HERITAGE COMMERCE CORP shareholder history

Current and past HERITAGE COMMERCE CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 3230.00%0.00%0.00%Q2 2012Q3 202344
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.00%Q1 2013Q3 202343
DIMENSIONAL FUND ADVISORS LP 42420.01%0.01%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.00%0.00%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.01%0.02%0.04%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
TWO SIGMA ADVISERS, LP 42420.00%0.00%0.01%Q2 2013Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
Renaissance Technologies 3380.00%0.01%0.02%Q2 2013Q3 202341
BANK OF AMERICA CORP /DE/ 3220.00%0.00%0.00%Q2 2013Q3 202340
WELLINGTON MANAGEMENT GROUP LLP 3730.00%0.00%0.01%Q2 2013Q3 202340
ALLIANCEBERNSTEIN L.P. 3360.00%0.00%0.00%Q2 2013Q3 202339
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1320.00%0.00%0.00%Q1 2016Q3 202338
BARCLAYS PLC 2990.00%0.00%0.00%Q2 2013Q3 202338
Citadel Advisors 1610.00%0.00%0.00%Q3 2015Q3 202337
BNP PARIBAS FINANCIAL MARKETS 3010.00%0.00%0.00%Q4 2013Q3 202337
PANAGORA ASSET MANAGEMENT INC 3340.00%0.01%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BANC FUNDS CO LLC 22140.10%0.87%1.33%Q2 2013Q3 202336
ROYAL BANK OF CANADA 3510.00%0.00%0.00%Q3 2013Q3 202336
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.00%0.00%Q1 2015Q3 202335
CREDIT SUISSE AG/ 2610.00%0.00%0.00%Q1 2013Q3 202335
JCSD Capital, LLC 35350.00%2.88%7.18%Q4 2014Q2 202335
TWO SIGMA INVESTMENTS, LP 3220.00%0.01%0.02%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1410.00%0.00%0.02%Q2 2013Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.00%Q2 2013Q2 202133
METROPOLITAN LIFE INSURANCE CO/NY 33330.00%0.00%0.00%Q3 2015Q3 202333
AMERIPRISE FINANCIAL INC 1520.00%0.00%0.01%Q2 2013Q1 202333
Fort Point Capital Partners LLC 33330.01%0.19%0.49%Q3 2015Q3 202333
MILLENNIUM MANAGEMENT LLC 22100.00%0.00%0.01%Q3 2015Q3 202332
VICTORY CAPITAL MANAGEMENT INC 32320.00%0.00%0.00%Q4 2015Q3 202332
MALTESE CAPITAL MANAGEMENT LLC 1560.03%0.61%1.20%Q2 2013Q3 202332
BlackRock Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
FIRST TRUST ADVISORS LP 2920.00%0.00%0.00%Q4 2015Q3 202331
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
TD ASSET MANAGEMENT INC 29290.00%0.00%0.00%Q3 2016Q3 202329
PRICE T ROWE ASSOCIATES INC /MD/ 29290.00%0.01%0.02%Q3 2016Q3 202329
JPMORGAN CHASE & CO 2810.00%0.00%0.00%Q3 2013Q3 202329
STIFEL FINANCIAL CORP 1610.00%0.00%0.01%Q1 2014Q3 202328
Invesco Ltd. 2310.00%0.00%0.00%Q2 2013Q3 202328
Caprock Group, LLC 2610.01%0.03%0.10%Q4 2015Q3 202328
D. E. Shaw & Co., Inc. 2710.00%0.00%0.00%Q2 2013Q3 202328
AIMZ Investment Advisors, LLC 27270.04%0.12%0.21%Q4 2014Q2 202127
BHZ CAPITAL MANAGEMENT, LP 27270.16%0.84%2.02%Q1 2016Q3 202227
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
BRIDGEWAY CAPITAL MANAGEMENT, LLC 14130.00%0.03%0.05%Q2 2013Q3 202327
SVB WEALTH LLC 1980.00%0.02%0.05%Q2 2015Q4 202227
