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HEOP

Heritage Oaks Bancorp
HEOP

Delisted

HEOP was delisted on the 31st of March, 2017.

71 hedge funds and large institutions have $292M invested in Heritage Oaks Bancorp in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $274M → $292M (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 8071 (-9)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
24
Reduced
20
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$49.6M
GLAM
2
Gardner Lewis Asset Management
Pennsylvania
$29.9M +$18.2M +1,373,510 +159%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9M +$1.18M +89,204 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$22.8M -$26.1K -1,970 -0.1%
BlackRock
5
BlackRock
New York
$16.3M +$16.1M +1,212,712 +26,836%
PFC
6
Phocas Financial Corp
California
$13.7M -$1.82M -137,551 -12%
Vanguard Group
7
Vanguard Group
Pennsylvania
$13.4M +$1.18M +89,381 +10%
SCA
8
Stieven Capital Advisors
Missouri
$10.5M -$1.69M -127,300 -14%
CRC
9
Curi RMB Capital
Illinois
$10.1M +$2.72M +204,950 +37%
WIC
10
Water Island Capital
New York
$9.3M +$2.26M +170,593 +32%
AA
11
AQR Arbitrage
Connecticut
$9.07M +$527K +39,772 +6%
MCA
12
Mendon Capital Advisors
Florida
$6.78M +$6.73M +507,720 New
BCM
13
Basswood Capital Management
New York
$6.72M
MF
14
Magnetar Financial
Illinois
$5.57M +$5.53M +417,181 New
State Street
15
State Street
Massachusetts
$4.64M -$336K -25,354 -7%
TAM
16
THB Asset Management
Connecticut
$4.56M -$5.5M -414,727 -55%
BCM
17
Bridgeway Capital Management
Texas
$3.57M
Renaissance Technologies
18
Renaissance Technologies
New York
$3.48M -$209K -15,800 -6%
Northern Trust
19
Northern Trust
Illinois
$3.29M +$24.6K +1,854 +0.8%
MFP
20
Michael F. Price
$3.06M -$7.56M -570,629 -71%
BCM
21
BHZ Capital Management
California
$2.87M +$593K +44,743 +26%
Deutsche Bank
22
Deutsche Bank
Germany
$2.8M +$161K +12,121 +6%
GCIA
23
Gabelli & Co Investment Advisers
New York
$2.61M +$2.59M +195,405 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.6M +$320K +24,142 +14%
KAM
25
Kassirer Asset Management
Ontario, Canada
$2.36M +$464K +35,000 +25%

HEOP Hedge Fund Activity: Q1 2017 in Review

71 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Heritage Oaks Bancorp (HEOP) for Q1 2017, worth a combined $292M — up 6.5% from $274M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HEOP and 17 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 24 added.

The largest buyer was Gardner Lewis Asset Management, adding an estimated $18.2M. The largest seller was Banc Funds Company, exiting entirely with an estimated $22.1M sold.

  • 71 institutional investors held Heritage Oaks Bancorp (HEOP) as of Q1 2017, down from 80 in Q4 2016.
  • Funds reported $292M of Heritage Oaks Bancorp stock for Q1 2017, up 6.5% quarter-over-quarter.
  • 17 funds opened new Heritage Oaks Bancorp positions in Q1 2017 and 20 closed out, a net change of -3 holders.
  • The largest Heritage Oaks Bancorp buyer in Q1 2017 was Gardner Lewis Asset Management, an estimated $18.2M added.
  • The largest Heritage Oaks Bancorp seller in Q1 2017 was Banc Funds Company, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2017.