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HTBK

Heritage Commerce
HTBK

Delisted

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

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129 hedge funds and large institutions have $410M invested in Heritage Commerce in 2019 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

199,000% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $1K

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

9% more funds holding

Funds holding: 118 → 129 (+11)

2.09% more ownership

Funds ownership: 78.12% → 80.21% (+2.1%)

1% less capital invested

Capital invested by funds: $415M → $410M (-$4.31M)

Holders
129
Holders Change
+11
Holders Change %
+9.32%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
50
Reduced
29
Closed
6
Calls
$1.99M
Puts
$1K
Net Calls
+$1.99M
Net Calls Change
+$477K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.29M
2
Goldman Sachs
Goldman Sachs
New York
+$3.79M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.52M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.92M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$3.83M
2
MCM
Maltese Capital Management
New York
-$3.15M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.15M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.88M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$310K -$2.19K -184 -0.7%
Prudential Financial
77
Prudential Financial
New Jersey
$308K -$133K -11,156 -30%
TA
78
Teton Advisors
New York
$304K -$80.3K -6,760 -21%
First Trust Advisors
79
First Trust Advisors
Illinois
$297K -$908K -76,372 -75%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$278K +$10.7K +900 +4%
CCIA
81
Campbell & Co Investment Adviser
Maryland
$258K +$137K +11,521 +110%
Barclays
82
Barclays
United Kingdom
$246K -$78.5K -6,604 -24%
PCM
83
Palouse Capital Management
Washington
$237K -$11.3K -955 -5%
SIM
84
Spark Investment Management
New York
$232K +$113K +9,474 +92%
QSS
85
Quantitative Systematic Strategies
Florida
$227K +$93.3K +7,848 +68%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$220K – – –
ARTA
87
A.R.T. Advisors
New York
$219K +$222K +18,650 New
EGM
88
Engineers Gate Manager
New York
$216K +$219K +18,416 New
RJFSA
89
Raymond James Financial Services Advisors
Florida
$215K – – –
MIM
90
MetLife Investment Management
New Jersey
$210K – – –
SCM
91
Silvant Capital Management
Georgia
$203K – – –
FPCP
92
Fort Point Capital Partners
California
$203K +$39.5K +3,327 +24%
CG
93
Caprock Group
Idaho
$169K – – –
GC
94
Globeflex Capital
California
$162K – – –
Citigroup
95
Citigroup
New York
$161K -$80.4K -6,767 -33%
MAM
96
Martingale Asset Management
Massachusetts
$157K – – –
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$150K – – –
SRAM
98
Stone Ridge Asset Management
New York
$150K +$152K +12,792 New
PFP
99
Patriot Financial Partners
Pennsylvania
$141K +$143K +11,994 New
Jane Street
100
Jane Street
New York
$138K +$139K +11,698 New
2 3
4
5 6

HTBK Hedge Fund Activity: Q3 2019 in Review

129 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2019, worth a combined $410M — down 1% from $415M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 6 closed out — a net gain of 12 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.29M. The largest seller was Kennedy Capital Management, cutting an estimated $3.83M.

  • 129 institutional investors held Heritage Commerce (HTBK) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $410M of Heritage Commerce stock for Q3 2019, down 1% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q3 2019 and 6 closed out, a net change of +12 holders.
  • The largest Heritage Commerce buyer in Q3 2019 was Morgan Stanley, an estimated $6.29M added.
  • The largest Heritage Commerce seller in Q3 2019 was Kennedy Capital Management, an estimated $3.83M sold.

Based on aggregated 13F filings for Q3 2019.