Raymond James Financial Services Advisors, Inc. 1790.00%0.00%0.01%Q4 2015Q3 202326
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1720.00%0.00%0.00%Q2 2013Q1 202226
PNC FINANCIAL SERVICES GROUP, INC. 1310.00%0.00%0.00%Q1 2014Q3 202326
Swiss National Bank 26260.00%0.00%0.00%Q2 2017Q3 202326
VOYA INVESTMENT MANAGEMENT LLC 26260.00%0.00%0.00%Q2 2017Q3 202326
Elizabeth Park Capital Advisors, Ltd. 1790.43%1.84%2.84%Q4 2013Q1 202326
GREAT WEST LIFE ASSURANCE CO /CAN/ 1690.00%0.00%0.00%Q2 2017Q3 202325
BANK OF MONTREAL /CAN/ 2410.00%0.00%0.00%Q2 2014Q3 202125
Russell Investments Group, Ltd. 1620.00%0.00%0.01%Q4 2016Q3 202325
Palouse Capital Management, Inc. 25250.08%0.10%0.13%Q4 2015Q4 202125
MetLife Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Teton Advisors, Inc. 24240.02%0.03%0.05%Q1 2014Q4 201924
One Wealth Advisors, LLC 24240.02%0.07%0.15%Q4 2017Q3 202324
Zurcher Kantonalbank (Zurich Cantonalbank) 24240.00%0.00%0.00%Q4 2017Q3 202324
UBS ASSET MANAGEMENT AMERICAS INC 24240.00%0.00%0.00%Q4 2017Q3 202324
KENNEDY CAPITAL MANAGEMENT LLC 1950.06%0.13%0.25%Q2 2015Q3 202324
TIEDEMANN ADVISORS, LLC 24240.20%0.38%0.70%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
THRIVENT FINANCIAL FOR LUTHERANS 1930.00%0.05%0.09%Q1 2017Q3 202322
US BANCORP \DE\ 1420.00%0.00%0.00%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
GSA CAPITAL PARTNERS LLP 1410.01%0.04%0.10%Q1 2015Q1 202321
ClariVest Asset Management LLC 1020.00%0.02%0.07%Q2 2013Q3 202320
GLOBEFLEX CAPITAL L P 20200.03%0.08%0.17%Q2 2016Q1 202120
Phocas Financial Corp. 1820.04%0.37%0.62%Q2 2013Q4 201820
MARTINGALE ASSET MANAGEMENT L P 1430.00%0.01%0.03%Q4 2014Q3 202320
LOS ANGELES CAPITAL MANAGEMENT LLC 1540.00%0.00%0.01%Q4 2018Q3 202319
JACOBS LEVY EQUITY MANAGEMENT, INC 1030.00%0.01%0.03%Q4 2016Q1 202319
WESTWOOD HOLDINGS GROUP INC 19190.01%0.10%0.16%Q4 2015Q2 202019
Stieven Capital Advisors, L.P. 910.03%1.10%2.35%Q2 2015Q3 202319
Security National Bank 1360.03%1.05%1.91%Q1 2017Q4 202219
QUADRANT CAPITAL GROUP LLC 1720.00%0.00%0.01%Q4 2018Q3 202319
Allianz Asset Management GmbH 19190.00%0.00%0.01%Q3 2015Q1 202019
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Granite Investment Partners, LLC 1080.02%0.28%0.85%Q2 2017Q1 202318
PATRIOT FINANCIAL PARTNERS GP, LP 1410.05%5.90%11.64%Q2 2013Q3 202018
Siena Capital Partners GP, LLC 1620.00%0.98%1.43%Q1 2019Q3 202318
LIBERTY WEALTH MANAGEMENT LLC 1430.00%0.03%0.05%Q2 2019Q3 202317
Squarepoint Ops LLC 610.00%0.00%0.02%Q4 2016Q3 202316
AQR Capital Management 1110.00%0.00%0.00%Q4 2017Q3 202316
Assenagon Asset Management S.A. 610.00%0.01%0.05%Q3 2018Q3 202316
Rosenthal {-} Henry Capital Advisors, Inc. 1511.27%2.25%3.01%Q4 2016Q3 202316
ENDEAVOUR CAPITAL ADVISORS INC 16161.30%1.93%3.00%Q4 2019Q3 202316
SIGNATUREFD, LLC 1510.00%0.00%0.00%Q3 2019Q3 202316
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 880.00%0.00%0.01%Q1 2019Q3 202316
