Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
133 hedge funds and large institutions have $476M invested in Heritage Commerce in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 48 reducing their positions, and 10 closing their positions.
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
11% more funds holding
Funds holding: 120 → 133 (+13)
0% more call options, than puts
Call options by funds: $6K | Put options by funds: $6K
0.02% less ownership
Funds ownership: 71.2% → 71.18% (-0.02%)
8% less capital invested
Capital invested by funds: $520M → $476M (-$44.1M)
23% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$9.5M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$7.64M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.74M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.12M |
| 5 |
RA
Royce & Associates
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.1M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$6.63M |
| 4 |
BlackRock
New York
|
-$5.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.92M |
HTBK Hedge Fund Activity: Q2 2021 in Review
133 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2021, worth a combined $476M — down 8.5% from $520M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HTBK positions and 10 closed out — a net gain of 13 holders — while 37 added to existing stakes and 48 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $12M.
- 133 institutional investors held Heritage Commerce (HTBK) as of Q2 2021, up from 120 in Q1 2021.
- Funds reported $476M of Heritage Commerce stock for Q2 2021, down 8.5% quarter-over-quarter.
- 23 funds opened new Heritage Commerce positions in Q2 2021 and 10 closed out, a net change of +13 holders.
- The largest Heritage Commerce buyer in Q2 2021 was Granite Investment Partners, an estimated $9.5M added.
- The largest Heritage Commerce seller in Q2 2021 was T. Rowe Price Associates, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2021.