We are live on ! Find out more
HTBK

Heritage Commerce
HTBK

Delisted

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

Back to rankings

118 hedge funds and large institutions have $415M invested in Heritage Commerce in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

6% more capital invested

Capital invested by funds: $391M → $415M (+$24M)

3.55% more ownership

Funds ownership: 74.57% → 78.12% (+3.5%)

3% less funds holding

Funds holding: 122 → 118 (-4)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
36
Closed
14
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$1.82M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.8M
2
N
Nuveen
North Carolina
+$5.58M
3
MOACM
Mutual of America Capital Management
New York
+$2.41M
4
Millennium Management
Millennium Management
New York
+$2.07M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$2.47M
2
Ameriprise
Ameriprise
Minnesota
-$2.34M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.09M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$2.71M -$59K -4,799 -2%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$2.69M +$699K +56,797 +35%
SNB
28
Security National Bank
Nebraska
$2.67M +$168K +13,688 +7%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.6M – – –
Deutsche Bank
30
Deutsche Bank
Germany
$2.54M +$270K +21,978 +12%
JC
31
JCSD Capital
California
$2.51M -$98.4K -8,000 -4%
MOACM
32
Mutual of America Capital Management
New York
$2.4M +$2.41M +195,937 New
JP Morgan Chase
33
JP Morgan Chase
New York
$1.85M +$380K +30,899 +26%
Victory Capital Management
34
Victory Capital Management
Texas
$1.72M +$338K +27,514 +24%
Citadel Advisors
35
Citadel Advisors
Florida
$1.7M +$453K +36,800 +36%
Goldman Sachs
36
Goldman Sachs
New York
$1.65M +$314K +25,495 +23%
Wells Fargo
37
Wells Fargo
California
$1.55M -$186K -15,097 -11%
SW
38
SVB Wealth
Massachusetts
$1.34M -$13.7K -1,117 -1%
Stifel Financial
39
Stifel Financial
Missouri
$1.28M +$1.28M +104,200 New
ROC
40
River Oaks Capital
Minnesota
$1.26M +$135K +11,000 +12%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.25M -$79.8K -6,487 -6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.09M +$170K +13,825 +18%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.08M – – –
ETI
44
Enterprise Trust & Investment
California
$1.04M +$1.05M +85,187 New
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1M -$3.69K -300 -0.4%
CIC
46
Cornercap Investment Counsel
Georgia
$991K +$81.8K +6,650 +9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$937K +$19.7K +1,600 +2%
ERSOT
48
Employees Retirement System of Texas
Texas
$870K – – –
TD Asset Management
49
TD Asset Management
Ontario, Canada
$845K -$33.2K -2,700 -4%
PPA
50
Parametric Portfolio Associates
Washington
$800K +$480K +38,984 +148%
1
2
3 4 5

HTBK Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2019, worth a combined $415M — up 6.2% from $391M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HTBK and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 44 added.

The largest buyer was Wellington Management Group, adding an estimated $14.8M. The largest seller was AllianceBernstein, cutting an estimated $2.47M.

  • 118 institutional investors held Heritage Commerce (HTBK) as of Q2 2019, down from 122 in Q1 2019.
  • Funds reported $415M of Heritage Commerce stock for Q2 2019, up 6.2% quarter-over-quarter.
  • 12 funds opened new Heritage Commerce positions in Q2 2019 and 14 closed out, a net change of -2 holders.
  • The largest Heritage Commerce buyer in Q2 2019 was Wellington Management Group, an estimated $14.8M added.
  • The largest Heritage Commerce seller in Q2 2019 was AllianceBernstein, an estimated $2.47M sold.

Based on aggregated 13F filings for Q2 2019.