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HTBK

Heritage Commerce
HTBK

Delisted

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

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119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $270M → $372M (+$102M)

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.87% more ownership

Funds ownership: 68.35% → 70.22% (+1.9%)

1% more funds holding

Funds holding: 118 → 119 (+1)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
33
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.96M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.92M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.67M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
2
MOACM
Mutual of America Capital Management
New York
-$1.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
4
FL
Fourthstone LLC
Missouri
-$1.27M
5
Millennium Management
Millennium Management
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$2.55M -$88.7K -10,940 -4%
Deutsche Bank
27
Deutsche Bank
Germany
$2.19M +$1.67M +206,033 +507%
JC
28
JCSD Capital
California
$2.18M -$73K -9,000 -4%
Wells Fargo
29
Wells Fargo
California
$2.01M +$42.1K +5,185 +2%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.97M -$248K -30,569 -12%
Man Group
31
Man Group
United Kingdom
$1.96M -$140K -17,280 -7%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$1.95M -$429K -52,900 -19%
PPA
33
Parametric Portfolio Associates
Washington
$1.87M +$141K +17,429 +9%
Millennium Management
34
Millennium Management
New York
$1.49M -$1.16M -143,438 -46%
Goldman Sachs
35
Goldman Sachs
New York
$1.42M +$263K +32,435 +26%
Victory Capital Management
36
Victory Capital Management
Texas
$1.41M +$73.9K +9,114 +6%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.28M +$53.4K +6,578 +5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.2M – – –
First Manhattan
39
First Manhattan
New York
$1.19M – – –
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.14M -$20.3K -2,500 -2%
Bank of America
41
Bank of America
North Carolina
$1.1M +$149K +18,322 +17%
AG
42
Aperio Group
California
$1.09M +$192K +23,689 +24%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$941K +$132K +16,302 +18%
PCA
44
PL Capital Advisors
Florida
$887K – – –
ETI
45
Enterprise Trust & Investment
California
$838K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$817K +$105K +12,989 +16%
AWS
47
AJ Wealth Strategies
New York
$811K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$781K – – –
BCM
49
Bridgeway Capital Management
Texas
$780K – – –
CS
50
Credit Suisse
Switzerland
$707K +$151K +18,669 +31%
1
2
3 4 5

HTBK Hedge Fund Activity: Q4 2020 in Review

119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2020, worth a combined $372M — up 38% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 16 closed out — a net gain of 2 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $4.96M. The largest seller was Renaissance Technologies, cutting an estimated $1.76M.

  • 119 institutional investors held Heritage Commerce (HTBK) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $372M of Heritage Commerce stock for Q4 2020, up 38% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q4 2020 and 16 closed out, a net change of +2 holders.
  • The largest Heritage Commerce buyer in Q4 2020 was Invesco, an estimated $4.96M added.
  • The largest Heritage Commerce seller in Q4 2020 was Renaissance Technologies, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2020.