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HTBK

Heritage Commerce
HTBK

Delisted

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

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166 hedge funds and large institutions have $450M invested in Heritage Commerce in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

175% more call options, than puts

Call options by funds: $272K | Put options by funds: $99K

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

20% more capital invested

Capital invested by funds: $376M → $450M (+$74.3M)

13% more funds holding

Funds holding: 147 → 166 (+19)

1.65% more ownership

Funds ownership: 72.61% → 74.26% (+1.7%)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
46
Closed
8
Calls
$272K
Puts
$99K
Net Calls
+$173K
Net Calls Change
+$156K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.86M
2
Boston Partners
Boston Partners
Massachusetts
+$8.4M
3
BlackRock
BlackRock
New York
+$4.02M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.53M
5
GCP
GSA Capital Partners
United Kingdom
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$5.09M
3
SCA
Stieven Capital Advisors
Missouri
-$1.95M
4
KCM
Kennedy Capital Management
Missouri
-$1.52M
5
FL
Fourthstone LLC
Missouri
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$1.12M +$61.2K +6,950 +7%
FL
52
Fourthstone LLC
Missouri
$1.04M -$1.43M -161,777 -61%
Victory Capital Management
53
Victory Capital Management
Texas
$968K +$53.7K +6,100 +7%
PRCP
54
Pacific Ridge Capital Partners
Oregon
$954K – – –
HAM
55
HoldCo Asset Management
Florida
$937K – – –
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$921K -$1.18K -134 -0.1%
First Manhattan
57
First Manhattan
New York
$913K – – –
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$869K -$20.7K -2,352 -3%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$866K +$75.8K +8,600 +11%
CSS
60
Cubist Systematic Strategies
Connecticut
$798K +$708K +80,424 New
TD Asset Management
61
TD Asset Management
Ontario, Canada
$748K -$775K -88,034 -54%
TI
62
Trexquant Investment
Connecticut
$662K +$421K +47,755 +252%
SO
63
STRS Ohio
Ohio
$643K +$157K +17,800 +38%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$637K +$221K +25,055 +64%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$636K -$26.3K -2,984 -4%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$540K +$100K +11,404 +27%
WTC
67
WhitTier Trust Company
Nevada
$524K – – –
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$518K +$460K +52,253 New
OQS
69
Occudo Quantitative Strategies
Florida
$477K +$571K +64,873 New
Citigroup
70
Citigroup
New York
$475K +$259K +29,397 +159%
Creative Planning
71
Creative Planning
Kansas
$467K +$133K +15,057 +47%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$451K +$400K +45,461 New
Legal & General Group
73
Legal & General Group
United Kingdom
$442K – – –
Public Employees Retirement Association of Colorado
74
Public Employees Retirement Association of Colorado
Colorado
$436K -$14.8K -1,676 -4%
Teacher Retirement System of Texas
75
Teacher Retirement System of Texas
Texas
$436K -$10.5K -1,196 -3%
1 2
3
4 5

HTBK Hedge Fund Activity: Q4 2023 in Review

166 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2023, worth a combined $450M — up 20% from $376M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTBK positions and 8 closed out — a net gain of 20 holders — while 70 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.86M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $23M.

  • 166 institutional investors held Heritage Commerce (HTBK) as of Q4 2023, up from 147 in Q3 2023.
  • Funds reported $450M of Heritage Commerce stock for Q4 2023, up 20% quarter-over-quarter.
  • 28 funds opened new Heritage Commerce positions in Q4 2023 and 8 closed out, a net change of +20 holders.
  • The largest Heritage Commerce buyer in Q4 2023 was Morgan Stanley, an estimated $8.86M added.
  • The largest Heritage Commerce seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.