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HTBK

Heritage Commerce

Delisted

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

154 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,500% more call options, than puts

Call options by funds: $56K | Put options by funds: $1K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more capital invested

Capital invested by funds: $503M → $541M (+$38.2M)

7% more funds holding

Funds holding: 144154 (+10)

0.44% more ownership

Funds ownership: 73.16%73.59% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

Holders
154
Holders Change
+10
Holders Change %
+6.94%
% of All Funds
2.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
26
Increased
51
Reduced
51
Closed
13
Calls
$56K
Puts
$1K
Net Calls
+$55K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
101
Arrowstreet Capital
Massachusetts
$231K +$239K +17,792 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$227K +$98.2K +7,304 +72%
PCM
103
Prelude Capital Management
New York
$226K -$104K -7,723 -31%
ASRS
104
Arizona State Retirement System
Arizona
$223K +$9.35K +695 +4%
GTCM
105
Gyon Technologies Capital Management
New Jersey
$213K +$220K +16,349 New
AG
106
Algert Global
California
$211K
Squarepoint
107
Squarepoint
New York
$209K +$216K +16,081 New
OCM
108
Osterweis Capital Management
California
$195K
Osaic Holdings
109
Osaic Holdings
Arizona
$195K
SG Americas Securities
110
SG Americas Securities
New York
$188K -$175 -13 -0.1%
CG
111
Caprock Group
Idaho
$188K +$1.16K +86 +0.6%
RJA
112
Raymond James & Associates
Florida
$187K -$16.4K -1,216 -8%
Assenagon Asset Management
113
Assenagon Asset Management
Luxembourg
$172K +$178K +13,219 New
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$158K -$164K -12,156 -50%
Stifel Financial
115
Stifel Financial
Missouri
$156K
PA
116
Parallel Advisors
California
$153K +$81 +6 +0.1%
Corient Private Wealth
117
Corient Private Wealth
Florida
$150K +$156K +11,565 New
FPCP
118
Fort Point Capital Partners
California
$149K
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$148K
OPCM
120
Osborne Partners Capital Management
California
$144K +$5.15K +383 +4%
LPL Financial
121
LPL Financial
California
$136K +$141K +10,452 New
OWA
122
One Wealth Advisors
California
$131K
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$123K
Canada Life
124
Canada Life
Manitoba, Canada
$107K +$29.4K +2,185 +36%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$101K -$23.7K -1,759 -18%

HTBK Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2022, worth a combined $541M — up 7.6% from $503M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HTBK positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $12.3M. The largest seller was Invesco, cutting an estimated $7.26M.

  • 154 institutional investors held Heritage Commerce (HTBK) as of Q4 2022, up from 144 in Q3 2022.
  • Funds reported $541M of Heritage Commerce stock for Q4 2022, up 7.6% quarter-over-quarter.
  • 26 funds opened new Heritage Commerce positions in Q4 2022 and 13 closed out, a net change of +13 holders.
  • The largest Heritage Commerce buyer in Q4 2022 was Boston Partners, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q4 2022 was Invesco, an estimated $7.26M sold.

Based on aggregated 13F filings for Q4 2022.