	+7.3%	4.845%
2/7/2024	BNP Paribas Financial Markets	64,167	$637K	0.0%	+64.1%	0.105%
2/6/2024	Los Angeles Capital Management LLC	212,680	$2.11M	0.0%	+150.4%	0.348%
2/6/2024	Swiss National Bank	120,400	$1.19M	0.0%	-10.1%	0.197%
2/6/2024	New York Life Investment Management LLC	41,458	$411K	0.0%	-3.0%	0.068%
2/5/2024	Victory Capital Management Inc.	97,600	$968K	0.0%	+6.7%	0.160%
2/1/2024	GAMMA Investing LLC	4,933	$49K	0.0%	N/A	0.008%
2/1/2024	Lindbrook Capital LLC	4,780	$47K	0.0%	+47.7%	0.008%
1/31/2024	Guardian Investment Management	29,465	$292K	0.2%	N/A	0.048%
1/31/2024	Federated Hermes Inc.	4,856	$48K	0.0%	-94.0%	0.008%
1/30/2024	Zurcher Kantonalbank Zurich Cantonalbank	18,381	$182K	0.0%	+94.0%	0.030%
1/30/2024	Strs Ohio	64,900	$643K	0.0%	+37.8%	0.106%
1/26/2024	Cerity Partners LLC	113,254	$1.12M	0.0%	+6.5%	0.185%
1/25/2024	Nisa Investment Advisors LLC	9,080	$90K	0.0%	-11.7%	0.015%
1/17/2024	Assenagon Asset Management S.A.	242,268	$2.40M	0.0%	+31.4%	0.397%
1/16/2024	Raymond James Financial Services Advisors Inc.	87,264	$866K	0.0%	+10.9%	0.143%
1/12/2024	SG Americas Securities LLC	41,642	$413K	0.0%	+27.9%	0.068%
1/12/2024	Rosenthal Henry Capital Advisors Inc.	206,587	$2.05M	2.3%	-6.1%	0.338%
1/8/2024	Diversified Trust Co	17,267	$171K	0.0%	+54.7%	0.028%
1/5/2024	Exchange Traded Concepts LLC	40,497	$402K	0.0%	-9.0%	0.066%
12/18/2023	Vanguard Group Inc.	3,118,504	$26.41M	0.0%	+1.2%	5.105%
12/6/2023	Citigroup Inc.	18,536	$157K	0.0%	-66.1%	0.030%
12/1/2023	Wellington Management Group LLP	479,505	$4.06M	0.0%	-14.5%	0.785%
11/15/2023	Kennedy Capital Management LLC	1,069,700	$9.06M	0.2%	-5.9%	1.751%
11/15/2023	Lido Advisors LLC	119,593	$1.01M	0.0%	+87.6%	0.196%
11/15/2023	Endeavour Capital Advisors Inc.	562,516	$4.77M	1.9%	+3.0%	0.921%
11/15/2023	Alps Advisors Inc.	39,450	$334K	0.0%	N/A	0.065%
11/13/2023	Algert Global LLC	216,153	$1.83M	0.1%	-8.5%	0.354%
11/13/2023	Federated Hermes Inc.	81,122	$687K	0.0%	+5.5%	0.133%
11/13/2023	Hsbc Holdings PLC	54,551	$461K	0.0%	-11.8%	0.089%
11/13/2023	ClariVest Asset Management LLC	156,420	$1.33M	0.1%	+15.6%	0.256%
11/13/2023	Rafferty Asset Management LLC	42,984	$364K	0.0%	-32.3%	0.070%
11/13/2023	Pacific Ridge Capital Partners LLC	96,193	$815K	0.2%	+34.9%	0.157%
11/8/2023	State of New Jersey Common Pension Fund D	291,187	$2.47M	0.0%	+9.5%	0.477%
11/8/2023	Charles Schwab Investment Management Inc.	463,745	$3.93M	0.0%	+2.7%	0.759%
11/8/2023	Massachusetts Financial Services Co. MA	89,995	$762K	0.0%	+24.5%	0.147%
11/8/2023	Swiss National Bank	134,000	$1.14M	0.0%	+2.3%	0.219%
11/8/2023	New York Life Investment Management LLC	42,742	$362K	0.0%	-13.6%	0.070%
11/8/2023	Boston Partners	940,475	$7.90M	0.0%	+3.7%	1.539%
11/7/2023	Barclays PLC	225,067	$1.91M	0.0%	-4.3%	0.368%
11/6/2023	Assenagon Asset Management S.A.	184,386	$1.56M	0.0%	+294.1%	0.302%