FIRST MANHATTAN CO. LLC. 16160.00%0.01%0.01%Q4 2019Q3 202316
PRUDENTIAL FINANCIAL INC 16160.00%0.00%0.00%Q4 2015Q3 201916
FMR LLC 870.00%0.00%0.00%Q3 2018Q3 202315
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 1050.00%0.00%0.00%Q1 2017Q3 202315
Arizona State Retirement System 15150.00%0.00%0.00%Q1 2020Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
EMERALD MUTUAL FUND ADVISERS TRUST 15150.08%0.09%0.11%Q2 2016Q4 201915
SG Americas Securities, LLC 610.00%0.00%0.01%Q1 2017Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
BESSEMER GROUP INC 1110.00%0.00%0.00%Q3 2016Q2 202314
FJ Capital Management LLC 1130.40%1.82%4.32%Q4 2019Q3 202314
DALTON GREINER HARTMAN MAHER & CO 14140.03%0.05%0.07%Q2 2013Q3 201614
SIMPLEX TRADING, LLC 610.00%0.00%0.00%Q2 2016Q3 202314
FEDERATED HERMES, INC. 820.00%0.00%0.00%Q3 2015Q3 202314
MAI Capital Management 14140.02%0.03%0.04%Q4 2013Q1 201714
CASTLE CREEK CAPITAL PARTNERS IV, LP 14144.28%6.70%24.63%Q2 2013Q3 201614
Lindbrook Capital, LLC 1310.00%0.00%0.00%Q1 2020Q3 202314
AMERICAN CENTURY COMPANIES INC 720.00%0.00%0.00%Q4 2016Q3 202314
Engineers Gate Manager LP 310.01%0.02%0.03%Q2 2018Q3 202314
GUARDIAN INVESTMENT MANAGEMENT 13130.22%0.29%0.38%Q1 2020Q1 202313
Hutchin Hill Capital, LP 13130.02%0.03%0.05%Q3 2013Q3 201613
NISA INVESTMENT ADVISORS, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
Parallel Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Hilton Capital Management, LLC 1010.01%0.08%0.24%Q2 2015Q1 202113
STRS OHIO 1030.00%0.00%0.00%Q2 2013Q3 202313
Glassman Wealth Services 13130.00%0.00%0.00%Q3 2020Q3 202313
Clover Partners, L.P. 13131.98%3.22%4.06%Q2 2013Q2 201613
Enterprise Trust & Investment Co 13130.32%0.45%0.65%Q2 2019Q2 202213
AJ WEALTH STRATEGIES, LLC 13130.04%0.06%0.08%Q2 2020Q2 202313
ACADIAN ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q2 2014Q3 201912
LADENBURG THALMANN FINANCIAL SERVICES INC. 12120.00%0.00%0.00%Q1 2017Q4 201912
Waypoint Wealth Partners Inc. 12120.06%0.11%0.20%Q4 2020Q3 202312
Gemmer Asset Management LLC 12120.00%0.01%0.02%Q2 2018Q1 202112
HoldCo Asset Management, LP 12120.26%0.73%2.24%Q4 2020Q3 202312
MACQUARIE GROUP LTD 1020.00%0.00%0.00%Q1 2018Q3 202212
QS Investors, LLC 12120.00%0.00%0.00%Q1 2018Q4 202012
IFP Advisors, Inc 750.00%0.00%0.01%Q2 2017Q3 202212
MENTA CAPITAL LLC 12120.02%0.16%0.36%Q3 2016Q2 201912
Cubist Systematic Strategies, LLC 610.00%0.00%0.01%Q1 2018Q1 202311
Janney Montgomery Scott LLC 920.00%0.00%0.00%Q4 2019Q3 202211
Penn Capital Management Company, LLC 11110.07%0.20%0.49%Q2 2016Q4 201811
Rafferty Asset Management, LLC 620.00%0.00%0.00%Q2 2020Q3 202311
MEEDER ASSET MANAGEMENT INC 830.00%0.01%0.04%Q1 2017Q2 202011
PDT Partners, LLC 650.01%0.02%0.03%Q2 2017Q3 202211
PRICE MICHAEL F 11110.33%0.56%0.82%Q2 2013Q4 201511
Dynamic Technology Lab Private Ltd 410.02%0.05%0.08%Q3 2016Q2 202011
OXFORD ASSET MANAGEMENT LLP 910.01%0.02%0.04%Q1 2017Q4 201910
