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HTBK

Heritage Commerce
HTBK

Delisted

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

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119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $270M → $372M (+$102M)

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1.87% more ownership

Funds ownership: 68.35% → 70.22% (+1.9%)

1% more funds holding

Funds holding: 118 → 119 (+1)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
43
Reduced
33
Closed
16
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.96M
2
Morgan Stanley
Morgan Stanley
New York
+$2.48M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.92M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.67M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.76M
2
MOACM
Mutual of America Capital Management
New York
-$1.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
4
FL
Fourthstone LLC
Missouri
-$1.27M
5
Millennium Management
Millennium Management
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K -$58.6K -7,221 -71%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$20K +$2.48K +306 +15%
GAM
103
Gemmer Asset Management
California
$16K – – –
S
104
SignatureFD
Georgia
$13K – – –
BEI
105
Benjamin Edwards Inc
Missouri
$13K +$12.2K +1,499 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$10K – – –
SN
107
Sittner & Nelson
Oregon
$10K +$9K +1,109 New
US Bancorp
108
US Bancorp
Minnesota
$9K – – –
EI
109
Ellevest Inc
New York
$8K +$7.44K +917 New
Macquarie Group
110
Macquarie Group
Australia
$7K – – –
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$7K +$6.54K +806 New
ABC
112
Associated Banc-Corp
Wisconsin
$4K – – –
PA
113
Parallel Advisors
California
$4K – – –
NSIM
114
North Star Investment Management
Illinois
$3K -$543K -66,900 -99%
BCA
115
Berman Capital Advisors
Georgia
$3K +$8 +1 +0.3%
AIG
116
American International Group
New York
$1.12K +$742K +91,510 +263%
GWS
117
Glassman Wealth Services
Virginia
$1K – – –
LC
118
Lindbrook Capital
California
$1K +$1.11K +137 New
MOACM
119
Mutual of America Capital Management
New York
– -$1.61M -241,784 Closed
FL
120
Fourthstone LLC
Missouri
– -$1.27M -191,100 Closed
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
– -$317K -47,595 Closed
AQR Capital Management
122
AQR Capital Management
Connecticut
– -$204K -30,579 Closed
HF
123
HRT Financial
New York
– -$199K -29,978 Closed
BOS
124
Bingham Osborn & Scarborough
California
– -$170K -25,603 Closed
WCM
125
Weld Capital Management
New York
– -$167K -25,148 Closed
2 3 4
5
6

HTBK Hedge Fund Activity: Q4 2020 in Review

119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2020, worth a combined $372M — up 38% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HTBK positions and 16 closed out — a net gain of 2 holders — while 43 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $4.96M. The largest seller was Renaissance Technologies, cutting an estimated $1.76M.

  • 119 institutional investors held Heritage Commerce (HTBK) as of Q4 2020, up from 118 in Q3 2020.
  • Funds reported $372M of Heritage Commerce stock for Q4 2020, up 38% quarter-over-quarter.
  • 18 funds opened new Heritage Commerce positions in Q4 2020 and 16 closed out, a net change of +2 holders.
  • The largest Heritage Commerce buyer in Q4 2020 was Invesco, an estimated $4.96M added.
  • The largest Heritage Commerce seller in Q4 2020 was Renaissance Technologies, an estimated $1.76M sold.

Based on aggregated 13F filings for Q4 2020.