HTBK

Heritage Commerce

Delisted

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

194 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
Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
126
Focus Partners Advisor Solutions
Missouri
$195K
SC
127
Savant Capital
Illinois
$194K
CG
128
Caprock Group
Idaho
$187K
ECSS
129
Eurizon Capital SGR SpA
$181K
VIA
130
Vanguard Investments Australia
Australia
$180K
SFI
131
Susquehanna Fundamental Investments
Pennsylvania
$172K
MFG
132
Merit Financial Group
Georgia
$171K
ET
133
Entropy Technologies
New York
$160K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$157K
HF
135
Holcombe Financial
Georgia
$157K
NAM
136
NorthCrest Asset Manangement
Minnesota
$156K
Canada Life
137
Canada Life
Manitoba, Canada
$155K
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
LWM
140
Liberty Wealth Management
California
$142K
VOYA Investment Management
141
VOYA Investment Management
Georgia
$142K
CCM
142
Chicago Capital Management
Illinois
$132K
GC
143
Guggenheim Capital
Illinois
$126K
BHCM
144
Brevan Howard Capital Management
Jersey
$126K
OWA
145
One Wealth Advisors
California
$125K
Russell Investments Group
146
Russell Investments Group
United Kingdom
$119K
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$94.6K
LFG
148
Larson Financial Group
Missouri
$88.1K
PA
149
Parallel Advisors
California
$86.6K
EWA
150
EverSource Wealth Advisors
Alabama
$79.8K