LORD, ABBETT & CO. LLC 10100.01%0.01%0.02%Q4 2016Q1 201910
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 510.00%0.00%0.01%Q4 2018Q3 202310
LINCOLN NATIONAL CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 10100.00%0.00%0.00%Q2 2021Q3 202310
Redmond Asset Management, LLC 10100.23%0.45%0.73%Q4 2020Q1 202310
OSTERWEIS CAPITAL MANAGEMENT INC 10100.01%0.01%0.01%Q4 2020Q1 202310
Summit Global Investments 10100.05%0.09%0.11%Q1 2018Q2 202010
SITTNER & NELSON, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
HSBC HOLDINGS PLC 630.00%0.00%0.00%Q3 2019Q3 20239
Winfield Associates, Inc. 990.02%0.02%0.02%Q4 2015Q4 20179
Trexquant Investment LP 310.00%0.02%0.07%Q3 2017Q3 20239
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q3 2017Q3 20239
IndexIQ Advisors LLC 990.01%0.01%0.01%Q1 2020Q1 20229
Johnson Financial Group, Inc. 990.00%0.00%0.00%Q1 2014Q1 20169
ProShare Advisors LLC 320.00%0.00%0.00%Q2 2013Q1 20229
Corient Capital Partners, LLC 990.01%0.01%0.01%Q3 2020Q3 20229
TEACHER RETIREMENT SYSTEM OF TEXAS 810.00%0.00%0.00%Q4 2017Q3 20239
Stone Ridge Asset Management LLC 540.01%0.03%0.05%Q4 2017Q2 20209
Aperio Group, LLC 990.00%0.00%0.00%Q4 2018Q4 20209
CRAMER ROSENTHAL MCGLYNN LLC 990.27%0.48%0.62%Q3 2021Q3 20239
LOOMIS SAYLES & CO L P 880.00%0.00%0.00%Q4 2015Q3 20178
Spark Investment Management LLC 530.01%0.04%0.05%Q3 2015Q4 20198
JANUS HENDERSON GROUP PLC 880.00%0.00%0.00%Q4 2021Q3 20238
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 880.00%0.03%0.08%Q4 2014Q3 20168
PFS Partners, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q2 2021Q1 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.02%0.05%0.18%Q3 2015Q2 20178
TUDOR INVESTMENT CORP ET AL 880.01%0.01%0.02%Q2 2021Q1 20238
RAYMOND JAMES & ASSOCIATES 880.00%0.00%0.00%Q4 2021Q3 20238
Hennion & Walsh Asset Management, Inc. 880.01%0.01%0.02%Q2 2021Q1 20238
Watermark Asset Management, Inc. 880.00%0.00%0.00%Q1 2017Q4 20188
PRINCIPAL FINANCIAL GROUP INC 880.00%0.00%0.00%Q2 2017Q1 20198
rhino investment partners, Inc 881.29%2.30%4.28%Q1 2021Q4 20228
BLACKTHORN INVESTMENT GROUP LLC 520.16%0.50%0.93%Q2 2013Q3 20157
RMB Capital Management, LLC 770.08%0.10%0.12%Q1 2015Q3 20167
PEAK6 Investments LLC 210.00%0.00%0.01%Q3 2018Q1 20217
Financial Gravity Asset Management, Inc. 510.00%0.00%0.01%Q3 2018Q1 20217
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
State of New Jersey Common Pension Fund D 770.00%0.01%0.01%Q1 2022Q3 20237
Municipal Employees' Retirement System of Michigan 430.01%0.02%0.04%Q3 2015Q1 20207
North Star Investment Management Corp. 770.00%0.02%0.06%Q1 2020Q3 20217
GLENMEDE TRUST CO NA 770.00%0.00%0.00%Q4 2018Q2 20207
CAPTRUST FINANCIAL ADVISORS 610.00%0.00%0.00%Q1 2019Q2 20227
MENDON CAPITAL ADVISORS CORP 430.03%0.12%0.20%Q2 2015Q2 20207
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 770.01%0.09%0.10%Q2 2013Q4 20147
