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HTBK

Heritage Commerce
HTBK

Delisted

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

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131 hedge funds and large institutions have $537M invested in Heritage Commerce in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 23

31% more capital invested

Capital invested by funds: $410M → $537M (+$127M)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 129 → 131 (+2)

9.61% less ownership

Funds ownership: 80.21% → 70.59% (-9.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
23
Closed
19
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
ECA
Endeavour Capital Advisors
Connecticut
+$10.1M
4
FCM
FJ Capital Management
Virginia
+$8.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$5.29M
2
Morgan Stanley
Morgan Stanley
New York
-$5.05M
3
Goldman Sachs
Goldman Sachs
New York
-$3.69M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.48M
5
KCM
Kennedy Capital Management
Missouri
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$4.17M +$921K +75,635 +30%
MOACM
27
Mutual of America Capital Management
New York
$4.16M +$556K +45,698 +16%
Two Sigma Investments
28
Two Sigma Investments
New York
$3.91M +$1.39M +114,378 +60%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.3M +$864K +70,978 +38%
KCM
30
Kennedy Capital Management
Missouri
$3.22M -$1.99M -163,600 -39%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$3.19M +$857K +70,400 +40%
Wells Fargo
32
Wells Fargo
California
$3.14M +$1.44M +118,526 +94%
SNB
33
Security National Bank
Nebraska
$3.1M +$168K +13,801 +6%
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.72M – – –
JC
35
JCSD Capital
California
$2.63M – – –
Victory Capital Management
36
Victory Capital Management
Texas
$2.35M +$209K +17,133 +10%
Morgan Stanley
37
Morgan Stanley
New York
$2.07M -$5.05M -414,870 -72%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.99M +$609K +50,000 +47%
Goldman Sachs
39
Goldman Sachs
New York
$1.93M -$3.69M -303,103 -67%
First Manhattan
40
First Manhattan
New York
$1.73M +$1.64M +134,535 New
RHCA
41
Rosenthal Henry Capital Advisors
Indiana
$1.67M -$1.22M -100,000 -43%
Citadel Advisors
42
Citadel Advisors
Florida
$1.42M +$99.3K +8,156 +8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.38M +$377K +31,000 +41%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.37M +$130K +10,692 +11%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.37M – – –
PPA
46
Parametric Portfolio Associates
Washington
$1.28M +$262K +21,518 +27%
UBS Group
47
UBS Group
Switzerland
$1.21M +$246K +20,175 +27%
JFA
48
Johanson Financial Advisors
California
$1.2M +$187K +15,400 New
SW
49
SVB Wealth
Massachusetts
$1.16M -$175K -14,395 -14%
ETI
50
Enterprise Trust & Investment
California
$1.09M – – –
1
2
3 4 5

HTBK Hedge Fund Activity: Q4 2019 in Review

131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2019, worth a combined $537M — up 31% from $410M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTBK positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Allianz Asset Management, cutting an estimated $5.29M.

  • 131 institutional investors held Heritage Commerce (HTBK) as of Q4 2019, up from 129 in Q3 2019.
  • Funds reported $537M of Heritage Commerce stock for Q4 2019, up 31% quarter-over-quarter.
  • 22 funds opened new Heritage Commerce positions in Q4 2019 and 19 closed out, a net change of +3 holders.
  • The largest Heritage Commerce buyer in Q4 2019 was BlackRock, an estimated $13.6M added.
  • The largest Heritage Commerce seller in Q4 2019 was Allianz Asset Management, an estimated $5.29M sold.

Based on aggregated 13F filings for Q4 2019.