S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Stop buying AI stocks! (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
The Gold Story No One's Telling (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Better Than Oil Stocks (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Stop buying AI stocks! (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
The Gold Story No One's Telling (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Better Than Oil Stocks (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Stop buying AI stocks! (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
The Gold Story No One's Telling (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Better Than Oil Stocks (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands
S&P 500   5,096.27
DOW   38,996.39
QQQ   439.00
Pure Storage, Hormel Foods rise; WW International, First Advantage fall, Thursday, 2/29/2024
Stop buying AI stocks! (Ad)
How major US stock indexes fared Thursday, 2/29/2024
Average long-term US mortgage rises to 6.94% after marking fourth-straight weekly increase
The Gold Story No One's Telling (Ad)
Best Buy reports lower 4Q sales and profits as shoppers remain cautious
Grads From This Midwestern School Are More Likely to Start a Billion Dollar Company Than Founders Who Went To Stanford, Harvard, or MIT: Study
Better Than Oil Stocks (Ad)
It's Leap Day, and You're Probably Working — Here's How 'February 29' Affects Your Paycheck
From Hometown Hero to Franchise Partner — 3 Celebrities Collaborating With Their Hometown Brands

Heritage Commerce (HTBK) Institutional Ownership

$8.29
+0.14 (+1.72%)
(As of 02/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Heritage Commerce (NASDAQ:HTBK)

Current
Institutional Ownership
Percentage
72.80%
Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$98.42 M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$35.77 M
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HTBK Institutional Buying and Selling by Quarter