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.02%0.03%Q4 2015Q4 20227
MAGEE THOMSON INVESTMENT PARTNERS LLC 770.00%0.00%0.00%Q3 2015Q1 20177
ALGERT GLOBAL LLC 770.01%0.03%0.09%Q1 2022Q3 20237
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Silvant Capital Management LLC 770.03%0.04%0.04%Q2 2018Q4 20197
Monarch Partners Asset Management LLC 770.28%0.82%1.56%Q2 2021Q4 20227
Mirae Asset Global Investments Co., Ltd. 660.00%0.00%0.00%Q2 2022Q3 20236
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
DEPRINCE RACE & ZOLLO INC 660.03%0.08%0.10%Q4 2021Q1 20236
STEVENS CAPITAL MANAGEMENT LP 510.01%0.01%0.01%Q4 2016Q3 20186
PL Capital Advisors, LLC 660.27%0.30%0.36%Q1 2020Q2 20216
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.00%0.01%0.01%Q2 2022Q3 20236
SECOR Capital Advisors, LP 660.02%0.06%0.12%Q4 2016Q1 20186
Acrospire Investment Management LLC 660.01%0.02%0.04%Q1 2016Q2 20176
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 660.02%0.04%0.05%Q2 2019Q3 20206
Brandywine Global Investment Management, LLC 660.00%0.01%0.01%Q1 2022Q2 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
HRT FINANCIAL LP 310.00%0.00%0.01%Q3 2020Q1 20236
WINTON GROUP Ltd 660.00%0.01%0.02%Q2 2019Q3 20206
OCCUDO QUANTITATIVE STRATEGIES LP 660.01%0.02%0.02%Q2 2021Q3 20226
Advisor Group, Inc. 660.00%0.00%0.00%Q3 2018Q4 20196
Allspring Global Investments Holdings, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Man Group plc 660.00%0.01%0.01%Q1 2020Q2 20216
EAGLE GLOBAL ADVISORS LLC 550.00%0.01%0.02%Q4 2014Q4 20155
Allworth Financial LP 210.00%0.00%0.00%Q4 2021Q3 20235
EXANE DERIVATIVES 550.03%0.04%0.06%Q2 2021Q2 20225
Campbell & CO Investment Adviser LLC 320.03%0.06%0.10%Q2 2019Q1 20235
EAM Investors, LLC 410.15%0.23%0.33%Q3 2015Q4 20225
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 550.42%0.81%1.03%Q2 2015Q2 20165
ROYCE & ASSOCIATES LP 320.00%0.01%0.03%Q3 2019Q4 20215
Roaring Blue Lion Capital Management, L.P. 552.51%3.78%4.78%Q2 2013Q2 20145
WEDGE CAPITAL MANAGEMENT L L P/NC 410.00%0.01%0.02%Q1 2015Q2 20235
Lido Advisors, LLC 550.00%0.01%0.02%Q3 2022Q3 20235
CWM, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Point72 Hong Kong Ltd 210.00%0.00%0.00%Q1 2019Q3 20225
PEAK6 Group LLC 210.00%0.00%0.00%Q2 2016Q4 20175
BlackRock Group LTD 550.00%0.00%0.00%Q4 2015Q4 20165
A.R.T. Advisors, LLC 210.01%0.01%0.02%Q1 2018Q4 20195
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.00%0.00%Q4 2014Q2 20175
Connor, Clark & Lunn Investment Management Ltd. 320.00%0.00%0.01%Q4 2016Q4 20195
J.P. Morgan Private Wealth Advisors LLC 320.00%0.00%0.00%Q4 2020Q1 20235
FSI GROUP, LLC 550.41%0.53%0.67%Q2 2013Q2 20145
CORNERCAP INVESTMENT COUNSEL INC 320.09%0.11%0.13%Q1 2019Q3 20225
GUGGENHEIM CAPITAL LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Advisory Services Network, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Boston Partners 410.00%0.01%0.02%Q2 2020Q3 20235
