Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
177 hedge funds and large institutions have $440M invested in Heritage Commerce in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 46 reducing their positions, and 13 closing their positions.
620% more call options, than puts
Call options by funds: $36K | Put options by funds: $5K
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
57% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 46
10% more funds holding
Funds holding: 161 → 177 (+16)
0.23% less ownership
Funds ownership: 76.68% → 76.45% (-0.23%)
5% less capital invested
Capital invested by funds: $464M → $440M (-$24.5M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.71M |
| 2 |
Millennium Management
New York
|
+$2.02M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.72M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.61M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$5.99M |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
-$4.82M |
| 3 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$4.03M |
| 4 |
JP Morgan Chase
New York
|
-$2.68M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.7M |
HTBK Hedge Fund Activity: Q4 2024 in Review
177 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2024, worth a combined $440M — down 5.3% from $464M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HTBK positions and 13 closed out — a net gain of 19 holders — while 72 added to existing stakes and 46 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.71M. The largest seller was FJ Capital Management, cutting an estimated $5.99M.
- 177 institutional investors held Heritage Commerce (HTBK) as of Q4 2024, up from 161 in Q3 2024.
- Funds reported $440M of Heritage Commerce stock for Q4 2024, down 5.3% quarter-over-quarter.
- 32 funds opened new Heritage Commerce positions in Q4 2024 and 13 closed out, a net change of +19 holders.
- The largest Heritage Commerce buyer in Q4 2024 was Wellington Management Group, an estimated $2.71M added.
- The largest Heritage Commerce seller in Q4 2024 was FJ Capital Management, an estimated $5.99M sold.
Based on aggregated 13F filings for Q4 2024.