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HTBK

Heritage Commerce
HTBK

Delisted

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

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117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 104 → 117 (+13)

11% more capital invested

Capital invested by funds: $378M → $419M (+$40.4M)

1.43% more ownership

Funds ownership: 70.08% → 71.51% (+1.4%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
7
Calls
$762K
Puts
–
Net Calls
+$762K
Net Calls Change
+$1.45M

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$9.15M
2
Millennium Management
Millennium Management
New York
+$6.57M
3
ZIM
Zacks Investment Management
Illinois
+$1.71M
4
AL
AJO LP
Pennsylvania
+$1.64M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
WHG
Westwood Holdings Group
Texas
-$2.67M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$927K
5
NFA
Nationwide Fund Advisors
Ohio
-$893K
Name Holding Trade Value Shares
Change 		Change in
Stake
SNB
26
Security National Bank
Nebraska
$2.65M +$20.6K +1,357 +0.8%
Charles Schwab
27
Charles Schwab
California
$2.51M +$515K +33,864 +26%
Deutsche Bank
28
Deutsche Bank
Germany
$2.15M -$106K -6,954 -5%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.12M – – –
TCIM
30
TIAA CREF Investment Management
New York
$2.04M -$107K -7,060 -5%
Wells Fargo
31
Wells Fargo
California
$1.74M +$908K +59,680 +111%
ZIM
32
Zacks Investment Management
Illinois
$1.72M +$1.71M +112,418 New
BCM
33
BHZ Capital Management
California
$1.7M -$104K -6,860 -6%
TA
34
Teachers Advisors
New York
$1.69M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.66M +$15.2K +1,000 +0.9%
AL
36
AJO LP
Pennsylvania
$1.65M +$1.64M +107,960 New
PAM
37
Panagora Asset Management
Massachusetts
$1.56M -$397K -26,067 -20%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.51M +$102K +6,693 +7%
MAM
39
Martingale Asset Management
Massachusetts
$1.46M – – –
Victory Capital Management
40
Victory Capital Management
Texas
$1.45M +$106K +6,994 +8%
Allianz Asset Management
41
Allianz Asset Management
Germany
$1.43M -$65.8K -4,327 -4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.43M – – –
MC
43
Menta Capital
California
$1.42M +$240K +15,767 +20%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.2M +$20.1K +1,319 +2%
Goldman Sachs
45
Goldman Sachs
New York
$1.19M +$577K +37,947 +96%
American Century Companies
46
American Century Companies
Missouri
$1.16M +$25K +1,642 +2%
GCP
47
GSA Capital Partners
United Kingdom
$1.1M -$268K -17,626 -20%
GIP
48
Granite Investment Partners
California
$1.04M – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$1.01M +$74.7K +4,912 +8%
FPCP
50
Fort Point Capital Partners
California
$976K – – –
1
2
3 4 5

HTBK Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2017, worth a combined $419M — up 11% from $378M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTBK positions and 7 closed out — a net gain of 13 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $9.15M. The largest seller was Wellington Management Group, cutting an estimated $12.5M.

  • 117 institutional investors held Heritage Commerce (HTBK) as of Q4 2017, up from 104 in Q3 2017.
  • Funds reported $419M of Heritage Commerce stock for Q4 2017, up 11% quarter-over-quarter.
  • 20 funds opened new Heritage Commerce positions in Q4 2017 and 7 closed out, a net change of +13 holders.
  • The largest Heritage Commerce buyer in Q4 2017 was Tiedemann Advisors, an estimated $9.15M added.
  • The largest Heritage Commerce seller in Q4 2017 was Wellington Management Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2017.