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HTBK

Heritage Commerce
HTBK

Delisted

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

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144 hedge funds and large institutions have $492M invested in Heritage Commerce in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

5% more funds holding

Funds holding: 137 → 144 (+7)

0.81% more ownership

Funds ownership: 71.65% → 72.45% (+0.81%)

0% more capital invested

Capital invested by funds: $490M → $492M (+$1.83M)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

Holders
144
Holders Change
+7
Holders Change %
+5.11%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
50
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$7.6M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.63M
3
GIP
Granite Investment Partners
California
+$2.37M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$2.01M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
HAM
HoldCo Asset Management
Florida
-$3.62M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$2.96M
3
RA
Royce & Associates
New York
-$2.39M
4
State Street
State Street
Massachusetts
-$2.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
26
Monarch Partners Asset Management
Massachusetts
$3.68M +$695K +58,000 +22%
Goldman Sachs
27
Goldman Sachs
New York
$3.56M +$1.29M +107,738 +52%
BCM
28
BHZ Capital Management
California
$3.28M -$226K -18,824 -6%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$2.47M +$2.63M +219,548 New
PPA
30
Parametric Portfolio Associates
Washington
$2.38M -$166K -13,819 -6%
Millennium Management
31
Millennium Management
New York
$2.24M +$1.02M +84,874 +74%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.17M -$2.23M -186,000 -49%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$2.02M -$544K -45,346 -20%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.78M +$385K +32,109 +25%
RAM
35
Redmond Asset Management
Virginia
$1.77M +$84.5K +7,047 +5%
Renaissance Technologies
36
Renaissance Technologies
New York
$1.74M +$13.2K +1,100 +0.7%
Citadel Advisors
37
Citadel Advisors
Florida
$1.7M +$444K +37,008 +33%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.69M -$185K -15,400 -9%
Victory Capital Management
39
Victory Capital Management
Texas
$1.67M -$48.5K -4,045 -3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.6M +$125K +10,400 +8%
JC
41
JCSD Capital
California
$1.59M – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$1.39M -$30.3K -2,525 -2%
Two Sigma Investments
43
Two Sigma Investments
New York
$1.34M -$30.5K -2,546 -2%
Wells Fargo
44
Wells Fargo
California
$1.34M -$227K -18,963 -14%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$1.29M +$1.37M +114,665 New
Russell Investments Group
46
Russell Investments Group
United Kingdom
$1.25M +$1.33M +111,163 New
Ameriprise
47
Ameriprise
Minnesota
$1.23M +$30K +2,502 +2%
First Manhattan
48
First Manhattan
New York
$1.2M – – –
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.17M -$169K -14,100 -12%
Morgan Stanley
50
Morgan Stanley
New York
$1.1M +$28.8K +2,403 +3%
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HTBK Hedge Fund Activity: Q1 2022 in Review

144 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2022, worth a combined $492M — up 0.37% from $490M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HTBK positions and 6 closed out — a net gain of 7 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $7.6M. The largest seller was HoldCo Asset Management, cutting an estimated $3.62M.

  • 144 institutional investors held Heritage Commerce (HTBK) as of Q1 2022, up from 137 in Q4 2021.
  • Funds reported $492M of Heritage Commerce stock for Q1 2022, up 0.37% quarter-over-quarter.
  • 13 funds opened new Heritage Commerce positions in Q1 2022 and 6 closed out, a net change of +7 holders.
  • The largest Heritage Commerce buyer in Q1 2022 was FJ Capital Management, an estimated $7.6M added.
  • The largest Heritage Commerce seller in Q1 2022 was HoldCo Asset Management, an estimated $3.62M sold.

Based on aggregated 13F filings for Q1 2022.