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HTBK

Heritage Commerce
HTBK

Delisted

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

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122 hedge funds and large institutions have $391M invested in Heritage Commerce in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $361M → $391M (+$30.1M)

1.1% more ownership

Funds ownership: 73.47% → 74.57% (+1.1%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 125 → 122 (-3)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $303K

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
48
Closed
13
Calls
–
Puts
$303K
Net Calls
-$303K
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$7.02M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.28M
3
WHG
Westwood Holdings Group
Texas
+$2.57M
4
TCIM
TIAA CREF Investment Management
New York
+$1.26M
5
ROC
River Oaks Capital
Minnesota
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.44M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.42M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$1.37M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.24M
5
KCM
Kennedy Capital Management
Missouri
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.43M +$411K +31,490 +19%
MCM
27
Maltese Capital Management
New York
$2.42M -$1.03M -78,978 -28%
Deutsche Bank
28
Deutsche Bank
Germany
$2.24M -$1.24M -94,884 -34%
Marshall Wace
29
Marshall Wace
United Kingdom
$2.12M +$98.5K +7,543 +5%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$2M -$1.44M -110,100 -40%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$1.97M -$494K -37,807 -19%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.89M -$256K -19,600 -11%
Wells Fargo
33
Wells Fargo
California
$1.71M +$268K +20,498 +17%
TA
34
Teachers Advisors
New York
$1.64M -$44.5K -3,410 -2%
BCM
35
BHZ Capital Management
California
$1.49M +$159K +12,200 +11%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.45M +$183K +14,035 +13%
Victory Capital Management
37
Victory Capital Management
Texas
$1.36M +$300K +22,967 +26%
SW
38
SVB Wealth
Massachusetts
$1.34M +$1M +76,777 +228%
Goldman Sachs
39
Goldman Sachs
New York
$1.32M -$140K -10,723 -9%
First Trust Advisors
40
First Trust Advisors
Illinois
$1.31M -$99.7K -7,629 -7%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$1.25M -$439K -33,603 -25%
Citadel Advisors
42
Citadel Advisors
Florida
$1.23M -$225K -17,196 -14%
ROC
43
River Oaks Capital
Minnesota
$1.11M +$1.2M +92,000 New
GIP
44
Granite Investment Partners
California
$1.09M +$659K +50,473 +127%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.07M +$1.16M +88,500 New
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$995K – – –
Two Sigma Investments
47
Two Sigma Investments
New York
$972K -$775K -59,316 -42%
Bank of America
48
Bank of America
North Carolina
$951K -$41.1K -3,150 -4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$906K +$30K +2,300 +3%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$906K +$302K +23,093 +45%
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HTBK Hedge Fund Activity: Q1 2019 in Review

122 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2019, worth a combined $391M — up 8.3% from $361M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HTBK and 12 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 40 added.

The largest buyer was Allianz Asset Management, adding an estimated $7.02M. The largest seller was Lord, Abbett & Co, cutting an estimated $1.44M.

  • 122 institutional investors held Heritage Commerce (HTBK) as of Q1 2019, down from 125 in Q4 2018.
  • Funds reported $391M of Heritage Commerce stock for Q1 2019, up 8.3% quarter-over-quarter.
  • 12 funds opened new Heritage Commerce positions in Q1 2019 and 13 closed out, a net change of -1 holder.
  • The largest Heritage Commerce buyer in Q1 2019 was Allianz Asset Management, an estimated $7.02M added.
  • The largest Heritage Commerce seller in Q1 2019 was Lord, Abbett & Co, an estimated $1.44M sold.

Based on aggregated 13F filings for Q1 2019.