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HTBK

Heritage Commerce
HTBK

Delisted

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

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117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 104 → 117 (+13)

11% more capital invested

Capital invested by funds: $378M → $419M (+$40.4M)

1.43% more ownership

Funds ownership: 70.08% → 71.51% (+1.4%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
7
Calls
$762K
Puts
–
Net Calls
+$762K
Net Calls Change
+$1.45M

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$9.15M
2
Millennium Management
Millennium Management
New York
+$6.57M
3
ZIM
Zacks Investment Management
Illinois
+$1.71M
4
AL
AJO LP
Pennsylvania
+$1.64M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
WHG
Westwood Holdings Group
Texas
-$2.67M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$927K
5
NFA
Nationwide Fund Advisors
Ohio
-$893K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$919K – – –
OAM
52
Oxford Asset Management
United Kingdom
$875K -$78.9K -5,183 -8%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$874K -$7.08K -465 -0.8%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$868K -$16K -1,052 -2%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$824K +$325K +21,336 +66%
CS
56
Credit Suisse
Switzerland
$789K -$97.7K -6,423 -11%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$787K +$42.6K +2,800 +6%
UBS Group
58
UBS Group
Switzerland
$777K +$22.2K +1,458 +3%
Citadel Advisors
59
Citadel Advisors
Florida
$744K -$66.9K -4,396 -8%
SRAM
60
Stone Ridge Asset Management
New York
$728K +$723K +47,542 New
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$723K – – –
TI
62
Trexquant Investment
Connecticut
$645K +$485K +31,861 +311%
MWNA
63
Marshall Wace North America
New York
$624K +$620K +40,734 New
Bessemer Group
64
Bessemer Group
New Jersey
$613K – – –
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$594K -$138K -9,072 -19%
Prudential Financial
66
Prudential Financial
New Jersey
$562K +$70K +4,600 +14%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$538K -$98.4K -6,469 -16%
Stifel Financial
68
Stifel Financial
Missouri
$537K +$83.2K +5,465 +18%
SCA
69
Secor Capital Advisors
New York
$536K -$122K -8,038 -19%
PP
70
PDT Partners
New York
$480K +$20.5K +1,345 +4%
DTL
71
Dynamic Technology Lab
Singapore
$477K +$43.5K +2,861 +10%
TA
72
Teton Advisors
New York
$473K – – –
RJFSA
73
Raymond James Financial Services Advisors
Florida
$471K – – –
Ameriprise
74
Ameriprise
Minnesota
$426K +$4.05K +266 +1%
AQR Capital Management
75
AQR Capital Management
Connecticut
$426K +$423K +27,829 New
1 2
3
4 5

HTBK Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2017, worth a combined $419M — up 11% from $378M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTBK positions and 7 closed out — a net gain of 13 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $9.15M. The largest seller was Wellington Management Group, cutting an estimated $12.5M.

  • 117 institutional investors held Heritage Commerce (HTBK) as of Q4 2017, up from 104 in Q3 2017.
  • Funds reported $419M of Heritage Commerce stock for Q4 2017, up 11% quarter-over-quarter.
  • 20 funds opened new Heritage Commerce positions in Q4 2017 and 7 closed out, a net change of +13 holders.
  • The largest Heritage Commerce buyer in Q4 2017 was Tiedemann Advisors, an estimated $9.15M added.
  • The largest Heritage Commerce seller in Q4 2017 was Wellington Management Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2017.