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HTBK

Heritage Commerce
HTBK

Delisted

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

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59 hedge funds and large institutions have $133M invested in Heritage Commerce in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

8% more capital invested

Capital invested by funds: $123M → $133M (+$10.2M)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

6% less funds holding

Funds holding: 63 → 59 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
3
Increased
22
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$368K
2
MCM
MAI Capital Management
Ohio
+$340K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$306K
4
CP
Clover Partners
Texas
+$230K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$123K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$951K
2
RBLCM
Roaring Blue Lion Capital Management
Texas
-$940K
3
Goldman Sachs
Goldman Sachs
New York
-$240K
4
JP Morgan Chase
JP Morgan Chase
New York
-$176K
5
BFA
BlackRock Fund Advisors
California
-$176K
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
51
Credit Agricole
France
$36K -$37.2K -4,779 -52%
CAM
52
ClariVest Asset Management
California
$25K -$3.88K -499 -14%
AllianceBernstein
53
AllianceBernstein
Tennessee
$17K -$6.23K -800 -28%
Barclays
54
Barclays
United Kingdom
$16K +$10.1K +1,292 +177%
Wells Fargo
55
Wells Fargo
California
$13K – – –
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.21K – – –
Invesco
57
Invesco
Georgia
$9K +$249 +32 +3%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$2.23K +$2.1K +270 New
JP Morgan Chase
59
JP Morgan Chase
New York
– -$176K -23,060 Closed
Two Sigma Investments
60
Two Sigma Investments
New York
– -$137K -17,879 Closed
ProShare Advisors
61
ProShare Advisors
Maryland
– -$101K -13,227 Closed
RFC
62
Russell Frank Company
Washington
– -$98K -12,838 Closed
Ameriprise
63
Ameriprise
Minnesota
– -$10K -1,298 Closed
Bank of America
64
Bank of America
North Carolina
– -$2.72K -350 -97%
TRCT
65
Tower Research Capital (TRC)
New York
– -$2K -201 Closed
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
– -$1K -164 Closed
1 2
3

HTBK Hedge Fund Activity: Q4 2013 in Review

59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2013, worth a combined $133M — up 8.3% from $123M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTBK and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 22 added.

The largest buyer was Vanguard Group, adding an estimated $368K. The largest seller was Michael F. Price, cutting an estimated $951K.

  • 59 institutional investors held Heritage Commerce (HTBK) as of Q4 2013, down from 63 in Q3 2013.
  • Funds reported $133M of Heritage Commerce stock for Q4 2013, up 8.3% quarter-over-quarter.
  • 3 funds opened new Heritage Commerce positions in Q4 2013 and 7 closed out, a net change of -4 holders.
  • The largest Heritage Commerce buyer in Q4 2013 was Vanguard Group, an estimated $368K added.
  • The largest Heritage Commerce seller in Q4 2013 was Michael F. Price, an estimated $951K sold.

Based on aggregated 13F filings for Q4 2013.