Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
145 hedge funds and large institutions have $472M invested in Heritage Commerce in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 8 closing their positions.
800% more call options, than puts
Call options by funds: $18K | Put options by funds: $2K
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
1% more funds holding
Funds holding: 144 → 145 (+1)
0.55% more ownership
Funds ownership: 72.45% → 73.01% (+0.55%)
4% less capital invested
Capital invested by funds: $492M → $472M (-$20.5M)
23% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$8.67M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$6.18M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.54M |
| 4 |
Morgan Stanley
New York
|
+$2.43M |
| 5 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$2.88M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$2.52M |
| 3 |
Bank of New York Mellon
New York
|
-$1.93M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.89M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.73M |
HTBK Hedge Fund Activity: Q2 2022 in Review
145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2022, worth a combined $472M — down 4.2% from $492M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HTBK positions and 8 closed out — a net gain of 4 holders — while 43 added to existing stakes and 56 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $8.67M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $2.88M.
- 145 institutional investors held Heritage Commerce (HTBK) as of Q2 2022, up from 144 in Q1 2022.
- Funds reported $472M of Heritage Commerce stock for Q2 2022, down 4.2% quarter-over-quarter.
- 12 funds opened new Heritage Commerce positions in Q2 2022 and 8 closed out, a net change of +4 holders.
- The largest Heritage Commerce buyer in Q2 2022 was FJ Capital Management, an estimated $8.67M added.
- The largest Heritage Commerce seller in Q2 2022 was Elizabeth Park Capital Advisors, an estimated $2.88M sold.
Based on aggregated 13F filings for Q2 2022.