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HTBK

Heritage Commerce
HTBK

Delisted

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

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121 hedge funds and large institutions have $535M invested in Heritage Commerce in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 65 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 26

17% more capital invested

Capital invested by funds: $458M → $535M (+$76.9M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

5.56% more ownership

Funds ownership: 72.57% → 78.13% (+5.6%)

0% more funds holding

Funds holding: 121 → 121 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
65
Reduced
26
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$23.9M
2
Ameriprise
Ameriprise
Minnesota
+$14.5M
3
BlackRock
BlackRock
New York
+$6.32M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.54M
5
BA
Boston Advisors
Massachusetts
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.99M
2
BFC
Banc Funds Company
Illinois
-$6.03M
3
SCA
Stieven Capital Advisors
Missouri
-$5.26M
4
Millennium Management
Millennium Management
New York
-$2.29M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$840K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
76
UBS AM
Illinois
$577K +$228K +13,451 +66%
GC
77
Globeflex Capital
California
$559K +$86.6K +5,100 +18%
TA
78
Teton Advisors
New York
$525K – – –
RJFSA
79
Raymond James Financial Services Advisors
Florida
$524K +$815 +48 +0.2%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$486K -$89.7K -5,287 -16%
QI
81
QS Investors
New York
$449K +$37.9K +2,230 +9%
AIG
82
American International Group
New York
$442K +$49K +2,886 +12%
GIP
83
Granite Investment Partners
California
$421K – – –
SW
84
SVB Wealth
Massachusetts
$406K +$405K +23,872 New
SSWM
85
Sheets Smith Wealth Management
North Carolina
$394K +$43.5K +2,560 +12%
CI
86
Cigna Investments
Connecticut
$335K -$2.73K -161 -0.8%
PCM
87
Palouse Capital Management
Washington
$319K – – –
MIM
88
MetLife Investment Management
New Jersey
$303K – – –
HW
89
Hancock Whitney
Mississippi
$299K +$18.5K +1,090 +7%
WI
90
WBI Investments
New Jersey
$297K -$787K -46,358 -73%
SCM
91
Silvant Capital Management
Georgia
$294K +$293K +17,290 New
VOYA Investment Management
92
VOYA Investment Management
Georgia
$273K +$40.5K +2,384 +17%
Principal Financial Group
93
Principal Financial Group
Iowa
$269K +$31.2K +1,838 +13%
CG
94
Caprock Group
Idaho
$244K – – –
EGM
95
Engineers Gate Manager
New York
$241K +$241K +14,172 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$227K +$4.82K +284 +2%
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$217K +$8.78K +517 +4%
Macquarie Group
98
Macquarie Group
Australia
$204K -$35.6K -2,100 -15%
AIA
99
AIMZ Investment Advisors
California
$194K +$2.07K +122 +1%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$191K +$191K +11,241 New
2 3
4
5 6

HTBK Hedge Fund Activity: Q2 2018 in Review

121 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2018, worth a combined $535M — up 17% from $458M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HTBK positions and 10 closed out — a net gain of 1 holder — while 65 added to existing stakes and 26 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $23.9M. The largest seller was Wellington Management Group, cutting an estimated $7.99M.

  • 121 institutional investors held Heritage Commerce (HTBK) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $535M of Heritage Commerce stock for Q2 2018, up 17% quarter-over-quarter.
  • 11 funds opened new Heritage Commerce positions in Q2 2018 and 10 closed out, a net change of +1 holder.
  • The largest Heritage Commerce buyer in Q2 2018 was T. Rowe Price Associates, an estimated $23.9M added.
  • The largest Heritage Commerce seller in Q2 2018 was Wellington Management Group, an estimated $7.99M sold.

Based on aggregated 13F filings for Q2 2018.