Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
104 hedge funds and large institutions have $367M invested in Heritage Commerce in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 12 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 27
1.19% more ownership
Funds ownership: 68.95% → 70.14% (+1.2%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding
Funds holding: 104 → 104 (0)
0% less capital invested
Capital invested by funds: $369M → $367M (-$1.49M)
100% less call options, than puts
Call options by funds: $1K | Put options by funds: $351K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$3.33M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.51M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.16M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.32M |
| 2 |
ZDA
Zweig-DiMenna Associates
New York
|
-$8.2M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.4M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$1.02M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$850K |
HTBK Hedge Fund Activity: Q2 2017 in Review
104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2017, worth a combined $367M — down 0.4% from $369M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HTBK positions and 12 closed out — a net gain of 1 holder — while 49 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock, adding an estimated $6M. The largest seller was Wellington Management Group, cutting an estimated $9.32M.
- 104 institutional investors held Heritage Commerce (HTBK) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $367M of Heritage Commerce stock for Q2 2017, down 0.4% quarter-over-quarter.
- 13 funds opened new Heritage Commerce positions in Q2 2017 and 12 closed out, a net change of +1 holder.
- The largest Heritage Commerce buyer in Q2 2017 was BlackRock, an estimated $6M added.
- The largest Heritage Commerce seller in Q2 2017 was Wellington Management Group, an estimated $9.32M sold.
Based on aggregated 13F filings for Q2 2017.