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HTBK

Heritage Commerce
HTBK

Delisted

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

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81 hedge funds and large institutions have $204M invested in Heritage Commerce in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

27% more capital invested

Capital invested by funds: $161M → $204M (+$43.5M)

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

11% more funds holding

Funds holding: 73 → 81 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
81
Holders Change
+8
Holders Change %
+10.96%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
26
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.65M
2
BIT
BlackRock Institutional Trust
California
+$4.46M
3
Morgan Stanley
Morgan Stanley
New York
+$1.97M
4
EI
EAM Investors
California
+$1.96M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$4.22M
2
SCA
Stieven Capital Advisors
Missouri
-$2.41M
3
CP
Clover Partners
Texas
-$1.85M
4
MFP
Michael F. Price
-$1.46M
5
KCM
Kennedy Capital Management
Missouri
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K – – –
BJ
77
BlackRock Japan
Japan
$6K +$6.12K +570 New
MTIP
78
Magee Thomson Investment Partners
California
$5K +$5.09K +474 New
Federated Hermes
79
Federated Hermes
Pennsylvania
$1K +$838 +78 New
MFS
80
MSI Financial Services
Massachusetts
$1K +$1.07K +100 New
SCA
81
Stieven Capital Advisors
Missouri
– -$2.41M -251,100 Closed
MAM
82
Martingale Asset Management
Massachusetts
– -$248K -25,710 Closed
GCP
83
GSA Capital Partners
United Kingdom
– -$128K -13,369 Closed
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
– -$115K -11,919 Closed
Goldman Sachs
85
Goldman Sachs
New York
– -$114K -11,880 Closed
SO
86
STRS Ohio
Ohio
– -$102K -9,497 Closed
Invesco
87
Invesco
Georgia
– -$81K -8,473 Closed
Barclays
88
Barclays
United Kingdom
– -$3K -402 Closed
Bank of America
89
Bank of America
North Carolina
– -$3K -319 Closed
Citigroup
90
Citigroup
New York
– -$2.89K -269 -99%
JG
91
Jefferies Group
New York
– -$1K -81 Closed
1 2 3
4

HTBK Hedge Fund Activity: Q3 2015 in Review

81 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2015, worth a combined $204M — up 27% from $161M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 10 closed out — a net gain of 8 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.65M. The largest seller was Maltese Capital Management, cutting an estimated $4.22M.

  • 81 institutional investors held Heritage Commerce (HTBK) as of Q3 2015, up from 73 in Q2 2015.
  • Funds reported $204M of Heritage Commerce stock for Q3 2015, up 27% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q3 2015 and 10 closed out, a net change of +8 holders.
  • The largest Heritage Commerce buyer in Q3 2015 was Vanguard Group, an estimated $4.65M added.
  • The largest Heritage Commerce seller in Q3 2015 was Maltese Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2015.