Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
63 hedge funds and large institutions have $148M invested in Heritage Commerce in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
5% more funds holding
Funds holding: 60 → 63 (+3)
5% more capital invested
Capital invested by funds: $141M → $148M (+$6.63M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.85M |
| 2 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$641K |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$550K |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$327K |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$1.97M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$181K |
| 3 |
MFP
Michael F. Price
|
-$169K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$158K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$156K |
HTBK Hedge Fund Activity: Q1 2015 in Review
63 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2015, worth a combined $148M — up 4.7% from $141M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HTBK positions and 5 closed out — a net gain of 3 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $1.85M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $1.97M sold.
- 63 institutional investors held Heritage Commerce (HTBK) as of Q1 2015, up from 60 in Q4 2014.
- Funds reported $148M of Heritage Commerce stock for Q1 2015, up 4.7% quarter-over-quarter.
- 8 funds opened new Heritage Commerce positions in Q1 2015 and 5 closed out, a net change of +3 holders.
- The largest Heritage Commerce buyer in Q1 2015 was Curi RMB Capital, an estimated $1.85M added.
- The largest Heritage Commerce seller in Q1 2015 was Basswood Capital Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2015.