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HTBK

Heritage Commerce
HTBK

Delisted

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

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195 hedge funds and large institutions have $643M invested in Heritage Commerce in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $593M → $643M (+$49.9M)

3% more ownership

Funds ownership: 80.71% → 83.7% (+3%)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 200 → 195 (-5)

Holders
195
Holders Change
-5
Holders Change %
-2.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
73
Reduced
54
Closed
36
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$204K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.3M
2
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$10M
3
Millennium Management
Millennium Management
New York
+$9.41M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.36M
5
State Street
State Street
Massachusetts
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
VI
Versor Investments
New York
-$7.96M
2
N
Nuveen
North Carolina
-$6.28M
3
Goldman Sachs
Goldman Sachs
New York
-$5.45M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.52M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
101
Bleakley Financial Group
New Jersey
$456K +$32.7K +2,573 +8%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$453K +$93.5K +7,365 +25%
BPA
103
Beacon Pointe Advisors
California
$421K +$429K +33,753 New
Wells Fargo
104
Wells Fargo
California
$398K -$813K -64,036 -67%
Amundi
105
Amundi
France
$397K +$404K +31,842 New
ECM
106
Evergreen Capital Management
Washington
$371K – – –
CIEC
107
Crédit Industriel et Commercial
France
$370K +$376K +29,617 New
MIM
108
MetLife Investment Management
New Jersey
$367K -$23.4K -1,840 -6%
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$351K +$3.39K +267 +1%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$338K – – –
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$314K +$46.5K +3,661 +17%
DWM
112
Destination Wealth Management
California
$308K – – –
QCG
113
Quadrant Capital Group
Ohio
$296K -$3.65K -287 -1%
VGA
114
Vanguard Global Advisers
Pennsylvania
$286K +$291K +22,904 New
BCI
115
Brinker Capital Investments
Pennsylvania
$275K -$32.1K -2,528 -10%
DS
116
DRW Securities
Illinois
$271K +$276K +21,748 New
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$269K +$59.4K +4,676 +16%
XT
118
XTX Topco
Cayman Islands
$255K -$18K -1,414 -6%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$243K +$46.6K +3,668 +23%
M
120
Murchinson
Ontario, Canada
$232K +$236K +18,600 New
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$219K +$37.7K +2,970 +20%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$211K -$1.87M -146,855 -90%
IIM
123
INTECH Investment Management
Florida
$204K -$108K -8,502 -34%
ASRS
124
Arizona State Retirement System
Arizona
$199K -$3.76K -296 -2%
New York State Common Retirement Fund
125
New York State Common Retirement Fund
New York
$198K – – –
3 4
5
6 7

HTBK Hedge Fund Activity: Q1 2026 in Review

195 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2026, worth a combined $643M — up 8.4% from $593M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HTBK and 35 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 73 added.

The largest buyer was Citigroup, adding an estimated $12.3M. The largest seller was Versor Investments, cutting an estimated $7.96M.

  • 195 institutional investors held Heritage Commerce (HTBK) as of Q1 2026, down from 200 in Q4 2025.
  • Funds reported $643M of Heritage Commerce stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 35 funds opened new Heritage Commerce positions in Q1 2026 and 36 closed out, a net change of -1 holder.
  • The largest Heritage Commerce buyer in Q1 2026 was Citigroup, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q1 2026 was Versor Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q1 2026.