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HTBK

Heritage Commerce
HTBK

Delisted

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

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103 hedge funds and large institutions have $373M invested in Heritage Commerce in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

68.24% more ownership

Funds ownership: 0% → 68.24% (+68%)

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

34% more capital invested

Capital invested by funds: $278M → $373M (+$95.1M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 100 → 103 (+3)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $810K

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
44
Reduced
27
Closed
13
Calls
–
Puts
$810K
Net Calls
-$810K
Net Calls Change
-$167K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$34.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$16.5M
3
ZDA
Zweig-DiMenna Associates
New York
+$8.53M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.98M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$48.5M
2
CCCPI
Castle Creek Capital Partners IV
California
-$41.2M
3
MCM
Maltese Capital Management
New York
-$2.54M
4
CRC
Curi RMB Capital
Illinois
-$1.73M
5
HHC
Hutchin Hill Capital
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$4.04M +$1.98M +162,976 +139%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$3.04M +$1.53M +125,800 +149%
PAM
28
Panagora Asset Management
Massachusetts
$2.89M -$50.3K -4,142 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.76M +$387K +31,836 +20%
MAM
30
Martingale Asset Management
Massachusetts
$2.26M +$677K +55,723 +55%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$2.07M +$1.74M +143,592 New
EMFAT
32
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2M – – –
RHCA
33
Rosenthal Henry Capital Advisors
Indiana
$1.59M +$1.34M +110,000 New
BIM
34
BlackRock Investment Management
Delaware
$1.54M -$20K -1,643 -2%
Allianz Asset Management
35
Allianz Asset Management
Germany
$1.52M -$238K -19,548 -16%
BCM
36
BHZ Capital Management
California
$1.47M +$81.4K +6,700 +7%
TCIM
37
TIAA CREF Investment Management
New York
$1.47M +$233K +19,199 +23%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.44M +$1.21M +99,474 New
Victory Capital Management
39
Victory Capital Management
Texas
$1.41M +$419K +34,455 +54%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.36M +$969K +79,776 +538%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.34M – – –
SW
42
SVB Wealth
Massachusetts
$1.04M – – –
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$941K +$793K +65,244 New
FPCP
44
Fort Point Capital Partners
California
$900K – – –
American Century Companies
45
American Century Companies
Missouri
$893K +$752K +61,908 New
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$885K – – –
UBS Group
47
UBS Group
Switzerland
$779K +$24.5K +2,017 +4%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$775K -$18.2K -1,500 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$770K +$436K +35,914 +206%
TA
50
Teachers Advisors
New York
$745K +$126K +10,362 +25%
1
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HTBK Hedge Fund Activity: Q4 2016 in Review

103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2016, worth a combined $373M — up 34% from $278M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTBK positions and 13 closed out — a net gain of 4 holders — while 44 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $34.8M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $48.5M sold.

  • 103 institutional investors held Heritage Commerce (HTBK) as of Q4 2016, up from 100 in Q3 2016.
  • Funds reported $373M of Heritage Commerce stock for Q4 2016, up 34% quarter-over-quarter.
  • 17 funds opened new Heritage Commerce positions in Q4 2016 and 13 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q4 2016 was Wellington Management Group, an estimated $34.8M added.
  • The largest Heritage Commerce seller in Q4 2016 was Patriot Financial Partners, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2016.