Creative Planning 310.00%0.00%0.00%Q3 2016Q3 20235
Berman Capital Advisors, LLC 550.00%0.00%0.01%Q3 2020Q3 20215
T. Rowe Price Investment Management, Inc. 550.03%0.04%0.06%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q1 2020Q1 20215
Jump Financial, LLC 320.01%0.01%0.02%Q4 2021Q1 20235
Graham Capital Management, L.P. 440.00%0.02%0.03%Q4 2022Q3 20234
Quadrature Capital Ltd 310.00%0.01%0.01%Q2 2021Q2 20234
Rosenberg Matthew Hamilton 440.00%0.00%0.00%Q4 2022Q3 20234
BINGHAM OSBORN & SCARBOROUGH LLC 440.01%0.03%0.06%Q4 2019Q3 20204
BALYASNY ASSET MANAGEMENT L.P. 440.00%0.00%0.00%Q1 2018Q4 20184
BNP Paribas Asset Management Holding S.A. 440.01%0.01%0.01%Q4 2018Q3 20194
Marshall Wace North America L.P. 210.00%0.00%0.01%Q4 2017Q2 20194
WHITTIER TRUST CO 310.00%0.00%0.01%Q4 2019Q3 20224
TFS CAPITAL LLC 210.02%0.05%0.09%Q3 2015Q1 20174
Beacon Pointe Advisors, LLC 440.00%0.00%0.00%Q3 2021Q2 20224
RAMSEY QUANTITATIVE SYSTEMS 440.01%0.03%0.03%Q1 2018Q4 20184
FIRST QUADRANT LLC/CA 220.00%0.01%0.01%Q4 2016Q2 20184
Schonfeld Strategic Advisors LLC 310.00%0.00%0.01%Q4 2019Q3 20224
Quantamental Technologies LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
NewSquare Capital LLC 440.00%0.00%0.00%Q4 2022Q3 20234
MARSHALL WACE, LLP 440.01%0.02%0.03%Q4 2018Q3 20194
LAZARD ASSET MANAGEMENT LLC 310.00%0.00%0.00%Q3 2019Q3 20234
Diversified Trust Co 440.00%0.00%0.01%Q1 2023Q4 20234
Parkside Financial Bank & Trust 440.00%0.00%0.00%Q4 2022Q3 20234
ExodusPoint Capital Management, LP 210.00%0.00%0.00%Q4 2019Q1 20234
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Employees Retirement System of Texas 330.01%0.01%0.01%Q4 2018Q2 20193
THB ASSET MANAGEMENT 330.04%0.06%0.09%Q3 2014Q1 20153
PUTNAM INVESTMENTS LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Legacy Private Trust Co. 330.02%0.02%0.02%Q3 2013Q1 20143
Aquatic Capital Management LLC 110.00%0.00%0.00%Q2 2022Q3 20233
STATE OF WISCONSIN INVESTMENT BOARD 210.00%0.00%0.00%Q2 2022Q1 20233
AJO, LP 330.01%0.01%0.02%Q4 2017Q2 20183
WHITTIER TRUST CO OF NEVADA INC 330.02%0.02%0.02%Q1 2023Q3 20233
BENJAMIN EDWARDS INC 330.01%0.02%0.04%Q4 2020Q2 20213
ALPS ADVISORS INC 210.00%0.00%0.00%Q1 2019Q3 20233
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 330.00%0.00%0.00%Q3 2016Q1 20173
Quarry LP 330.00%0.01%0.02%Q4 2022Q2 20233
SYSTEMATIC FINANCIAL MANAGEMENT LP 330.01%0.02%0.02%Q3 2019Q1 20203
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 330.00%0.00%0.00%Q1 2023Q3 20233
Zweig-DiMenna Associates LLC 330.11%0.58%0.91%Q4 2016Q2 20173
WELD CAPITAL MANAGEMENT LLC 330.05%0.07%0.10%Q1 2020Q3 20203
Mount Capital Ltd 330.63%0.63%0.64%Q4 2022Q2 20233
American Portfolios Advisors 330.01%0.01%0.01%Q4 2020Q2 20213
ZACKS INVESTMENT MANAGEMENT 330.04%0.04%0.04%Q4 2017Q2 20183
RUSSELL FRANK CO/ 210.00%0.00%0.00%Q2 2013Q4 20143
ASSOCIATED BANC-CORP 210.00%0.00%0.00%Q1 2020Q4 20203
Freedom Investment Management, Inc. 210.01%0.01%0.02%Q2 2021Q1 20223
