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HTBK

Heritage Commerce
HTBK

Delisted

HTBK was delisted on the 17th of April, 2026.

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195 hedge funds and large institutions have $643M invested in Heritage Commerce in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $593M → $643M (+$49.9M)

3% more ownership

Funds ownership: 80.71% → 83.7% (+3%)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 200 → 195 (-5)

Holders
195
Holders Change
-5
Holders Change %
-2.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
73
Reduced
54
Closed
36
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$204K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.3M
2
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$10M
3
Millennium Management
Millennium Management
New York
+$9.41M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.36M
5
State Street
State Street
Massachusetts
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
VI
Versor Investments
New York
-$7.96M
2
N
Nuveen
North Carolina
-$6.28M
3
Goldman Sachs
Goldman Sachs
New York
-$5.45M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.52M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.34M +$37.9K +2,983 +0.6%
AA
27
ABC Arbitrage
France
$5.82M -$1.45M -114,336 -20%
AllianceBernstein
28
AllianceBernstein
Tennessee
$5.75M -$3.61M -284,144 -37%
VPM
29
Vanguard Portfolio Management
Pennsylvania
$5.53M +$5.63M +443,363 New
Morgan Stanley
30
Morgan Stanley
New York
$5.44M +$119K +9,334 +2%
UBS Group
31
UBS Group
Switzerland
$5.29M +$1.6M +125,599 +42%
VFT
32
Vanguard Fiduciary Trust
Pennsylvania
$4.98M +$5.06M +398,722 New
Renaissance Technologies
33
Renaissance Technologies
New York
$4.87M -$949K -74,700 -16%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$4.84M +$109K +8,607 +2%
PCM
35
Prelude Capital Management
New York
$4.53M +$4.61M +363,251 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$4.39M +$3.51M +276,201 +365%
Jane Street
37
Jane Street
New York
$4.14M +$1.34M +105,761 +47%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.99M -$109K -8,546 -3%
Allianz Asset Management
39
Allianz Asset Management
Germany
$3.75M – – –
Squarepoint
40
Squarepoint
New York
$3.5M +$3.56M +280,224 New
JAM
41
Jacobs Asset Management
New York
$3.28M +$794K +62,500 +31%
Creative Planning
42
Creative Planning
Kansas
$2.88M +$57.7K +4,541 +2%
Citadel Advisors
43
Citadel Advisors
Florida
$2.69M -$1.36M -106,955 -33%
Bank of America
44
Bank of America
North Carolina
$2.63M +$1.28M +100,411 +91%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.63M – – –
GCL
46
Glazer Capital LLC
New York
$2.42M +$2.46M +193,851 New
RHCA
47
Rosenthal Henry Capital Advisors
Indiana
$2.37M +$3.43K +270 +0.1%
Cerity Partners
48
Cerity Partners
New York
$2.16M -$74.7K -5,880 -3%
N
49
Nuveen
North Carolina
$2.14M -$6.28M -494,680 -74%
Barclays
50
Barclays
United Kingdom
$1.77M -$865K -68,122 -32%
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HTBK Hedge Fund Activity: Q1 2026 in Review

195 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2026, worth a combined $643M — up 8.4% from $593M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HTBK and 35 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 73 added.

The largest buyer was Citigroup, adding an estimated $12.3M. The largest seller was Versor Investments, cutting an estimated $7.96M.

  • 195 institutional investors held Heritage Commerce (HTBK) as of Q1 2026, down from 200 in Q4 2025.
  • Funds reported $643M of Heritage Commerce stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 35 funds opened new Heritage Commerce positions in Q1 2026 and 36 closed out, a net change of -1 holder.
  • The largest Heritage Commerce buyer in Q1 2026 was Citigroup, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q1 2026 was Versor Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q1 2026.