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HTBK

Heritage Commerce
HTBK

Delisted

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

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117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

13% more funds holding

Funds holding: 104 → 117 (+13)

11% more capital invested

Capital invested by funds: $378M → $419M (+$40.4M)

1.43% more ownership

Funds ownership: 70.08% → 71.51% (+1.4%)

Holders
117
Holders Change
+13
Holders Change %
+12.5%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
42
Reduced
35
Closed
7
Calls
$762K
Puts
–
Net Calls
+$762K
Net Calls Change
+$1.45M

Top Buyers

Rank Fund Capital Flow
1
TA
Tiedemann Advisors
New York
+$9.15M
2
Millennium Management
Millennium Management
New York
+$6.57M
3
ZIM
Zacks Investment Management
Illinois
+$1.71M
4
AL
AJO LP
Pennsylvania
+$1.64M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.5M
2
WHG
Westwood Holdings Group
Texas
-$2.67M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$927K
5
NFA
Nationwide Fund Advisors
Ohio
-$893K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Meeder Asset Management
Ohio
$123K +$102K +6,683 +472%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$120K +$38.1K +2,504 +47%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$84K +$83.7K +5,502 New
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$72K +$456 +30 +0.6%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$62K +$61.4K +4,037 New
Canada Life
106
Canada Life
Manitoba, Canada
$60K +$1.9K +125 +3%
VFA
107
Valeo Financial Advisors
Indiana
$56K +$26.1K +1,718 +89%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$50K +$49.8K +3,271 New
AIP
109
Ameritas Investment Partners
Nebraska
$49K – – –
WA
110
Winfield Associates
Ohio
$37K – – –
II
111
Inspire Investing
Idaho
$18K +$18.3K +1,200 New
DCM
112
Delpha Capital Management
New York
$12K +$12.2K +801 New
ASN
113
Advisory Services Network
Georgia
$8K – – –
SWP
114
Stratos Wealth Partners
Ohio
$6K +$6.09K +400 New
TRCT
115
Tower Research Capital (TRC)
New York
$4K -$66.7K -4,382 -95%
WAM
116
Watermark Asset Management
California
$3K – – –
CA
117
Calton & Associates
Florida
$3K +$2.92K +192 New
PFC
118
Phocas Financial Corp
California
– -$2K -142,202 Closed
NFA
119
Nationwide Fund Advisors
Ohio
– -$893K -62,754 Closed
SG Americas Securities
120
SG Americas Securities
New York
– -$699K -49,147 Closed
HCM
121
Hilton Capital Management
New York
– -$263K -18,465 Closed
VF
122
Virtu Financial
New York
– -$177K -12,434 Closed
Simplex Trading
123
Simplex Trading
Illinois
– -$15.5K -1,019 Closed
Loomis, Sayles & Company
124
Loomis, Sayles & Company
Massachusetts
– -$1K -85 Closed
1 2 3 4
5

HTBK Hedge Fund Activity: Q4 2017 in Review

117 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2017, worth a combined $419M — up 11% from $378M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new HTBK positions and 7 closed out — a net gain of 13 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $9.15M. The largest seller was Wellington Management Group, cutting an estimated $12.5M.

  • 117 institutional investors held Heritage Commerce (HTBK) as of Q4 2017, up from 104 in Q3 2017.
  • Funds reported $419M of Heritage Commerce stock for Q4 2017, up 11% quarter-over-quarter.
  • 20 funds opened new Heritage Commerce positions in Q4 2017 and 7 closed out, a net change of +13 holders.
  • The largest Heritage Commerce buyer in Q4 2017 was Tiedemann Advisors, an estimated $9.15M added.
  • The largest Heritage Commerce seller in Q4 2017 was Wellington Management Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2017.