Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
118 hedge funds and large institutions have $415M invested in Heritage Commerce in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 14 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 36
6% more capital invested
Capital invested by funds: $391M → $415M (+$24M)
3.55% more ownership
Funds ownership: 74.57% → 78.12% (+3.5%)
3% less funds holding
Funds holding: 122 → 118 (-4)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.58M |
| 3 |
MOACM
Mutual of America Capital Management
New York
|
+$2.41M |
| 4 |
Millennium Management
New York
|
+$2.07M |
| 5 |
Two Sigma Investments
New York
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.47M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.34M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.09M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARTA
126
A.R.T. Advisors
New York
| – | -$165K | -13,650 | Closed |
|
|
EGM
127
Engineers Gate Manager
New York
| – | -$164K | -13,591 | Closed |
|
|
CSS
128
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$122K | -10,066 | Closed |
|
|
QCG
129
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$2K | -200 | Closed |
|
130
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -48 | Closed |
|
HTBK Hedge Fund Activity: Q2 2019 in Review
118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2019, worth a combined $415M — up 6.2% from $391M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HTBK and 12 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 44 added.
The largest buyer was Wellington Management Group, adding an estimated $14.8M. The largest seller was AllianceBernstein, cutting an estimated $2.47M.
- 118 institutional investors held Heritage Commerce (HTBK) as of Q2 2019, down from 122 in Q1 2019.
- Funds reported $415M of Heritage Commerce stock for Q2 2019, up 6.2% quarter-over-quarter.
- 12 funds opened new Heritage Commerce positions in Q2 2019 and 14 closed out, a net change of -2 holders.
- The largest Heritage Commerce buyer in Q2 2019 was Wellington Management Group, an estimated $14.8M added.
- The largest Heritage Commerce seller in Q2 2019 was AllianceBernstein, an estimated $2.47M sold.
Based on aggregated 13F filings for Q2 2019.