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HTBK

Heritage Commerce
HTBK

Delisted

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

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59 hedge funds and large institutions have $133M invested in Heritage Commerce in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

8% more capital invested

Capital invested by funds: $123M → $133M (+$10.2M)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6% less funds holding

Funds holding: 63 → 59 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
3
Increased
22
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$368K
2
MCM
MAI Capital Management
Ohio
+$340K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$306K
4
CP
Clover Partners
Texas
+$230K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$123K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$951K
2
RBLCM
Roaring Blue Lion Capital Management
Texas
-$940K
3
Goldman Sachs
Goldman Sachs
New York
-$240K
4
JP Morgan Chase
JP Morgan Chase
New York
-$176K
5
BFA
BlackRock Fund Advisors
California
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$652K +$848 +109 +0.1%
BIM
27
BlackRock Investment Management
Delaware
$590K -$13.9K -1,788 -2%
BIG
28
Blackthorn Investment Group
Kansas
$487K -$27K -3,473 -6%
U
29
UBS
Switzerland
$465K +$2.55K +328 +0.6%
MCM
30
MAI Capital Management
Ohio
$360K +$340K +43,716 New
HCA
31
Hovde Capital Advisors
Wisconsin
$357K -$66.8K -8,589 -17%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$309K – – –
Renaissance Technologies
33
Renaissance Technologies
New York
$276K +$778 +100 +0.3%
Charles Schwab
34
Charles Schwab
California
$230K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$219K -$14.4K -1,850 -7%
Morgan Stanley
36
Morgan Stanley
New York
$211K +$63.7K +8,182 +47%
TA
37
Teachers Advisors
New York
$208K – – –
CS
38
Credit Suisse
Switzerland
$193K +$76.7K +9,855 +73%
SAV
39
Schutz Anton Villars
$186K -$14.7K -1,891 -8%
NFA
40
Nationwide Fund Advisors
Ohio
$175K – – –
Goldman Sachs
41
Goldman Sachs
New York
$165K -$240K -30,830 -61%
PPA
42
Parametric Portfolio Associates
Washington
$147K +$3.34K +429 +2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$142K -$31.1K -4,000 -19%
Citigroup
44
Citigroup
New York
$121K +$73.2K +9,407 +181%
BA
45
BlackRock Advisors
Delaware
$120K +$6.43K +826 +6%
AIG
46
American International Group
New York
$114K -$1.07K -138 -1%
GC
47
Guggenheim Capital
Illinois
$111K +$6.09K +783 +6%
LPT
48
Legacy Private Trust
Wisconsin
$104K – – –
Deutsche Bank
49
Deutsche Bank
Germany
$80K -$156K -20,006 -67%
SO
50
STRS Ohio
Ohio
$80K -$8.56K -1,100 -10%
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HTBK Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2013, worth a combined $133M — up 8.3% from $123M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTBK and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was Vanguard Group, adding an estimated $368K. The largest seller was Michael F. Price, cutting an estimated $951K.

  • 59 institutional investors held Heritage Commerce (HTBK) as of Q4 2013, down from 63 in Q3 2013.
  • Funds reported $133M of Heritage Commerce stock for Q4 2013, up 8.3% quarter-over-quarter.
  • 3 funds opened new Heritage Commerce positions in Q4 2013 and 7 closed out, a net change of -4 holders.
  • The largest Heritage Commerce buyer in Q4 2013 was Vanguard Group, an estimated $368K added.
  • The largest Heritage Commerce seller in Q4 2013 was Michael F. Price, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2013.