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HTBK

Heritage Commerce
HTBK

Delisted

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

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131 hedge funds and large institutions have $537M invested in Heritage Commerce in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 23

31% more capital invested

Capital invested by funds: $410M → $537M (+$127M)

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

2% more funds holding

Funds holding: 129 → 131 (+2)

9.61% less ownership

Funds ownership: 80.21% → 70.59% (-9.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
23
Closed
19
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$13.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13.2M
3
ECA
Endeavour Capital Advisors
Connecticut
+$10.1M
4
FCM
FJ Capital Management
Virginia
+$8.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$5.29M
2
Morgan Stanley
Morgan Stanley
New York
-$5.05M
3
Goldman Sachs
Goldman Sachs
New York
-$3.69M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.48M
5
KCM
Kennedy Capital Management
Missouri
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
$1.07M +$1.02M +83,727 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$226K +18,524 +28%
Stifel Financial
53
Stifel Financial
Missouri
$1.07M -$258K -21,231 -20%
WG
54
Winton Group
United Kingdom
$1.05M -$181K -14,844 -15%
Bank of America
55
Bank of America
North Carolina
$1.01M +$86.4K +7,100 +10%
CCM
56
Castine Capital Management
Massachusetts
$1.01M +$955K +78,412 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$998K +$900K +73,940 +1,937%
SGI
58
Summit Global Investments
Utah
$988K +$26.5K +2,180 +3%
American Century Companies
59
American Century Companies
Missouri
$986K -$308K -25,331 -25%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$962K – – –
OAM
61
Oxford Asset Management
United Kingdom
$919K +$872K +71,626 New
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$763K -$1.42M -116,963 -66%
EGM
63
Engineers Gate Manager
New York
$754K +$491K +40,366 +219%
Barclays
64
Barclays
United Kingdom
$711K +$420K +34,499 +165%
BOS
65
Bingham Osborn & Scarborough
California
$682K +$647K +53,168 New
EM
66
ELCO Management
New York
$641K +$609K +50,000 New
MCA
67
Mendon Capital Advisors
Florida
$641K +$609K +50,000 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$631K +$141K +11,600 +31%
CS
69
Credit Suisse
Switzerland
$615K +$66.5K +5,462 +13%
UBS AM
70
UBS AM
Illinois
$612K +$10.4K +855 +2%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$607K -$90.4K -7,429 -14%
MAM
72
Meeder Asset Management
Ohio
$589K +$558K +45,868 New
MERSOM
73
Municipal Employees' Retirement System of Michigan
Michigan
$571K – – –
SFM
74
Systematic Financial Management
New Jersey
$567K +$102K +8,385 +23%
Squarepoint
75
Squarepoint
New York
$548K +$31.7K +2,604 +6%
1 2
3
4 5

HTBK Hedge Fund Activity: Q4 2019 in Review

131 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2019, worth a combined $537M — up 31% from $410M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new HTBK positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Allianz Asset Management, cutting an estimated $5.29M.

  • 131 institutional investors held Heritage Commerce (HTBK) as of Q4 2019, up from 129 in Q3 2019.
  • Funds reported $537M of Heritage Commerce stock for Q4 2019, up 31% quarter-over-quarter.
  • 22 funds opened new Heritage Commerce positions in Q4 2019 and 19 closed out, a net change of +3 holders.
  • The largest Heritage Commerce buyer in Q4 2019 was BlackRock, an estimated $13.6M added.
  • The largest Heritage Commerce seller in Q4 2019 was Allianz Asset Management, an estimated $5.29M sold.

Based on aggregated 13F filings for Q4 2019.