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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 $138M invested in Heritage Commerce in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $130M → $138M (+$7.63M)

5% more funds holding

Funds holding: 60 → 63 (+3)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
5
Increased
22
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.53M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
+$605K
3
Stifel Financial
Stifel Financial
Missouri
+$117K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$114K
5
Morgan Stanley
Morgan Stanley
New York
+$107K

Top Sellers

Rank Fund Capital Flow
1
RBLCM
Roaring Blue Lion Capital Management
Texas
-$2.48M
2
MFP
Michael F. Price
-$943K
3
PFC
Phocas Financial Corp
California
-$694K
4
BFA
BlackRock Fund Advisors
California
-$461K
5
BCM
Bridgeway Capital Management
Texas
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$683K +$21.9K +2,702 +3%
HHC
27
Hutchin Hill Capital
New York
$666K +$810 +100 +0.1%
BIM
28
BlackRock Investment Management
Delaware
$572K -$17.7K -2,181 -3%
Renaissance Technologies
29
Renaissance Technologies
New York
$537K +$101K +12,455 +23%
Stifel Financial
30
Stifel Financial
Missouri
$467K +$117K +14,394 +34%
U
31
UBS
Switzerland
$431K -$37.3K -4,611 -8%
Morgan Stanley
32
Morgan Stanley
New York
$361K +$107K +13,259 +43%
MCM
33
MAI Capital Management
Ohio
$357K – – –
BIG
34
Blackthorn Investment Group
Kansas
$333K – – –
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$312K +$5.67K +700 +2%
TA
36
Teton Advisors
New York
$255K – – –
TA
37
Teachers Advisors
New York
$230K +$23.1K +2,847 +11%
Charles Schwab
38
Charles Schwab
California
$228K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$208K -$332 -41 -0.2%
Deutsche Bank
40
Deutsche Bank
Germany
$202K -$71.5K -8,826 -26%
NFA
41
Nationwide Fund Advisors
Ohio
$174K +$1.08K +133 +0.6%
Goldman Sachs
42
Goldman Sachs
New York
$174K +$22.8K +2,811 +15%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$140K – – –
GC
44
Guggenheim Capital
Illinois
$124K -$10.9K -1,341 -8%
AIG
45
American International Group
New York
$111K -$4.38K -541 -4%
BA
46
BlackRock Advisors
Delaware
$109K -$14.7K -1,819 -12%
CS
47
Credit Suisse
Switzerland
$94K -$161K -19,881 -63%
ProShare Advisors
48
ProShare Advisors
Maryland
$82K -$89.4K -11,043 -52%
SO
49
STRS Ohio
Ohio
$79K – – –
Barclays
50
Barclays
United Kingdom
$39K +$22.6K +2,787 +136%
1
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HTBK Hedge Fund Activity: Q2 2014 in Review

63 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2014, worth a combined $138M — up 5.9% from $130M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HTBK positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.53M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.48M.

  • 63 institutional investors held Heritage Commerce (HTBK) as of Q2 2014, up from 60 in Q1 2014.
  • Funds reported $138M of Heritage Commerce stock for Q2 2014, up 5.9% quarter-over-quarter.
  • 5 funds opened new Heritage Commerce positions in Q2 2014 and 2 closed out, a net change of +3 holders.
  • The largest Heritage Commerce buyer in Q2 2014 was Maltese Capital Management, an estimated $1.53M added.
  • The largest Heritage Commerce seller in Q2 2014 was Roaring Blue Lion Capital Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2014.