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HTBK

Heritage Commerce

Delisted

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

154 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,500% more call options, than puts

Call options by funds: $56K | Put options by funds: $1K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $503M → $541M (+$38.2M)

7% more funds holding

Funds holding: 144154 (+10)

0.44% more ownership

Funds ownership: 73.16%73.59% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
51
Reduced
51
Closed
13
Calls
$56K
Puts
$1K
Net Calls
+$55K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.17M +$12.4K +919 +1%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$1.17M -$863K -64,184 -42%
CS
53
Credit Suisse
Switzerland
$1.15M +$155K +11,514 +15%
Victory Capital Management
54
Victory Capital Management
Texas
$1.12M -$532K -39,584 -32%
CSS
55
Cubist Systematic Strategies
Connecticut
$1.11M +$797K +59,282 +224%
EGI
56
EAM Global Investors
California
$1.07M +$1.11M +82,248 New
PAM
57
Panagora Asset Management
Massachusetts
$1.04M +$1.07M +79,797 New
BCM
58
Bridgeway Capital Management
Texas
$1.01M -$135K -10,000 -11%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$991K +$13.4K +997 +1%
UBS Group
60
UBS Group
Switzerland
$956K +$617K +45,876 +166%
Renaissance Technologies
61
Renaissance Technologies
New York
$854K +$136K +10,100 +18%
CAM
62
ClariVest Asset Management
California
$847K -$12.1K -900 -1%
GCM
63
Graham Capital Management
Connecticut
$827K +$856K +63,650 New
RJFSA
64
Raymond James Financial Services Advisors
Florida
$817K -$10.1K -748 -1%
EI
65
EAM Investors
California
$726K +$751K +55,846 New
Federated Hermes
66
Federated Hermes
Pennsylvania
$677K +$700K +52,061 New
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$659K -$21K -1,561 -3%
NYLIM
68
New York Life Investment Management
New York
$655K +$72.7K +5,408 +12%
Public Employees Retirement Association of Colorado
69
Public Employees Retirement Association of Colorado
Colorado
$597K
UBS AM
70
UBS AM
Illinois
$565K -$53.8K -3,997 -8%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$525K -$73.2K -5,442 -12%
AQR Capital Management
72
AQR Capital Management
Connecticut
$480K -$456K -33,913 -48%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$470K +$24.8K +1,840 +5%
Barclays
74
Barclays
United Kingdom
$467K +$261K +19,385 +117%
Citadel Advisors
75
Citadel Advisors
Florida
$454K -$24.9K -1,852 -5%

HTBK Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2022, worth a combined $541M — up 7.6% from $503M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTBK positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.3M. The largest seller was Invesco, cutting an estimated $7.26M.

  • 154 institutional investors held Heritage Commerce (HTBK) as of Q4 2022, up from 144 in Q3 2022.
  • Funds reported $541M of Heritage Commerce stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 26 funds opened new Heritage Commerce positions in Q4 2022 and 13 closed out, a net change of +13 holders.
  • The largest Heritage Commerce buyer in Q4 2022 was Boston Partners, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q4 2022 was Invesco, an estimated $7.26M sold.

Based on aggregated 13F filings for Q4 2022.