We are live on ! Find out more
HTBK

Heritage Commerce
HTBK

Delisted

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

Back to rankings

91 hedge funds and large institutions have $193M invested in Heritage Commerce in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 90 → 91 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

10% less capital invested

Capital invested by funds: $215M → $193M (-$22M)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
29
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$3.95M
2
SCA
Stieven Capital Advisors
Missouri
+$1.61M
3
Invesco
Invesco
Georgia
+$694K
4
CC
Consector Capital
New York
+$502K
5
BCM
BHZ Capital Management
California
+$485K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$2.69M
2
Millennium Management
Millennium Management
New York
-$733K
3
EI
EAM Investors
California
-$666K
4
BFC
Banc Funds Company
Illinois
-$648K
5
BCM
Bridgeway Capital Management
Texas
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$384K +$38.7K +3,940 +11%
AIA
52
AIMZ Investment Advisors
California
$350K +$180K +18,279 +100%
TA
53
Teachers Advisors
New York
$343K +$37.1K +3,773 +12%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$336K +$330K +33,583 New
First Trust Advisors
55
First Trust Advisors
Illinois
$308K -$80.1K -8,158 -21%
Wells Fargo
56
Wells Fargo
California
$294K +$35.3K +3,596 +14%
HCM
57
Hilton Capital Management
New York
$276K -$345K -35,124 -56%
MERSOM
58
Municipal Employees' Retirement System of Michigan
Michigan
$272K – – –
TA
59
Teton Advisors
New York
$260K – – –
Millennium Management
60
Millennium Management
New York
$245K -$733K -74,628 -75%
MCA
61
Mendon Capital Advisors
Florida
$245K – – –
Citigroup
62
Citigroup
New York
$243K +$143K +14,540 +149%
Deutsche Bank
63
Deutsche Bank
Germany
$240K +$599 +61 +0.3%
PCM
64
Palouse Capital Management
Washington
$231K -$12.1K -1,231 -5%
BG
65
BlackRock Group
United Kingdom
$228K – – –
Ameriprise
66
Ameriprise
Minnesota
$217K -$3.43K -349 -2%
NFA
67
Nationwide Fund Advisors
Ohio
$203K +$97.1K +9,884 +49%
TC
68
TFS Capital
Pennsylvania
$192K +$188K +19,160 New
Stifel Financial
69
Stifel Financial
Missouri
$178K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$175K +$172K +17,467 New
Goldman Sachs
71
Goldman Sachs
New York
$169K -$52.8K -5,376 -24%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$160K – – –
MLICM
73
Metropolitan Life Insurance Company (MetLife)
New York
$160K – – –
Bank of America
74
Bank of America
North Carolina
$141K -$1.36K -138 -1%
CWM
75
Concert Wealth Management
California
$133K – – –
1 2
3
4 5

HTBK Hedge Fund Activity: Q1 2016 in Review

91 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2016, worth a combined $193M — down 10% from $215M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HTBK positions and 10 closed out — a net gain of 1 holder — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $3.95M. The largest seller was Michael F. Price, exiting entirely with an estimated $2.69M sold.

  • 91 institutional investors held Heritage Commerce (HTBK) as of Q1 2016, up from 90 in Q4 2015.
  • Funds reported $193M of Heritage Commerce stock for Q1 2016, down 10% quarter-over-quarter.
  • 11 funds opened new Heritage Commerce positions in Q1 2016 and 10 closed out, a net change of +1 holder.
  • The largest Heritage Commerce buyer in Q1 2016 was Westwood Holdings Group, an estimated $3.95M added.
  • The largest Heritage Commerce seller in Q1 2016 was Michael F. Price, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2016.