BROWN BROTHERS HARRIMAN & CO 330.00%0.00%0.00%Q2 2022Q4 20223
River Oaks Capital LLC 331.21%1.28%1.33%Q1 2019Q3 20193
Quantbot Technologies LP 330.00%0.01%0.01%Q4 2022Q2 20233
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.01%0.02%Q2 2021Q1 20233
EXCHANGE TRADED CONCEPTS, LLC 330.01%0.01%0.01%Q2 2023Q4 20233
WOLVERINE TRADING, LLC 210.00%0.00%0.00%Q3 2016Q3 20183
SCHUTZ ANTON VILLARS 334.04%4.15%4.22%Q2 2013Q4 20133
Fourthstone LLC 210.26%0.61%1.07%Q3 2020Q3 20233
CREDIT AGRICOLE S A 330.00%0.00%0.00%Q2 2013Q4 20133
ELCO Management Co., LLC 330.23%0.33%0.39%Q4 2019Q2 20203
AIGEN INVESTMENT MANAGEMENT, LP 220.00%0.01%0.01%Q4 2019Q1 20202
LSV ASSET MANAGEMENT 220.00%0.00%0.00%Q2 2015Q3 20152
Calvert Investment Management, Inc. 220.17%0.19%0.21%Q3 2016Q4 20162
Quantitative Systematic Strategies LLC 220.03%0.04%0.05%Q2 2019Q3 20192
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q1 20172
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q2 2013Q2 20172
DEERE & CO 220.02%0.02%0.02%Q2 2016Q3 20162
LPL Financial LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Black Maple Capital Management LP 220.14%0.18%0.22%Q2 2023Q3 20232
Ziegler Capital Management, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
Hillsdale Investment Management Inc. 220.17%0.18%0.19%Q1 2018Q2 20182
WBI INVESTMENTS, LLC 220.02%0.04%0.05%Q1 2018Q2 20182
Valeo Financial Advisors, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
NEXT Financial Group, Inc 110.00%0.00%0.00%Q1 2020Q3 20202
Inspire Investing, LLC 110.00%0.01%0.02%Q4 2017Q1 20202
CIGNA INVESTMENTS INC /NEW 220.02%0.02%0.02%Q1 2018Q2 20182
Pacific Ridge Capital Partners, LLC 220.13%0.16%0.19%Q2 2023Q3 20232
Verition Fund Management LLC 110.00%0.01%0.01%Q4 2016Q1 20232
MUFG Securities EMEA plc 220.01%0.01%0.01%Q4 2018Q1 20192
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
HOVDE CAPITAL ADVISORS LLC 221.40%1.42%1.44%Q3 2013Q4 20132
BUCKINGHAM STRATEGIC WEALTH, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q3 20182
EVERGREEN CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q2 2023Q3 20232
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2019Q2 20232
Fisher Asset Management, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
OneDigital Investment Advisors LLC 220.01%0.01%0.01%Q3 2019Q4 20192
HANCOCK WHITNEY CORP 220.01%0.01%0.01%Q1 2018Q2 20182
Ellevest, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
SHEETS SMITH WEALTH MANAGEMENT 220.08%0.09%0.09%Q1 2018Q2 20182
BANK OF NOVA SCOTIA 220.00%0.00%0.00%Q3 2022Q4 20222
Empowered Funds, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Consector Capital, LP 221.19%1.58%1.96%Q1 2016Q2 20162
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2022Q1 20232
Gladius Capital Management LP 220.00%0.00%0.00%Q2 2023Q3 20232
GROUP ONE TRADING, L.P. 110.00%0.00%0.00%Q2 2021Q2 20211
XTX Topco Ltd 110.04%0.04%0.04%Q2 2021Q2 20211
