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HTBK

Heritage Commerce
HTBK

Delisted

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

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60 hedge funds and large institutions have $130M invested in Heritage Commerce in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2% more funds holding

Funds holding: 59 → 60 (+1)

2% less capital invested

Capital invested by funds: $133M → $130M (-$3.27M)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
1.73%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
6
Increased
25
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.8M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
+$394K
3
TA
Teton Advisors
New York
+$253K
4
CP
Clover Partners
Texas
+$233K
5
Deutsche Bank
Deutsche Bank
Germany
+$193K

Top Sellers

Rank Fund Capital Flow
1
RBLCM
Roaring Blue Lion Capital Management
Texas
-$2.45M
2
FG
FSI Group
Ohio
-$721K
3
PFC
Phocas Financial Corp
California
-$290K
4
BFC
Banc Funds Company
Illinois
-$215K
5
Northern Trust
Northern Trust
Illinois
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$652K +$14.3K +1,767 +2%
BIM
27
BlackRock Investment Management
Delaware
$582K +$4.8K +593 +0.8%
U
28
UBS
Switzerland
$463K +$8.22K +1,015 +2%
Renaissance Technologies
29
Renaissance Technologies
New York
$429K +$160K +19,716 +59%
MCM
30
MAI Capital Management
Ohio
$352K – – –
Stifel Financial
31
Stifel Financial
Missouri
$344K +$346K +42,776 New
BIG
32
Blackthorn Investment Group
Kansas
$328K -$149K -18,409 -31%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$302K – – –
Deutsche Bank
34
Deutsche Bank
Germany
$270K +$193K +23,831 +243%
CS
35
Credit Suisse
Switzerland
$254K +$65.2K +8,057 +34%
TA
36
Teton Advisors
New York
$251K +$253K +31,200 New
Morgan Stanley
37
Morgan Stanley
New York
$249K +$43.6K +5,388 +21%
Charles Schwab
38
Charles Schwab
California
$225K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$206K -$8.26K -1,020 -4%
TA
40
Teachers Advisors
New York
$204K – – –
NFA
41
Nationwide Fund Advisors
Ohio
$171K – – –
ProShare Advisors
42
ProShare Advisors
Maryland
$170K +$171K +21,066 New
Goldman Sachs
43
Goldman Sachs
New York
$149K -$12.5K -1,549 -8%
PPA
44
Parametric Portfolio Associates
Washington
$143K – – –
Two Sigma Advisers
45
Two Sigma Advisers
New York
$139K -$810 -100 -0.6%
GC
46
Guggenheim Capital
Illinois
$133K +$24.2K +2,986 +22%
BA
47
BlackRock Advisors
Delaware
$122K +$4.89K +604 +4%
AIG
48
American International Group
New York
$114K +$2.75K +340 +2%
LPT
49
Legacy Private Trust
Wisconsin
$102K – – –
SO
50
STRS Ohio
Ohio
$78K – – –
1
2
3

HTBK Hedge Fund Activity: Q1 2014 in Review

60 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2014, worth a combined $130M — down 2.5% from $133M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HTBK positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.8M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.45M.

  • 60 institutional investors held Heritage Commerce (HTBK) as of Q1 2014, up from 59 in Q4 2013.
  • Funds reported $130M of Heritage Commerce stock for Q1 2014, down 2.5% quarter-over-quarter.
  • 6 funds opened new Heritage Commerce positions in Q1 2014 and 3 closed out, a net change of +3 holders.
  • The largest Heritage Commerce buyer in Q1 2014 was Maltese Capital Management, an estimated $1.8M added.
  • The largest Heritage Commerce seller in Q1 2014 was Roaring Blue Lion Capital Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q1 2014.