Heritage Oaks Bancorp: Ownership
| Ownership Information |
| Shares Outstanding |
8.00 Mil | | Institutional Ownership (%) | 13.30 | | Top 10 Institutions (%) | 14.30 | | Mutual Fund Ownership (%) | .00 | | 5%/Insider Ownership (%) | 23.41 | | Float (%) | 76.59 |
| Ownership Activity |
| Description | # of Holders | Shares |
| Total Positions |
9 | 1,063,615 | | New Positions | 2 | 0 | | Soldout Positions | 4 | 0 | | Net Position Change | -2 | -125,926 | | Buyers | 3 | 70,295 | | Sellers | 5 | -196,221 |
| advertisement |
|
|
|---|
| Institution Name |
Shs Held |
Shs Chg |
%Chg |
$Chg* |
%Out |
%Port |
Rpt Date |
| The Banc Funds Company, L.L.C. |
662,845 |
0 |
0.0 |
729,130 |
8.5 |
1.2 |
09-30-09 |
| Wellington Management Company, LLP |
131,598 |
10,295 |
8.5 |
209,101 |
1.7 |
0.0 |
09-30-09 |
| Barrett Associates, Inc. |
100,000 |
0 |
0.0 |
110,000 |
1.3 |
0.1 |
09-30-09 |
| MFC Global Investment Management (US), LLC |
99,950 |
0 |
0.0 |
109,946 |
1.3 |
0.0 |
09-30-09 |
| Northaven Management, Inc. |
45,000 |
45,000 |
100.0 |
330,750 |
0.6 |
0.3 |
09-30-09 |
| Sandler O'Neill Asset Management, L.L.C. |
15,000 |
15,000 |
100.0 |
110,250 |
0.2 |
0.0 |
09-30-09 |
| Lotsoff Capital Management |
4,800 |
-2,900 |
-37.7 |
-32,595 |
0.1 |
0.0 |
12-31-09 |
| California Public Employees' Retirement System |
3,897 |
0 |
0.0 |
4,287 |
0.1 |
0.0 |
09-30-09 |
| Wells Fargo Securities, LLC |
525 |
0 |
0.0 |
578 |
0.0 |
0.0 |
09-30-09 |
| I. G. Investment Management, Ltd. |
0 |
-192,499 |
-100.0 |
-798,871 |
0.0 |
0.0 |
06-30-09 |
| UBS Securities LLC |
0 |
-622 |
-100.0 |
-3,888 |
0.0 |
0.0 |
09-30-09 |
| Deutsche Asset Management Americas |
0 |
-100 |
-100.0 |
-625 |
0.0 |
0.0 |
09-30-09 |
| Credit Suisse Asset Management, LLC (US) |
0 |
-100 |
-100.0 |
-625 |
0.0 |
0.0 |
09-30-09 |
- *Category Headings:
- Shs Held - shares held at report date
- Shs Chg - position change within reporting period
- %Chg - % change
- $Chg - market value of the position change
- %Out - % of shares outstanding
- %Port - % Portfolio
- Rpt Date - report date
Page generated 2/10/2010 5:18 AM Eastern Time