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HTBK

Heritage Commerce
HTBK

Delisted

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

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137 hedge funds and large institutions have $490M invested in Heritage Commerce in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

13% more funds holding

Funds holding: 121 → 137 (+16)

0.64% more ownership

Funds ownership: 71% → 71.65% (+0.64%)

1% less capital invested

Capital invested by funds: $497M → $490M (-$6.4M)

Holders
137
Holders Change
+16
Holders Change %
+13.22%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
44
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
+$3.17M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.82M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.33M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$4.85M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.29M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.19M
4
BFC
Banc Funds Company
Illinois
-$1.85M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
26
Monarch Partners Asset Management
Massachusetts
$3.22M +$923K +79,062 +42%
MCM
27
Maltese Capital Management
New York
$3.04M – – –
DRZID
28
DePrince Race & Zollo Inc (DRZ)
Florida
$2.88M +$2.82M +241,461 New
PPA
29
Parametric Portfolio Associates
Washington
$2.69M -$9.31K -797 -0.4%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$2.69M +$1.31M +112,420 +100%
Goldman Sachs
31
Goldman Sachs
New York
$2.49M +$744K +63,697 +44%
RA
32
Royce & Associates
New York
$2.39M -$863K -73,954 -27%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.98M -$727K -62,258 -27%
Renaissance Technologies
34
Renaissance Technologies
New York
$1.84M +$1.8M +153,800 New
Victory Capital Management
35
Victory Capital Management
Texas
$1.82M +$60.7K +5,200 +4%
RAM
36
Redmond Asset Management
Virginia
$1.79M +$904K +77,403 +106%
JC
37
JCSD Capital
California
$1.69M – – –
Wells Fargo
38
Wells Fargo
California
$1.65M +$398K +34,092 +33%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.58M – – –
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.5M -$70.8K -6,061 -5%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.5M +$165K +14,105 +13%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.46M -$446K -38,162 -24%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.41M -$56.7K -4,852 -4%
Millennium Management
44
Millennium Management
New York
$1.37M +$1.09M +93,188 +438%
Citadel Advisors
45
Citadel Advisors
Florida
$1.36M +$1.33M +113,835 New
First Manhattan
46
First Manhattan
New York
$1.28M – – –
Ameriprise
47
Ameriprise
Minnesota
$1.27M +$1.25M +106,781 New
Bank of America
48
Bank of America
North Carolina
$1.26M +$180K +15,447 +17%
Barclays
49
Barclays
United Kingdom
$1.19M +$573K +49,081 +97%
Morgan Stanley
50
Morgan Stanley
New York
$1.14M -$36.6K -3,139 -3%
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HTBK Hedge Fund Activity: Q4 2021 in Review

137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2021, worth a combined $490M — down 1.3% from $497M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HTBK positions and 7 closed out — a net gain of 17 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $3.17M. The largest seller was FJ Capital Management, cutting an estimated $4.85M.

  • 137 institutional investors held Heritage Commerce (HTBK) as of Q4 2021, up from 121 in Q3 2021.
  • Funds reported $490M of Heritage Commerce stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 24 funds opened new Heritage Commerce positions in Q4 2021 and 7 closed out, a net change of +17 holders.
  • The largest Heritage Commerce buyer in Q4 2021 was Cramer Rosenthal McGlynn, an estimated $3.17M added.
  • The largest Heritage Commerce seller in Q4 2021 was FJ Capital Management, an estimated $4.85M sold.

Based on aggregated 13F filings for Q4 2021.