Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
91 hedge funds and large institutions have $193M invested in Heritage Commerce in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1% more funds holding
Funds holding: 90 → 91 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less capital invested
Capital invested by funds: $215M → $193M (-$22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$3.95M |
| 2 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$1.61M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$694K |
| 4 |
CC
Consector Capital
New York
|
+$502K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
+$485K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Michael F. Price
|
-$2.69M |
| 2 |
Millennium Management
New York
|
-$733K |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$666K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$648K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$381K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -78 | Closed |
|
HTBK Hedge Fund Activity: Q1 2016 in Review
91 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2016, worth a combined $193M — down 10% from $215M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new HTBK positions and 10 closed out — a net gain of 1 holder — while 29 added to existing stakes and 26 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $3.95M. The largest seller was Michael F. Price, exiting entirely with an estimated $2.69M sold.
- 91 institutional investors held Heritage Commerce (HTBK) as of Q1 2016, up from 90 in Q4 2015.
- Funds reported $193M of Heritage Commerce stock for Q1 2016, down 10% quarter-over-quarter.
- 11 funds opened new Heritage Commerce positions in Q1 2016 and 10 closed out, a net change of +1 holder.
- The largest Heritage Commerce buyer in Q1 2016 was Westwood Holdings Group, an estimated $3.95M added.
- The largest Heritage Commerce seller in Q1 2016 was Michael F. Price, an estimated $2.69M sold.
Based on aggregated 13F filings for Q1 2016.