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HTBK

Heritage Commerce
HTBK

Delisted

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

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125 hedge funds and large institutions have $361M invested in Heritage Commerce in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

10% more funds holding

Funds holding: 114 → 125 (+11)

0.89% less ownership

Funds ownership: 74.36% → 73.47% (-0.89%)

25% less capital invested

Capital invested by funds: $480M → $361M (-$119M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.41M

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
48
Reduced
40
Closed
6
Calls
–
Puts
$1.41M
Net Calls
-$1.41M
Net Calls Change
+$405K

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.65M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.45M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.32M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.26M
5
Millennium Management
Millennium Management
New York
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.85M
2
BlackRock
BlackRock
New York
-$5.84M
3
PFC
Phocas Financial Corp
California
-$4.43M
4
SCA
Stieven Capital Advisors
Missouri
-$4.37M
5
State Street
State Street
Massachusetts
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$2.28M -$6.27K -452 -0.2%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.27M +$547K +39,449 +25%
SNB
28
Security National Bank
Nebraska
$2.02M -$26K -1,873 -1%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.99M -$208K -15,000 -8%
Millennium Management
30
Millennium Management
New York
$1.92M +$1.86M +134,144 +384%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.9M +$2.32M +167,515 New
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$1.77M +$76.3K +5,500 +4%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.58M +$277K +19,960 +17%
TA
34
Teachers Advisors
New York
$1.58M +$109K +7,874 +6%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$1.55M -$519K -37,386 -21%
Wells Fargo
36
Wells Fargo
California
$1.37M -$92.2K -6,646 -5%
Goldman Sachs
37
Goldman Sachs
New York
$1.36M +$388K +27,961 +30%
Citadel Advisors
38
Citadel Advisors
Florida
$1.35M +$623K +44,899 +61%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.31M -$80.9K -5,830 -5%
BCM
40
BHZ Capital Management
California
$1.25M -$99.4K -7,164 -6%
Morgan Stanley
41
Morgan Stanley
New York
$1.24M -$5.85M -421,894 -79%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.2M -$83.6K -6,022 -5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.15M +$1.07M +77,441 +328%
Victory Capital Management
44
Victory Capital Management
Texas
$1.02M +$13.9K +1,000 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$932K -$115K -8,321 -9%
Bank of America
46
Bank of America
North Carolina
$927K -$1.38M -99,685 -55%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$875K -$194K -14,000 -15%
Allianz Asset Management
48
Allianz Asset Management
Germany
$868K -$159K -11,450 -13%
Swiss National Bank
49
Swiss National Bank
Switzerland
$823K +$19.4K +1,400 +2%
ERSOT
50
Employees Retirement System of Texas
Texas
$805K +$985K +71,000 New
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HTBK Hedge Fund Activity: Q4 2018 in Review

125 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2018, worth a combined $361M — down 25% from $480M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 6 closed out — a net gain of 12 holders — while 48 added to existing stakes and 40 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $7.65M. The largest seller was Morgan Stanley, cutting an estimated $5.85M.

  • 125 institutional investors held Heritage Commerce (HTBK) as of Q4 2018, up from 114 in Q3 2018.
  • Funds reported $361M of Heritage Commerce stock for Q4 2018, down 25% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q4 2018 and 6 closed out, a net change of +12 holders.
  • The largest Heritage Commerce buyer in Q4 2018 was Thrivent Financial for Lutherans, an estimated $7.65M added.
  • The largest Heritage Commerce seller in Q4 2018 was Morgan Stanley, an estimated $5.85M sold.

Based on aggregated 13F filings for Q4 2018.