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HTBK

Heritage Commerce
HTBK

Delisted

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

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145 hedge funds and large institutions have $472M invested in Heritage Commerce in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more call options, than puts

Call options by funds: $18K | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

1% more funds holding

Funds holding: 144 → 145 (+1)

0.55% more ownership

Funds ownership: 72.45% → 73.01% (+0.55%)

4% less capital invested

Capital invested by funds: $492M → $472M (-$20.5M)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

Holders
145
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
43
Reduced
56
Closed
8
Calls
$18K
Puts
$2K
Net Calls
+$16K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$8.67M
2
SCA
Stieven Capital Advisors
Missouri
+$6.18M
3
N
Nuveen
North Carolina
+$3.54M
4
Morgan Stanley
Morgan Stanley
New York
+$2.43M
5
RIP
Rhino Investment Partners
Pennsylvania
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
-$2.88M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$2.52M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.93M
4
BFC
Banc Funds Company
Illinois
-$1.89M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Siena Capital Partners
Illinois
$3.54M – – –
MPAM
27
Monarch Partners Asset Management
Massachusetts
$3.5M – – –
Morgan Stanley
28
Morgan Stanley
New York
$3.37M +$2.43M +217,191 +221%
Goldman Sachs
29
Goldman Sachs
New York
$3.01M -$384K -34,362 -11%
BCM
30
BHZ Capital Management
California
$2.67M -$470K -41,997 -14%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$2.25M +$1.07M +95,484 +83%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.06M – – –
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.93M +$333K +29,800 +20%
TD Asset Management
34
TD Asset Management
Ontario, Canada
$1.82M -$99K -8,852 -5%
RAM
35
Redmond Asset Management
Virginia
$1.68M -$302 -27 -0%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.59M -$106K -9,436 -6%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.52M – – –
JC
38
JCSD Capital
California
$1.49M -$30.8K -2,751 -2%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.47M +$294K +26,269 +24%
Victory Capital Management
40
Victory Capital Management
Texas
$1.45M -$136K -12,200 -8%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.24M -$82.7K -7,393 -6%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.22M -$61.4K -5,487 -5%
Wells Fargo
43
Wells Fargo
California
$1.17M -$103K -9,189 -8%
Ameriprise
44
Ameriprise
Minnesota
$1.15M -$23K -2,057 -2%
First Manhattan
45
First Manhattan
New York
$1.14M – – –
HAM
46
HoldCo Asset Management
Florida
$1.01M – – –
AWS
47
AJ Wealth Strategies
New York
$1.01M +$11.9K +1,068 +1%
BCM
48
Bridgeway Capital Management
Texas
$940K – – –
Millennium Management
49
Millennium Management
New York
$933K -$1.25M -112,019 -56%
ETI
50
Enterprise Trust & Investment
California
$931K +$45K +4,021 +5%
1
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3 4 5

HTBK Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2022, worth a combined $472M — down 4.2% from $492M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HTBK positions and 8 closed out — a net gain of 4 holders — while 43 added to existing stakes and 56 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $8.67M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $2.88M.

  • 145 institutional investors held Heritage Commerce (HTBK) as of Q2 2022, up from 144 in Q1 2022.
  • Funds reported $472M of Heritage Commerce stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 12 funds opened new Heritage Commerce positions in Q2 2022 and 8 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q2 2022 was FJ Capital Management, an estimated $8.67M added.
  • The largest Heritage Commerce seller in Q2 2022 was Elizabeth Park Capital Advisors, an estimated $2.88M sold.

Based on aggregated 13F filings for Q2 2022.