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HTBK

Heritage Commerce
HTBK

Delisted

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

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57 hedge funds and large institutions have $127M invested in Heritage Commerce in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less capital invested

Capital invested by funds: $138M → $127M (-$10.5M)

10% less funds holding

Funds holding: 63 → 57 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$637K
2
TAM
THB Asset Management
Connecticut
+$608K
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$361K
4
Renaissance Technologies
Renaissance Technologies
New York
+$237K
5
PPA
Parametric Portfolio Associates
Washington
+$146K

Top Sellers

Rank Fund Capital Flow
1
FG
FSI Group
Ohio
-$1.27M
2
BIG
Blackthorn Investment Group
Kansas
-$333K
3
MFP
Michael F. Price
-$257K
4
BFA
BlackRock Fund Advisors
California
-$235K
5
Morgan Stanley
Morgan Stanley
New York
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
26
THB Asset Management
Connecticut
$609K +$608K +74,200 New
Stifel Financial
27
Stifel Financial
Missouri
$589K +$120K +14,662 +26%
BIM
28
BlackRock Investment Management
Delaware
$571K -$4.59K -561 -0.8%
U
29
UBS
Switzerland
$459K +$25.2K +3,078 +6%
MCM
30
MAI Capital Management
Ohio
$359K – – –
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$314K +$147 +18 +0%
TA
32
Teton Advisors
New York
$256K – – –
TA
33
Teachers Advisors
New York
$231K – – –
Charles Schwab
34
Charles Schwab
California
$230K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$209K – – –
Deutsche Bank
36
Deutsche Bank
Germany
$191K -$11.2K -1,365 -6%
NFA
37
Nationwide Fund Advisors
Ohio
$175K – – –
Morgan Stanley
38
Morgan Stanley
New York
$173K -$190K -23,171 -52%
Goldman Sachs
39
Goldman Sachs
New York
$167K -$7.35K -898 -4%
CAM
40
ClariVest Asset Management
California
$155K +$120K +14,610 +341%
PPA
41
Parametric Portfolio Associates
Washington
$146K +$146K +17,807 New
Wells Fargo
42
Wells Fargo
California
$137K +$110K +13,400 +405%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$124K -$16.4K -2,000 -12%
Ameriprise
44
Ameriprise
Minnesota
$113K +$111K +13,550 +6,775%
AIG
45
American International Group
New York
$112K -$82 -10 -0.1%
BA
46
BlackRock Advisors
Delaware
$107K -$2.97K -363 -3%
SO
47
STRS Ohio
Ohio
$80K – – –
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$25K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$22K +$20.1K +2,452 +1,226%
Barclays
50
Barclays
United Kingdom
$18K -$21.7K -2,653 -55%
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HTBK Hedge Fund Activity: Q3 2014 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2014, worth a combined $127M — down 7.6% from $138M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTBK and 2 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Maltese Capital Management, adding an estimated $637K. The largest seller was FSI Group, exiting entirely with an estimated $1.27M sold.

  • 57 institutional investors held Heritage Commerce (HTBK) as of Q3 2014, down from 63 in Q2 2014.
  • Funds reported $127M of Heritage Commerce stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 2 funds opened new Heritage Commerce positions in Q3 2014 and 7 closed out, a net change of -5 holders.
  • The largest Heritage Commerce buyer in Q3 2014 was Maltese Capital Management, an estimated $637K added.
  • The largest Heritage Commerce seller in Q3 2014 was FSI Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2014.