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HTBK

Heritage Commerce
HTBK

Delisted

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

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81 hedge funds and large institutions have $204M invested in Heritage Commerce in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $161M → $204M (+$43.5M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

11% more funds holding

Funds holding: 73 → 81 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
2
BIT
BlackRock Institutional Trust
California
+$4.46M
3
Morgan Stanley
Morgan Stanley
New York
+$1.97M
4
EI
EAM Investors
California
+$1.96M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$4.22M
2
SCA
Stieven Capital Advisors
Missouri
-$2.41M
3
CP
Clover Partners
Texas
-$1.85M
4
MFP
Michael F. Price
-$1.46M
5
KCM
Kennedy Capital Management
Missouri
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$1.53M +$218K +20,278 +18%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$1.43M +$93.9K +8,744 +7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.23M -$147K -13,658 -11%
DGHMC
29
Dalton, Greiner, Hartman, Maher & Co
New York
$1.2M -$25.4K -2,368 -2%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.06M – – –
TCIM
31
TIAA CREF Investment Management
New York
$1.05M – – –
Deutsche Bank
32
Deutsche Bank
Germany
$1.03M +$743K +69,145 +320%
BIM
33
BlackRock Investment Management
Delaware
$985K +$68.9K +6,412 +8%
HHC
34
Hutchin Hill Capital
New York
$957K – – –
SW
35
SVB Wealth
Massachusetts
$819K – – –
CNB
36
City National Bank
California
$738K +$699K +65,083 New
FPCP
37
Fort Point Capital Partners
California
$722K +$684K +63,682 New
PAPAIJV
38
Paragon Associates & Paragon Associates II Joint Venture
Texas
$680K +$107K +10,000 +20%
UBS Group
39
UBS Group
Switzerland
$648K +$151K +14,037 +33%
EGA
40
Eagle Global Advisors
Texas
$637K +$51.7K +4,810 +9%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$594K -$79.1K -7,361 -12%
LSV Asset Management
42
LSV Asset Management
Illinois
$594K – – –
MCA
43
Mendon Capital Advisors
Florida
$589K -$32.2K -3,000 -5%
HCM
44
Hilton Capital Management
New York
$589K +$398K +37,041 +249%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$502K +$63.4K +5,900 +15%
MCM
46
MAI Capital Management
Ohio
$496K – – –
Stifel Financial
47
Stifel Financial
Missouri
$495K -$35.2K -3,278 -7%
Millennium Management
48
Millennium Management
New York
$441K +$418K +38,870 New
SIM
49
Spark Investment Management
New York
$399K +$378K +35,200 New
CEP
50
Chicago Equity Partners
Illinois
$378K +$358K +33,320 New
1
2
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HTBK Hedge Fund Activity: Q3 2015 in Review

81 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2015, worth a combined $204M — up 27% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.65M. The largest seller was Maltese Capital Management, cutting an estimated $4.22M.

  • 81 institutional investors held Heritage Commerce (HTBK) as of Q3 2015, up from 73 in Q2 2015.
  • Funds reported $204M of Heritage Commerce stock for Q3 2015, up 27% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q3 2015 and 10 closed out, a net change of +8 holders.
  • The largest Heritage Commerce buyer in Q3 2015 was Vanguard Group, an estimated $4.65M added.
  • The largest Heritage Commerce seller in Q3 2015 was Maltese Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2015.