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HTBK

Heritage Commerce
HTBK

Delisted

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

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195 hedge funds and large institutions have $643M invested in Heritage Commerce in 2026 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 54

8% more capital invested

Capital invested by funds: $593M → $643M (+$49.9M)

3% more ownership

Funds ownership: 80.71% → 83.7% (+3%)

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

3% less funds holding

Funds holding: 200 → 195 (-5)

Holders
195
Holders Change
-5
Holders Change %
-2.5%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
73
Reduced
54
Closed
36
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$204K

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.3M
2
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$10M
3
Millennium Management
Millennium Management
New York
+$9.41M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.36M
5
State Street
State Street
Massachusetts
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
VI
Versor Investments
New York
-$7.96M
2
N
Nuveen
North Carolina
-$6.28M
3
Goldman Sachs
Goldman Sachs
New York
-$5.45M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.52M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
126
Focus Partners Advisor Solutions
Missouri
$195K +$199K +15,650 New
SC
127
Savant Capital
Illinois
$194K +$25.2K +1,988 +15%
CG
128
Caprock Group
Idaho
$187K -$7.73K -609 -4%
ECSS
129
Eurizon Capital SGR SpA
$181K +$2.18K +172 +1%
VIA
130
Vanguard Investments Australia
Australia
$180K +$183K +14,402 New
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$172K +$483 +38 +0.3%
MFG
132
Merit Financial Group
Georgia
$171K +$17.2K +1,353 +11%
ET
133
Entropy Technologies
New York
$160K +$163K +12,856 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$157K +$38 +3 +0%
HF
135
Holcombe Financial
Georgia
$157K – – –
NAM
136
NorthCrest Asset Manangement
Minnesota
$156K -$7.58K -597 -5%
Canada Life
137
Canada Life
Manitoba, Canada
$155K +$2.71K +213 +2%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$154K – – –
Connor, Clark & Lunn Investment Management (CC&L)
139
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$145K -$51K -4,014 -26%
LWM
140
Liberty Wealth Management
California
$142K +$13 +1 +0%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$142K -$8.6K -677 -6%
CCM
142
Chicago Capital Management
Illinois
$132K +$178K +14,014 New
GC
143
Guggenheim Capital
Illinois
$126K +$128K +10,111 New
BHCM
144
Brevan Howard Capital Management
Jersey
$126K +$128K +10,059 New
OWA
145
One Wealth Advisors
California
$125K – – –
Russell Investments Group
146
Russell Investments Group
United Kingdom
$119K +$40.4K +3,179 +50%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$94.6K +$864 +68 +0.9%
LFG
148
Larson Financial Group
Missouri
$88.1K -$3.86K -304 -4%
PA
149
Parallel Advisors
California
$86.6K +$55.6K +4,377 +171%
EWA
150
EverSource Wealth Advisors
Alabama
$79.8K +$914 +72 +1%
4 5
6
7 8

HTBK Hedge Fund Activity: Q1 2026 in Review

195 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2026, worth a combined $643M — up 8.4% from $593M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of HTBK and 35 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 73 added.

The largest buyer was Citigroup, adding an estimated $12.3M. The largest seller was Versor Investments, cutting an estimated $7.96M.

  • 195 institutional investors held Heritage Commerce (HTBK) as of Q1 2026, down from 200 in Q4 2025.
  • Funds reported $643M of Heritage Commerce stock for Q1 2026, up 8.4% quarter-over-quarter.
  • 35 funds opened new Heritage Commerce positions in Q1 2026 and 36 closed out, a net change of -1 holder.
  • The largest Heritage Commerce buyer in Q1 2026 was Citigroup, an estimated $12.3M added.
  • The largest Heritage Commerce seller in Q1 2026 was Versor Investments, an estimated $7.96M sold.

Based on aggregated 13F filings for Q1 2026.