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HTBK

Heritage Commerce
HTBK

Delisted

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

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60 hedge funds and large institutions have $141M invested in Heritage Commerce in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $127M → $141M (+$14.2M)

5% more funds holding

Funds holding: 57 → 60 (+3)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
18
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$667K
2
NFA
Nationwide Fund Advisors
Ohio
+$340K
3
Renaissance Technologies
Renaissance Technologies
New York
+$274K
4
MAM
Martingale Asset Management
Massachusetts
+$191K
5
Morgan Stanley
Morgan Stanley
New York
+$184K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$428K
2
Stifel Financial
Stifel Financial
Missouri
-$190K
3
PFC
Phocas Financial Corp
California
-$128K
4
Ameriprise
Ameriprise
Minnesota
-$113K
5
MCM
Maltese Capital Management
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$86K – – –
Citigroup
52
Citigroup
New York
$33K +$25.4K +2,969 +382%
CCMH
53
Cornerstone Capital Management Holdings
New York
$24K +$23.1K +2,700 New
RFC
54
Russell Frank Company
Washington
$19K +$17.9K +2,094 New
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.85K -$9.05K -1,059 -0.1%
Barclays
56
Barclays
United Kingdom
$9K -$8.54K -999 -46%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$9K +$8.81K +1,030 New
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$1K -$21.8K -2,552 -96%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1K – – –
Ameriprise
61
Ameriprise
Minnesota
– -$113K -13,750 Closed
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
– -$10K -1,221 Closed
AllianceBernstein
63
AllianceBernstein
Tennessee
– -$2K -300 Closed
Bank of America
64
Bank of America
North Carolina
– -$2K -211 Closed
1 2
3

HTBK Hedge Fund Activity: Q4 2014 in Review

60 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2014, worth a combined $141M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTBK positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $667K. The largest seller was Michael F. Price, cutting an estimated $428K.

  • 60 institutional investors held Heritage Commerce (HTBK) as of Q4 2014, up from 57 in Q3 2014.
  • Funds reported $141M of Heritage Commerce stock for Q4 2014, up 11% quarter-over-quarter.
  • 8 funds opened new Heritage Commerce positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $667K added.
  • The largest Heritage Commerce seller in Q4 2014 was Michael F. Price, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2014.