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HTBK

Heritage Commerce
HTBK

Delisted

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

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57 hedge funds and large institutions have $127M invested in Heritage Commerce in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less capital invested

Capital invested by funds: $138M → $127M (-$10.5M)

10% less funds holding

Funds holding: 63 → 57 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$637K
2
TAM
THB Asset Management
Connecticut
+$608K
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$361K
4
Renaissance Technologies
Renaissance Technologies
New York
+$237K
5
PPA
Parametric Portfolio Associates
Washington
+$146K

Top Sellers

Rank Fund Capital Flow
1
FG
FSI Group
Ohio
-$1.27M
2
BIG
Blackthorn Investment Group
Kansas
-$333K
3
MFP
Michael F. Price
-$257K
4
BFA
BlackRock Fund Advisors
California
-$235K
5
Morgan Stanley
Morgan Stanley
New York
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$10K +$9.56K +1,167 +2,161%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.16K -$6.27K -766 -0.1%
Citigroup
53
Citigroup
New York
$6K +$4.93K +602 +342%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$2K -$7.37K -900 -75%
Bank of America
56
Bank of America
North Carolina
$2K -$393 -48 -19%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1K – – –
FG
58
FSI Group
Ohio
– -$1.27M -155,581 Closed
BIG
59
Blackthorn Investment Group
Kansas
– -$333K -40,722 Closed
GC
60
Guggenheim Capital
Illinois
– -$124K -15,105 Closed
CS
61
Credit Suisse
Switzerland
– -$94K -11,603 Closed
ProShare Advisors
62
ProShare Advisors
Maryland
– -$82K -10,023 Closed
VFA
63
Virtus Fund Advisers
Connecticut
– -$15K -1,777 Closed
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
– -$4K -520 Closed
1 2
3

HTBK Hedge Fund Activity: Q3 2014 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2014, worth a combined $127M — down 7.6% from $138M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTBK and 2 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Maltese Capital Management, adding an estimated $637K. The largest seller was FSI Group, exiting entirely with an estimated $1.27M sold.

  • 57 institutional investors held Heritage Commerce (HTBK) as of Q3 2014, down from 63 in Q2 2014.
  • Funds reported $127M of Heritage Commerce stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 2 funds opened new Heritage Commerce positions in Q3 2014 and 7 closed out, a net change of -5 holders.
  • The largest Heritage Commerce buyer in Q3 2014 was Maltese Capital Management, an estimated $637K added.
  • The largest Heritage Commerce seller in Q3 2014 was FSI Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2014.