Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
73 hedge funds and large institutions have $161M invested in Heritage Commerce in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 20
16% more funds holding
Funds holding: 63 → 73 (+10)
9% more capital invested
Capital invested by funds: $148M → $161M (+$12.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.98M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$2.29M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$879K |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$659K |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.11M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.35M |
| 3 |
MFP
Michael F. Price
|
-$637K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$258K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$199K |
HTBK Hedge Fund Activity: Q2 2015 in Review
73 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2015, worth a combined $161M — up 8.5% from $148M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTBK positions and 1 closed out — a net gain of 10 holders — while 30 added to existing stakes and 20 trimmed.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.98M. The largest seller was Wellington Management Group, cutting an estimated $4.11M.
- 73 institutional investors held Heritage Commerce (HTBK) as of Q2 2015, up from 63 in Q1 2015.
- Funds reported $161M of Heritage Commerce stock for Q2 2015, up 8.5% quarter-over-quarter.
- 11 funds opened new Heritage Commerce positions in Q2 2015 and 1 closed out, a net change of +10 holders.
- The largest Heritage Commerce buyer in Q2 2015 was Kennedy Capital Management, an estimated $3.98M added.
- The largest Heritage Commerce seller in Q2 2015 was Wellington Management Group, an estimated $4.11M sold.
Based on aggregated 13F filings for Q2 2015.