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HTBK

Heritage Commerce
HTBK

Delisted

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

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63 hedge funds and large institutions have $123M invested in Heritage Commerce in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

7% more funds holding

Funds holding: 59 → 63 (+4)

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.62M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
7
Increased
24
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$2.63M
2
BCM
Basswood Capital Management
New York
+$1.57M
3
HHC
Hutchin Hill Capital
New York
+$556K
4
BCM
Bridgeway Capital Management
Texas
+$500K
5
BFA
BlackRock Fund Advisors
California
+$467K

Top Sellers

Rank Fund Capital Flow
1
RBLCM
Roaring Blue Lion Capital Management
Texas
-$2.66M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.42M
3
MFP
Michael F. Price
-$796K
4
BFC
Banc Funds Company
Illinois
-$262K
5
WAM
Wolverine Asset Management
Illinois
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$562K -$3.34K -462 -0.6%
BIG
27
Blackthorn Investment Group
Kansas
$479K -$95.8K -13,242 -17%
U
28
UBS
Switzerland
$428K -$36.3K -5,018 -8%
HCA
29
Hovde Capital Advisors
Wisconsin
$397K +$375K +51,893 New
Goldman Sachs
30
Goldman Sachs
New York
$389K +$9.4K +1,300 +3%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$287K +$8.79K +1,215 +3%
Renaissance Technologies
32
Renaissance Technologies
New York
$256K -$51.4K -7,100 -18%
Deutsche Bank
33
Deutsche Bank
Germany
$227K +$40K +5,532 +23%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$217K -$1.42K -196 -0.7%
Charles Schwab
35
Charles Schwab
California
$212K -$140K -19,400 -41%
TA
36
Teachers Advisors
New York
$193K -$1.19K -165 -0.6%
SAV
37
Schutz Anton Villars
$187K -$72.3K -10,000 -29%
JP Morgan Chase
38
JP Morgan Chase
New York
$176K +$167K +23,060 New
NFA
39
Nationwide Fund Advisors
Ohio
$162K +$12K +1,664 +9%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$161K +$15.9K +2,200 +12%
Two Sigma Investments
41
Two Sigma Investments
New York
$137K -$2.83K -392 -2%
Morgan Stanley
42
Morgan Stanley
New York
$134K +$26.7K +3,697 +27%
PPA
43
Parametric Portfolio Associates
Washington
$133K +$10.1K +1,391 +9%
AIG
44
American International Group
New York
$107K -$2.36K -326 -2%
BA
45
BlackRock Advisors
Delaware
$105K +$2.95K +408 +3%
CS
46
Credit Suisse
Switzerland
$103K +$98.2K +13,572 New
ProShare Advisors
47
ProShare Advisors
Maryland
$101K -$1.14K -157 -1%
RFC
48
Russell Frank Company
Washington
$98K +$42.6K +5,885 +85%
GC
49
Guggenheim Capital
Illinois
$97K +$2.1K +290 +2%
LPT
50
Legacy Private Trust
Wisconsin
$96K +$91.1K +12,600 New
1
2
3

HTBK Hedge Fund Activity: Q3 2013 in Review

63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2013, worth a combined $123M — up 3% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTBK positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $2.63M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.66M.

  • 63 institutional investors held Heritage Commerce (HTBK) as of Q3 2013, up from 59 in Q2 2013.
  • Funds reported $123M of Heritage Commerce stock for Q3 2013, up 3% quarter-over-quarter.
  • 7 funds opened new Heritage Commerce positions in Q3 2013 and 3 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q3 2013 was Maltese Capital Management, an estimated $2.63M added.
  • The largest Heritage Commerce seller in Q3 2013 was Roaring Blue Lion Capital Management, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2013.