Heritage Commerce Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.23 M | $81.32 M | 100.00% | 13.43% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 3.64 M | $35.92 M | -39.30% | 5.93% |
| VANGUARD GROUP INC | 11/13/2024 | 3.43 M | $33.86 M | 2.81% | 5.59% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.26 M | $32.23 M | 6.93% | 5.32% |
| JPMORGAN CHASE & CO | 11/08/2024 | 2.31 M | $22.85 M | -1.37% | 3.77% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 2.03 M | $20.09 M | 100.00% | 3.32% |
| STATE STREET CORP | 11/14/2024 | 1.97 M | $19.42 M | 3.24% | 3.21% |
| BOSTON PARTNERS | 11/12/2024 | 1.54 M | $15.11 M | -12.33% | 2.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.42 M | $14.05 M | 0.18% | 2.32% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 1.32 M | $13.01 M | -2.87% | 2.15% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.09 M | $10.80 M | 18.63% | 1.78% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.02 M | $10.09 M | 2.28% | 1.67% |
| ATEGRA CAPITAL MANAGEMENT, LLC | 11/13/2024 | 847,801 | $8.38 B | 100.00% | 1.38% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2024 | 711,170 | $7.03 M | -5.39% | 1.16% |
| CARTESIAN GROWTH CORP | 11/14/2024 | 648,286 | $6.41 M | 0.00% | 1.06% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/14/2024 | 621,688 | $6.14 M | -4.56% | 1.01% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 585,175 | $5.78 M | -37.26% | 0.95% |
| MORGAN STANLEY | 11/14/2024 | 567,893 | $5.61 M | 8.99% | 0.93% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 508,506 | $5.02 M | 0.17% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 497,859 | $4.92 M | 6.53% | 0.81% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 496,190 | $4.90 M | 1.41% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 473,514 | $4.68 M | -5.66% | 0.77% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 467,802 | $4.62 M | -15.13% | 0.76% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 455,622 | $4.50 M | -16.32% | 0.74% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2024 | 400,009 | $3.95 M | 0.00% | 0.65% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 367,106 | $3.63 M | -18.26% | 0.60% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 316,867 | $3.13 M | -0.96% | 0.52% |
| EJF CAPITAL LLC | 11/14/2024 | 294,490 | $2.91 M | 39.54% | 0.48% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 292,785 | $2.89 M | -71.42% | 0.48% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 283,197 | $2.80 M | 2.77% | 0.46% |
| BANC FUNDS CO LLC | 11/14/2024 | 272,839 | $2.70 M | -36.35% | 0.45% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 265,905 | $2.63 M | -3.76% | 0.43% |
| CITADEL ADVISORS LLC | 11/14/2024 | 262,674 | $2.60 M | 219.53% | 0.43% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 257,400 | $2.54 M | -6.94% | 0.42% |
| BARCLAYS PLC | 11/19/2024 | 216,439 | $2.14 M | 7.16% | 0.35% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11/08/2024 | 216,208 | $2.14 M | 98.58% | 0.35% |
| JOHN W. ROSENTHAL CAPITAL MANAGEMENT, INC. | 10/29/2024 | 203,837 | $2.01 M | 2.13% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 188,744 | $1.86 M | 56.67% | 0.31% |
| INVESCO LTD. | 11/12/2024 | 176,609 | $1.74 M | -25.77% | 0.29% |
| CLARIVEST ASSET MANAGEMENT LLC | 11/12/2024 | 165,108 | $1.44 M | 0.00% | 0.27% |
| ATOM INVESTORS LP | 11/14/2024 | 159,535 | $1.58 M | -44.45% | 0.26% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 150,733 | $1.49 M | 5.34% | 0.25% |
| CERITY PARTNERS LLC | 11/12/2024 | 146,349 | $1.45 M | 17.02% | 0.24% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 129,174 | $1.28 M | 54.64% | 0.21% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 127,528 | $1.26 M | 49.40% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 119,875 | $1.18 M | -9.38% | 0.20% |
| LIDO ADVISORS, LLC | 11/14/2024 | 118,397 | $1.17 M | -2.87% | 0.19% |
| SWISS NATIONAL BANK | 11/07/2024 | 113,700 | $1.12 M | -5.56% | 0.19% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 112,800 | $1.11 M | -1.05% | 0.18% |
| JANE STREET GROUP, LLC | 11/15/2024 | 103,596 | $1.02 M | 55.55% | 0.17% |
Heritage Commerce Corpinstitutional Ownership - FAQ's
During the previous two years, 223 institutional investors and hedge funds held shares of Heritage Commerce Corp. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.23 M
FJ Capital Management LLC: 3.64 M
VANGUARD GROUP INC: 3.43 M
DIMENSIONAL FUND ADVISORS LP: 3.26 M
JPMORGAN CHASE & CO: 2.31 M
WELLINGTON MANAGEMENT GROUP LLP: 2.03 M
76.69% of Heritage Commerce Corp stock is owned by institutional investors.
Institutional investors have bought a total of 61.37 M shares in the last 24 months. This purchase volume represents approximately $588.52 M in transactions.