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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 $141M invested in Heritage Commerce in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $127M → $141M (+$14.2M)

5% more funds holding

Funds holding: 57 → 60 (+3)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
18
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$667K
2
NFA
Nationwide Fund Advisors
Ohio
+$340K
3
Renaissance Technologies
Renaissance Technologies
New York
+$274K
4
MAM
Martingale Asset Management
Massachusetts
+$191K
5
Morgan Stanley
Morgan Stanley
New York
+$184K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$428K
2
Stifel Financial
Stifel Financial
Missouri
-$190K
3
PFC
Phocas Financial Corp
California
-$128K
4
Ameriprise
Ameriprise
Minnesota
-$113K
5
MCM
Maltese Capital Management
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
26
THB Asset Management
Connecticut
$743K +$85.5K +10,000 +13%
HHC
27
Hutchin Hill Capital
New York
$720K – – –
BIM
28
BlackRock Investment Management
Delaware
$606K -$7.64K -894 -1%
NFA
29
Nationwide Fund Advisors
Ohio
$539K +$340K +39,742 +186%
UBS Group
30
UBS Group
Switzerland
$534K +$518K +60,526 New
Stifel Financial
31
Stifel Financial
Missouri
$437K -$190K -22,279 -31%
MCM
32
MAI Capital Management
Ohio
$386K – – –
Morgan Stanley
33
Morgan Stanley
New York
$377K +$184K +21,490 +102%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$339K +$1.4K +164 +0.4%
TA
35
Teton Advisors
New York
$272K -$3.42K -400 -1%
CAM
36
ClariVest Asset Management
California
$267K +$96.5K +11,284 +60%
TA
37
Teachers Advisors
New York
$248K – – –
Charles Schwab
38
Charles Schwab
California
$247K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$247K +$21.6K +2,525 +10%
MAM
40
Martingale Asset Management
Massachusetts
$198K +$191K +22,304 New
Deutsche Bank
41
Deutsche Bank
Germany
$173K -$31.8K -3,721 -16%
Goldman Sachs
42
Goldman Sachs
New York
$152K -$27.2K -3,181 -16%
Wells Fargo
43
Wells Fargo
California
$148K +$68 +8 +0%
EGA
44
Eagle Global Advisors
Texas
$146K +$141K +16,500 New
PPA
45
Parametric Portfolio Associates
Washington
$143K -$13.9K -1,622 -9%
AIA
46
AIMZ Investment Advisors
California
$138K +$134K +15,639 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$132K -$855 -100 -0.7%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$120K +$89.8K +10,498 +339%
AIG
49
American International Group
New York
$116K -$4.43K -518 -4%
BA
50
BlackRock Advisors
Delaware
$110K -$4.83K -565 -4%
1
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HTBK Hedge Fund Activity: Q4 2014 in Review

60 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2014, worth a combined $141M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTBK positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $667K. The largest seller was Michael F. Price, cutting an estimated $428K.

  • 60 institutional investors held Heritage Commerce (HTBK) as of Q4 2014, up from 57 in Q3 2014.
  • Funds reported $141M of Heritage Commerce stock for Q4 2014, up 11% quarter-over-quarter.
  • 8 funds opened new Heritage Commerce positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $667K added.
  • The largest Heritage Commerce seller in Q4 2014 was Michael F. Price, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2014.