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HTBK

Heritage Commerce
HTBK

Delisted

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

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81 hedge funds and large institutions have $204M invested in Heritage Commerce in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $161M → $204M (+$43.5M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

11% more funds holding

Funds holding: 73 → 81 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
2
BIT
BlackRock Institutional Trust
California
+$4.46M
3
Morgan Stanley
Morgan Stanley
New York
+$1.97M
4
EI
EAM Investors
California
+$1.96M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$4.22M
2
SCA
Stieven Capital Advisors
Missouri
-$2.41M
3
CP
Clover Partners
Texas
-$1.85M
4
MFP
Michael F. Price
-$1.46M
5
KCM
Kennedy Capital Management
Missouri
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Wedge Capital Management
North Carolina
$366K -$58K -5,400 -14%
CAM
52
ClariVest Asset Management
California
$357K +$14.5K +1,350 +4%
TA
53
Teachers Advisors
New York
$346K – – –
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$338K +$16.2K +1,504 +5%
Charles Schwab
55
Charles Schwab
California
$317K – – –
MERSOM
56
Municipal Employees' Retirement System of Michigan
Michigan
$308K +$292K +27,150 New
Citadel Advisors
57
Citadel Advisors
Florida
$306K +$290K +26,984 New
TA
58
Teton Advisors
New York
$295K – – –
BIG
59
Blackthorn Investment Group
Kansas
$249K -$56.9K -5,300 -19%
Ameriprise
60
Ameriprise
Minnesota
$239K +$64.6K +6,018 +39%
NFA
61
Nationwide Fund Advisors
Ohio
$217K -$217K -20,207 -51%
TC
62
TFS Capital
Pennsylvania
$215K +$204K +19,003 New
TRCT
63
Tower Research Capital (TRC)
New York
$214K +$182K +16,960 +890%
AIA
64
AIMZ Investment Advisors
California
$207K – – –
BA
65
BlackRock Advisors
Delaware
$182K +$6.28K +585 +4%
CS
66
Credit Suisse
Switzerland
$182K +$172K +15,997 New
Wells Fargo
67
Wells Fargo
California
$174K -$139K -12,982 -46%
CWM
68
Concert Wealth Management
California
$154K +$144K +13,398 New
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$147K +$139K +12,979 New
AIG
70
American International Group
New York
$140K +$150 +14 +0.1%
Two Sigma Advisers
71
Two Sigma Advisers
New York
$117K -$32.2K -3,000 -22%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$115K +$107K +9,976 +4,939%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$47.7K +$26.4K +2,458 +141%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$13K -$4.49K -418 -27%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.5K -$2.32K -216 -0%
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HTBK Hedge Fund Activity: Q3 2015 in Review

81 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2015, worth a combined $204M — up 27% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.65M. The largest seller was Maltese Capital Management, cutting an estimated $4.22M.

  • 81 institutional investors held Heritage Commerce (HTBK) as of Q3 2015, up from 73 in Q2 2015.
  • Funds reported $204M of Heritage Commerce stock for Q3 2015, up 27% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q3 2015 and 10 closed out, a net change of +8 holders.
  • The largest Heritage Commerce buyer in Q3 2015 was Vanguard Group, an estimated $4.65M added.
  • The largest Heritage Commerce seller in Q3 2015 was Maltese Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2015.