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HTBK

Heritage Commerce
HTBK

Delisted

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

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119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $270M → $372M (+$102M)

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.87% more ownership

Funds ownership: 68.35% → 70.22% (+1.9%)

1% more funds holding

Funds holding: 118 → 119 (+1)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
33
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.96M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.92M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.67M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
2
MOACM
Mutual of America Capital Management
New York
-$1.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
4
FL
Fourthstone LLC
Missouri
-$1.27M
5
Millennium Management
Millennium Management
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$705K +$645K +79,465 New
SW
52
SVB Wealth
Massachusetts
$655K -$2.6K -320 -0.4%
RAM
53
Redmond Asset Management
Virginia
$646K +$591K +72,859 New
UBS Group
54
UBS Group
Switzerland
$616K +$103K +12,753 +23%
Two Sigma Investments
55
Two Sigma Investments
New York
$548K -$864K -106,543 -63%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$436K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$423K -$1.35M -166,579 -78%
Barclays
58
Barclays
United Kingdom
$416K -$63.8K -7,860 -14%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$408K +$5.75K +709 +2%
UBS AM
60
UBS AM
Illinois
$377K – – –
GIM
61
Guardian Investment Management
California
$377K -$16.2K -2,000 -4%
GC
62
Globeflex Capital
California
$355K – – –
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$341K -$27.1K -3,340 -8%
HCM
64
Hilton Capital Management
New York
$260K +$238K +29,345 New
Squarepoint
65
Squarepoint
New York
$252K +$230K +28,398 New
IA
66
IndexIQ Advisors
New York
$242K +$22.9K +2,819 +12%
PCM
67
Palouse Capital Management
Washington
$239K +$37.7K +4,652 +21%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$234K +$47.2K +5,824 +28%
TI
69
Trexquant Investment
Connecticut
$230K +$210K +25,914 New
PAM
70
Panagora Asset Management
Massachusetts
$224K +$150K +18,474 +272%
First Trust Advisors
71
First Trust Advisors
Illinois
$210K +$14.3K +1,760 +8%
WWP
72
Waypoint Wealth Partners
California
$202K +$185K +22,801 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$195K +$69.2K +8,535 +63%
TRCT
74
Tower Research Capital (TRC)
New York
$163K -$51.9K -6,393 -26%
ASRS
75
Arizona State Retirement System
Arizona
$154K -$5.52K -681 -4%
1 2
3
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HTBK Hedge Fund Activity: Q4 2020 in Review

119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2020, worth a combined $372M — up 38% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 16 closed out — a net gain of 2 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $4.96M. The largest seller was Renaissance Technologies, cutting an estimated $1.76M.

  • 119 institutional investors held Heritage Commerce (HTBK) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $372M of Heritage Commerce stock for Q4 2020, up 38% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q4 2020 and 16 closed out, a net change of +2 holders.
  • The largest Heritage Commerce buyer in Q4 2020 was Invesco, an estimated $4.96M added.
  • The largest Heritage Commerce seller in Q4 2020 was Renaissance Technologies, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2020.