Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
103 hedge funds and large institutions have $373M invested in Heritage Commerce in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 13 closing their positions.
68.24% more ownership
Funds ownership: 0% → 68.24% (+68%)
63% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 27
34% more capital invested
Capital invested by funds: $278M → $373M (+$95.1M)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
3% more funds holding
Funds holding: 100 → 103 (+3)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $810K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$34.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$16.5M |
| 3 |
ZDA
Zweig-DiMenna Associates
New York
|
+$8.53M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.98M |
| 5 |
Renaissance Technologies
New York
|
+$4.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$48.5M |
| 2 |
CCCPI
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
|
-$41.2M |
| 3 |
MCM
Maltese Capital Management
New York
|
-$2.54M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.73M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$1.09M |
HTBK Hedge Fund Activity: Q4 2016 in Review
103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2016, worth a combined $373M — up 34% from $278M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTBK positions and 13 closed out — a net gain of 4 holders — while 44 added to existing stakes and 27 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $34.8M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $48.5M sold.
- 103 institutional investors held Heritage Commerce (HTBK) as of Q4 2016, up from 100 in Q3 2016.
- Funds reported $373M of Heritage Commerce stock for Q4 2016, up 34% quarter-over-quarter.
- 17 funds opened new Heritage Commerce positions in Q4 2016 and 13 closed out, a net change of +4 holders.
- The largest Heritage Commerce buyer in Q4 2016 was Wellington Management Group, an estimated $34.8M added.
- The largest Heritage Commerce seller in Q4 2016 was Patriot Financial Partners, an estimated $48.5M sold.
Based on aggregated 13F filings for Q4 2016.