Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
90 hedge funds and large institutions have $215M invested in Heritage Commerce in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
11% more funds holding
Funds holding: 81 → 90 (+9)
6% more capital invested
Capital invested by funds: $204M → $215M (+$11.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$5.02M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.79M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$1.35M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.06M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$905K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.9M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$1.05M |
| 3 |
CP
Clover Partners
Dallas,
Texas
|
-$961K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$735K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$594K |
HTBK Hedge Fund Activity: Q4 2015 in Review
90 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2015, worth a combined $215M — up 5.5% from $204M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new HTBK positions and 6 closed out — a net gain of 11 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $5.02M. The largest seller was Wellington Management Group, cutting an estimated $10.9M.
- 90 institutional investors held Heritage Commerce (HTBK) as of Q4 2015, up from 81 in Q3 2015.
- Funds reported $215M of Heritage Commerce stock for Q4 2015, up 5.5% quarter-over-quarter.
- 17 funds opened new Heritage Commerce positions in Q4 2015 and 6 closed out, a net change of +11 holders.
- The largest Heritage Commerce buyer in Q4 2015 was BlackRock Institutional Trust, an estimated $5.02M added.
- The largest Heritage Commerce seller in Q4 2015 was Wellington Management Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2015.