CITY NATIONAL BANK 110.01%0.01%0.01%Q3 2015Q3 20151
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 110.83%0.83%0.83%Q3 2023Q3 20231
CHICAGO EQUITY PARTNERS LLC 110.01%0.01%0.01%Q3 2015Q3 20151
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
TWO SIGMA SECURITIES, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Gyon Technologies Capital Management, LP 110.08%0.08%0.08%Q4 2022Q4 20221
Olympiad Research LP 110.08%0.08%0.08%Q1 2020Q1 20201
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
BOSTON ADVISORS LLC 110.09%0.09%0.09%Q2 2018Q2 20181
Alberta Investment Management Corp 110.00%0.00%0.00%Q1 2023Q1 20231
C M BIDWELL & ASSOCIATES LTD 110.07%0.07%0.07%Q2 2018Q2 20181
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
EAM Global Investors LLC 110.28%0.28%0.28%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
Point72 Middle East FZE 110.00%0.00%0.00%Q1 2023Q1 20231
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
TORONTO DOMINION BANK 110.00%0.00%0.00%Q1 2023Q1 20231
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
DEAN INVESTMENT ASSOCIATES, LLC 110.24%0.24%0.24%Q2 2017Q2 20171
CADENCE CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q3 2019Q3 20191
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Dean Capital Management 110.49%0.49%0.49%Q2 2017Q2 20171
Numerai GP LLC 110.08%0.08%0.08%Q2 2023Q2 20231
WOLVERINE ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q2 2013Q2 20131
BBT Capital Management, LLC 110.23%0.23%0.23%Q1 2019Q1 20191
ELLINGTON MANAGEMENT GROUP LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q1 2023Q1 20231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.00%0.00%0.00%Q1 2021Q1 20211
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
State of Wyoming 110.02%0.02%0.02%Q2 2022Q2 20221
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Main Street Research LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
CASTINE CAPITAL MANAGEMENT, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q3 2015Q3 20151
Naviter Wealth, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Johanson Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
Monterey Private Wealth, Inc. 110.16%0.16%0.16%Q4 2019Q4 20191
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Watershed Asset Management, L.L.C. 110.29%0.29%0.29%Q3 2023Q3 20231
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Fieldpoint Private Securities, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Ergoteles LLC 110.01%0.01%0.01%Q3 2021Q3 20211
First Allied Advisory Services, Inc. 110.01%0.01%0.01%Q1 2018Q1 20181
Martin Investment Management, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Diametric Capital, LP 110.04%0.04%0.04%Q2 2023Q2 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2022Q3 20221
External links

This page lists all the filers that currently own HERITAGE COMMERCE CORP or have owned HERITAGE COMMERCE CORP in the past.