Heritage Commerce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024Price T Rowe Associates Inc. MD14,807$0.15M0.0%+11.6%0.024%
2/16/2024GSA Capital Partners LLP225,367$2.24M0.2%N/A0.369%
2/16/2024Public Employees Retirement System of Ohio12,299$0.12M0.0%+1,070.2%0.020%
2/15/2024Barclays PLC267,839$2.66M0.0%+19.0%0.438%
2/15/2024Vanguard Group Inc.3,185,168$31.60M0.0%+2.1%5.214%
2/15/2024Voya Investment Management LLC25,928$0.26M0.0%-45.8%0.042%
2/15/2024Nuveen Asset Management LLC497,591$4.94M0.0%+1.1%0.815%
2/15/2024Occudo Quantitative Strategies LP64,873$0.64M0.1%N/A0.106%
2/15/2024Price T Rowe Associates Inc. MD14,807$0.15M0.0%+11.6%0.024%
2/15/2024Bridgeway Capital Management LLC255,324$2.53M0.1%+4.5%0.418%
2/15/2024Black Maple Capital Management LP33,077$0.33M0.3%-13.1%0.054%
2/15/2024Clear Street Markets LLC5,654$56K0.0%N/A0.009%
2/14/2024Royal Bank of Canada29,746$0.29M0.0%-36.2%0.049%
2/14/2024Creative Planning47,047$0.47M0.0%+47.1%0.077%
2/14/2024Cubist Systematic Strategies LLC80,424$0.80M0.0%N/A0.132%
2/14/2024Putnam Investments LLC41,835$0.42M0.0%-3.1%0.068%
2/13/2024Banc Funds Co. LLC683,598$6.78M0.7%+8.2%1.119%
2/13/2024Northern Trust Corp632,125$6.27M0.0%+1.5%1.035%
2/13/2024Public Employees Retirement Association of Colorado43,992$0.44M0.0%+1,146.6%0.072%
2/13/2024Tower Research Capital LLC TRC 17,311$0.17M0.0%+10.1%0.028%
2/13/2024First Trust Advisors LP199,518$1.98M0.0%+8.0%0.327%
2/13/2024Goldman Sachs Group Inc.433,633$4.30M0.0%+31.5%0.710%
2/13/2024Rafferty Asset Management LLC54,388$0.54M0.0%+26.5%0.089%
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%
2/13/2024California State Teachers Retirement System64,097$0.64M0.0%-4.4%0.105%
2/12/2024Stifel Financial Corp13,715$0.14M0.0%-52.0%0.022%
2/12/2024TD Asset Management Inc75,400$0.75M0.0%-53.9%0.123%
2/12/2024Hilltop Holdings Inc.12,500$0.12M0.0%N/A0.020%
2/12/2024Hsbc Holdings PLC42,306$0.42M0.0%-22.4%0.069%
2/9/2024Cambridge Investment Research Advisors Inc.13,864$0.14M0.0%N/A0.023%
2/9/2024Aigen Investment Management LP18,616$0.19M0.0%N/A0.030%
2/9/2024Trexquant Investment LP66,741$0.66M0.0%+251.5%0.109%
2/9/2024Corient Private Wealth LLC13,629$0.14M0.0%+18.9%0.022%
2/9/2024UBS Group AG136,572$1.36M0.0%+139.1%0.224%
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%
2/7/2024BNP Paribas Financial Markets64,167$0.64M0.0%+64.1%0.105%
2/6/2024Charles Schwab Investment Management Inc.470,014$4.66M0.0%+1.4%0.769%
2/6/2024Los 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$0.41M0.0%-3.0%0.068%
2/5/2024Victory Capital Management Inc.97,600$0.97M0.0%+6.7%0.160%
2/1/2024GAMMA Investing LLC4,933$49K0.0%N/A0.008%
2/1/2024Lindbrook Capital LLC4,780$47K0.0%+47.7%0.008%
1/31/2024Guardian Investment Management29,465$0.29M0.2%N/A0.048%
1/31/2024Federated Hermes Inc.4,856$48K0.0%-94.0%0.008%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 18,381$0.18M0.0%+94.0%0.030%
1/30/2024Strs Ohio64,900$0.64M0.0%+37.8%0.106%
1/26/2024Cerity Partners LLC113,254$1.12M0.0%+6.5%0.185%
1/25/2024Nisa Investment Advisors LLC9,080$90K0.0%-11.7%0.015%
1/17/2024Assenagon Asset Management S.A.242,268$2.40M0.0%+31.4%0.397%
1/16/2024Raymond James Financial Services Advisors Inc.87,264$0.87M0.0%+10.9%0.143%
1/12/2024SG Americas Securities LLC41,642$0.41M0.0%+27.9%0.068%
1/12/2024Rosenthal Henry Capital Advisors Inc.206,587$2.05M2.3%-6.1%0.338%
1/8/2024Diversified Trust Co17,267$0.17M0.0%+54.7%0.028%
1/5/2024Exchange Traded Concepts LLC40,497$0.40M0.0%-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$0.16M0.0%-66.1%0.030%
12/1/2023Wellington Management Group LLP479,505$4.06M0.0%-14.5%0.785%
11/30/2023American Century Companies Inc.339,674$2.88M0.0%+42.3%0.556%
11/24/2023Deutsche Bank AG27,555$0.23M0.0%+23.6%0.045%
11/22/2023Graham Capital Management L.P.21,468$0.18M0.0%+5.8%0.035%
11/16/2023Creative Planning31,990$0.27M0.0%+93.0%0.052%
11/15/2023The Manufacturers Life Insurance Company 1,570,970$13.31M0.0%-3.4%2.572%
11/15/2023Royal Bank of Canada46,589$0.39M0.0%+22.5%0.076%
11/15/2023JPMorgan Chase & Co.1,163,437$9.85M0.0%-6.8%1.904%
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$0.33M0.0%N/A0.065%
11/15/2023AQR Capital Management LLC227,776$1.93M0.0%+23.1%0.373%
11/14/2023California State Teachers Retirement System67,081$0.57M0.0%-6.2%0.110%
11/14/2023Tower Research Capital LLC TRC 15,717$0.13M0.0%+870.2%0.026%
11/14/2023Trexquant Investment LP18,986$0.16M0.0%-66.7%0.031%
11/13/2023Algert Global LLC216,153$1.83M0.1%-8.5%0.354%
11/13/2023Northern Trust Corp622,570$5.27M0.0%+2.8%1.019%
11/13/2023Federated Hermes Inc.81,122$0.69M0.0%+5.5%0.133%
11/13/2023Hsbc Holdings PLC54,551$0.46M0.0%-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$0.36M0.0%-32.3%0.070%
11/13/2023Pacific Ridge Capital Partners LLC96,193$0.82M0.2%+34.9%0.157%
11/9/2023Deutsche Bank AG27,555$0.23M0.0%+23.6%0.045%
11/9/2023Citigroup Inc.18,536$0.16M0.0%-66.1%0.030%
11/9/2023UBS Group AG57,110$0.48M0.0%+30.1%0.093%
11/8/2023State 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$0.76M0.0%+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$0.36M0.0%-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%
11/6/2023Assenagon Asset Management S.A.184,386$1.56M0.0%+294.1%0.302%
11/6/2023Los Angeles Capital Management LLC84,950$0.72M0.0%-3.8%0.139%
11/6/2023Victory Capital Management Inc.91,500$0.78M0.0%+7.6%0.150%
10/31/2023Teacher Retirement System of Texas45,098$0.38M0.0%+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$0.25M0.3%N/A0.048%
10/27/2023Allspring Global Investments Holdings LLC9,471$80K0.0%-28.9%0.016%
(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, 178 institutional investors and hedge funds held shares of Heritage Commerce. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($73.07M), BlackRock Inc. ($62.34M), Vanguard Group Inc. ($31.60M), Dimensional Fund Advisors LP ($29.36M), Boston Partners ($18.72M), The Manufacturers Life Insurance Company ($14.95M), and State Street Corp ($14.89M).Learn more on HTBK's institutional investors.

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

72.80% 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 153 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: BlackRock Inc. ($2.55M), Boston Partners ($1.92M), FJ Capital Management LLC ($0.90M), Dimensional Fund Advisors LP ($0.61M), Kennedy Capital Management LLC ($0.52M), Assenagon Asset Management S.A. ($0.48M), and Siena Capital Partners GP LLC ($0.40M).

How much institutional buying is happening at Heritage Commerce?

Institutional investors have bought a total of 17,243,511 shares in the last 24 months. This purchase volume represents approximately $168.57M in transactions.

Which Heritage Commerce major shareholders have been selling company stock?

Of the 101 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: Price T Rowe Associates Inc. MD ($5.74M), Bank of New York Mellon Corp ($0.88M), Northern Trust Corp ($0.48M), Banc Funds Co. LLC ($0.46M), The Manufacturers Life Insurance Company ($0.45M), Granite Investment Partners LLC ($0.44M), and Alliancebernstein L.P. ($0.42M).

How much institutional selling is happening at Heritage Commerce?

Institutional investors have sold a total of 14,368,378 shares in the last 24 months. This volume of shares sold represents approximately $152.40M in transactions.


This page (NASDAQ:HTBK) was last updated on 3/1/2024 by MarketBeat.com Staff