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HTBK

Heritage Commerce
HTBK

Delisted

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

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63 hedge funds and large institutions have $123M invested in Heritage Commerce in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

7% more funds holding

Funds holding: 59 → 63 (+4)

3% more capital invested

Capital invested by funds: $119M → $123M (+$3.62M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
2.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
7
Increased
24
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$2.63M
2
BCM
Basswood Capital Management
New York
+$1.57M
3
HHC
Hutchin Hill Capital
New York
+$556K
4
BCM
Bridgeway Capital Management
Texas
+$500K
5
BFA
BlackRock Fund Advisors
California
+$467K

Top Sellers

Rank Fund Capital Flow
1
RBLCM
Roaring Blue Lion Capital Management
Texas
-$2.66M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.42M
3
MFP
Michael F. Price
-$796K
4
BFC
Banc Funds Company
Illinois
-$262K
5
WAM
Wolverine Asset Management
Illinois
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$83K – – –
Credit Agricole
52
Credit Agricole
France
$70K +$66.2K +9,158 New
Citigroup
53
Citigroup
New York
$40K -$38.1K -5,266 -50%
CAM
54
ClariVest Asset Management
California
$27K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$22K -$2.68K -370 -11%
Wells Fargo
56
Wells Fargo
California
$12K – – –
Ameriprise
57
Ameriprise
Minnesota
$10K – – –
Manulife (Manufacturers Life Insurance)
58
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.55K -$1.93K -267 -0%
Invesco
59
Invesco
Georgia
$8K – – –
Barclays
60
Barclays
United Kingdom
$5K -$2.64K -365 -33%
Bank of America
61
Bank of America
North Carolina
$3K -$130K -18,006 -98%
TRCT
62
Tower Research Capital (TRC)
New York
$2K -$12.4K -1,712 -89%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1K +$1.19K +164 New
WAM
64
Wolverine Asset Management
Illinois
– -$229K -32,800 Closed
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
– -$130K -18,591 Closed
MA
66
MUFG Americas
New York
– -$5K -693 Closed
1 2
3

HTBK Hedge Fund Activity: Q3 2013 in Review

63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2013, worth a combined $123M — up 3% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HTBK positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $2.63M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.66M.

  • 63 institutional investors held Heritage Commerce (HTBK) as of Q3 2013, up from 59 in Q2 2013.
  • Funds reported $123M of Heritage Commerce stock for Q3 2013, up 3% quarter-over-quarter.
  • 7 funds opened new Heritage Commerce positions in Q3 2013 and 3 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q3 2013 was Maltese Capital Management, an estimated $2.63M added.
  • The largest Heritage Commerce seller in Q3 2013 was Roaring Blue Lion Capital Management, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2013.