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HTBK

Heritage Commerce
HTBK

Delisted

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

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166 hedge funds and large institutions have $450M invested in Heritage Commerce in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

175% more call options, than puts

Call options by funds: $272K | Put options by funds: $99K

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

20% more capital invested

Capital invested by funds: $376M → $450M (+$74.3M)

13% more funds holding

Funds holding: 147 → 166 (+19)

1.65% more ownership

Funds ownership: 72.61% → 74.26% (+1.7%)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
46
Closed
8
Calls
$272K
Puts
$99K
Net Calls
+$173K
Net Calls Change
+$156K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.86M
2
Boston Partners
Boston Partners
Massachusetts
+$8.4M
3
BlackRock
BlackRock
New York
+$4.02M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.53M
5
GCP
GSA Capital Partners
United Kingdom
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$5.09M
3
SCA
Stieven Capital Advisors
Missouri
-$1.95M
4
KCM
Kennedy Capital Management
Missouri
-$1.52M
5
FL
Fourthstone LLC
Missouri
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$257K -$193K -21,882 -46%
Mirae Asset Global Investments
102
Mirae Asset Global Investments
South Korea
$252K – – –
Walleye Capital
103
Walleye Capital
New York
$192K +$170K +19,349 New
AIM
104
Aigen Investment Management
New York
$185K +$164K +18,616 New
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$185K +$255 +29 +0.2%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$182K +$78.4K +8,905 +94%
Prudential Financial
107
Prudential Financial
New Jersey
$180K +$160K +18,188 New
TRCT
108
Tower Research Capital (TRC)
New York
$172K +$14K +1,594 +10%
DT
109
Diversified Trust
Tennessee
$171K +$53.8K +6,103 +55%
ASRS
110
Arizona State Retirement System
Arizona
$169K -$2.48K -282 -2%
Citadel Advisors
111
Citadel Advisors
Florida
$169K -$10.5K -1,196 -7%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$168K – – –
WWP
113
Waypoint Wealth Partners
California
$167K -$52.9K -6,000 -26%
LNC
114
Lincoln National Corp
Pennsylvania
$159K +$2.04K +231 +1%
ACM
115
Aquatic Capital Management
Illinois
$158K +$105K +11,900 +298%
Jacobs Levy Equity Management
116
Jacobs Levy Equity Management
New Jersey
$156K +$139K +15,728 New
Osaic Holdings
117
Osaic Holdings
Arizona
$149K -$42.2K -4,786 -24%
BSW
118
Buckingham Strategic Wealth
Missouri
$149K – – –
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$147K +$13.6K +1,539 +12%
CG
120
Caprock Group
Idaho
$143K -$79 -9 -0.1%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$138K +$122K +13,864 New
Stifel Financial
122
Stifel Financial
Missouri
$136K -$131K -14,878 -52%
Corient Private Wealth
123
Corient Private Wealth
Florida
$135K +$19.1K +2,165 +19%
MAM
124
Martingale Asset Management
Massachusetts
$134K -$357K -40,494 -75%
PA
125
Parallel Advisors
California
$133K +$5.63K +639 +5%
3 4
5
6 7

HTBK Hedge Fund Activity: Q4 2023 in Review

166 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2023, worth a combined $450M — up 20% from $376M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTBK positions and 8 closed out — a net gain of 20 holders — while 70 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.86M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $23M.

  • 166 institutional investors held Heritage Commerce (HTBK) as of Q4 2023, up from 147 in Q3 2023.
  • Funds reported $450M of Heritage Commerce stock for Q4 2023, up 20% quarter-over-quarter.
  • 28 funds opened new Heritage Commerce positions in Q4 2023 and 8 closed out, a net change of +20 holders.
  • The largest Heritage Commerce buyer in Q4 2023 was Morgan Stanley, an estimated $8.86M added.
  • The largest Heritage Commerce seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.