11/6/2023	Los Angeles Capital Management LLC	84,950	$720K	0.0%	-3.8%	0.139%
11/6/2023	Victory Capital Management Inc.	91,500	$775K	0.0%	+7.6%	0.150%
10/31/2023	Teacher Retirement System of Texas	45,098	$382K	0.0%	+6.1%	0.074%
10/31/2023	Panagora Asset Management Inc.	224,353	$1.90M	0.0%	+76.0%	0.367%
10/30/2023	Watershed Asset Management L.L.C.	29,300	$248K	0.3%	N/A	0.048%
10/27/2023	Allspring Global Investments Holdings LLC	9,471	$80K	0.0%	-28.9%	0.016%
10/26/2023	Rosenthal Henry Capital Advisors Inc.	220,000	$1.86M	2.5%	N/A	0.360%
10/24/2023	Bank of New York Mellon Corp	809,146	$6.85M	0.0%	-32.1%	1.325%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
10/24/2023	Raymond James Financial Services Advisors Inc.	78,664	$666K	0.0%	+17.2%	0.129%
10/24/2023	Raymond James & Associates	12,654	$107K	0.0%	-39.0%	0.021%
10/13/2023	SG Americas Securities LLC	32,558	$276K	0.0%	+107.6%	0.053%
8/15/2023	Black Maple Capital Management LP	28,847	$239K	0.1%	N/A	0.047%
8/15/2023	Cramer Rosenthal Mcglynn LLC	656,158	$5.43M	0.3%	-19.6%	1.074%
8/14/2023	Graham Capital Management L.P.	20,296	$168K	0.0%	-82.4%	0.033%
8/11/2023	FJ Capital Management LLC	1,408,709	$11.66M	1.5%	+22.8%	2.306%
8/11/2023	Panagora Asset Management Inc.	127,499	$1.06M	0.0%	+3.3%	0.209%
8/11/2023	Banc Funds Co. LLC	632,083	$5.23M	0.6%	+23.0%	1.035%
8/11/2023	Numerai GP LLC	49,366	$409K	0.1%	N/A	0.081%

(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, 115 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. ($28.39M), Boston Partners ($15.66M), The Manufacturers Life Insurance Company ($14.95M), FJ Capital Management LLC ($11.66M), Granite Investment Partners LLC ($10.22M), and JPMorgan Chase & Co. ($9.47M).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 92 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), Assenagon Asset Management S.A. ($1.17M), Siena Capital Partners GP LLC ($400.01K), Dimensional Fund Advisors LP ($382.84K), Stieven Capital Advisors L.P. ($300.26K), FJ Capital Management LLC ($261.44K), and Los Angeles Capital Management LLC ($251.27K).

How much institutional buying is happening at Heritage Commerce?: Institutional investors have bought a total of 8,732,127 shares in the last 24 months. This purchase volume represents approximately $85.38M in transactions.
Which Heritage Commerce major shareholders have been selling company stock?: Of the 54 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), Cramer Rosenthal Mcglynn LLC ($405.03K), The Manufacturers Life Insurance Company ($395.90K), Granite Investment Partners LLC ($376.44K), Banc Funds Co. LLC ($333.58K), 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 4,876,317 shares in the last 24 months. This volume of shares sold represents approximately $47.51M in transactions.