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HTBK

Heritage Commerce
HTBK

Delisted

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

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90 hedge funds and large institutions have $215M invested in Heritage Commerce in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

11% more funds holding

Funds holding: 81 → 90 (+9)

6% more capital invested

Capital invested by funds: $204M → $215M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$5.02M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.79M
3
WHG
Westwood Holdings Group
Texas
+$1.35M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$905K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.9M
2
MCM
Maltese Capital Management
New York
-$1.05M
3
CP
Clover Partners
Texas
-$961K
4
Deutsche Bank
Deutsche Bank
Germany
-$735K
5
LSV Asset Management
LSV Asset Management
Illinois
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$1.7M – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.59M +$269K +24,452 +22%
WHG
28
Westwood Holdings Group
Texas
$1.47M +$1.35M +122,510 New
Wellington Management Group
29
Wellington Management Group
Massachusetts
$1.38M -$10.9M -989,809 -90%
DGHMC
30
Dalton, Greiner, Hartman, Maher & Co
New York
$1.25M -$17.7K -1,608 -2%
PAPAIJV
31
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.2M +$440K +40,000 +67%
Millennium Management
32
Millennium Management
New York
$1.19M +$662K +60,204 +155%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.11M – – –
BIM
34
BlackRock Investment Management
Delaware
$1.07M +$31.6K +2,873 +3%
HHC
35
Hutchin Hill Capital
New York
$1.01M – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$996K +$905K +82,232 +7,132%
TCIM
37
TIAA CREF Investment Management
New York
$866K -$218K -19,814 -21%
SW
38
SVB Wealth
Massachusetts
$863K – – –
FPCP
39
Fort Point Capital Partners
California
$762K – – –
Victory Capital Management
40
Victory Capital Management
Texas
$750K +$690K +62,725 New
HCM
41
Hilton Capital Management
New York
$749K +$118K +10,768 +21%
UBS Group
42
UBS Group
Switzerland
$721K +$35.4K +3,221 +6%
Prudential Financial
43
Prudential Financial
New Jersey
$700K +$644K +58,518 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$625K -$1.74K -158 -0.3%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$539K +$8.07K +733 +2%
MCM
46
MAI Capital Management
Ohio
$523K – – –
Charles Schwab
47
Charles Schwab
California
$473K +$128K +11,600 +42%
First Trust Advisors
48
First Trust Advisors
Illinois
$465K +$428K +38,911 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$411K +$50.2K +4,560 +15%
SIM
50
Spark Investment Management
New York
$381K -$36.1K -3,280 -9%
1
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HTBK Hedge Fund Activity: Q4 2015 in Review

90 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2015, worth a combined $215M — up 5.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTBK positions and 6 closed out — a net gain of 11 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $5.02M. The largest seller was Wellington Management Group, cutting an estimated $10.9M.

  • 90 institutional investors held Heritage Commerce (HTBK) as of Q4 2015, up from 81 in Q3 2015.
  • Funds reported $215M of Heritage Commerce stock for Q4 2015, up 5.5% quarter-over-quarter.
  • 17 funds opened new Heritage Commerce positions in Q4 2015 and 6 closed out, a net change of +11 holders.
  • The largest Heritage Commerce buyer in Q4 2015 was BlackRock Institutional Trust, an estimated $5.02M added.
  • The largest Heritage Commerce seller in Q4 2015 was Wellington Management Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2015.