Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
119 hedge funds and large institutions have $372M invested in Heritage Commerce in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.
38% more capital invested
Capital invested by funds: $270M → $372M (+$102M)
30% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 33
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1.87% more ownership
Funds ownership: 68.35% → 70.22% (+1.9%)
1% more funds holding
Funds holding: 118 → 119 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.96M |
| 2 |
Morgan Stanley
New York
|
+$2.48M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.92M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.67M |
| 5 |
JP Morgan Chase
New York
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$1.76M |
| 2 |
MOACM
Mutual of America Capital Management
New York
|
-$1.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.35M |
| 4 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.27M |
| 5 |
Millennium Management
New York
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFP
126
Patriot Financial Partners
Radnor,
Pennsylvania
| – | -$166K | -25,000 | Closed |
|
|
EGM
127
Engineers Gate Manager
New York
| – | -$147K | -22,066 | Closed |
|
|
MIM
128
Martin Investment Management
Palm Beach Gardens,
Florida
| – | -$115K | -17,290 | Closed |
|
129
Russell Investments Group
London,
United Kingdom
| – | -$94K | -14,267 | Closed |
|
|
WG
130
Winton Group
London,
United Kingdom
| – | -$78K | -11,769 | Closed |
|
131
Rafferty Asset Management
New York
| – | -$78K | -11,693 | Closed |
|
132
Stifel Financial
St. Louis,
Missouri
| – | -$73K | -10,880 | Closed |
|
|
RPWA
133
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | +$438 | +54 | New |
|
HTBK Hedge Fund Activity: Q4 2020 in Review
119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2020, worth a combined $372M — up 38% from $270M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HTBK positions and 16 closed out — a net gain of 2 holders — while 43 added to existing stakes and 33 trimmed.
The largest buyer was Invesco, adding an estimated $4.96M. The largest seller was Renaissance Technologies, cutting an estimated $1.76M.
- 119 institutional investors held Heritage Commerce (HTBK) as of Q4 2020, up from 118 in Q3 2020.
- Funds reported $372M of Heritage Commerce stock for Q4 2020, up 38% quarter-over-quarter.
- 18 funds opened new Heritage Commerce positions in Q4 2020 and 16 closed out, a net change of +2 holders.
- The largest Heritage Commerce buyer in Q4 2020 was Invesco, an estimated $4.96M added.
- The largest Heritage Commerce seller in Q4 2020 was Renaissance Technologies, an estimated $1.76M sold.
Based on aggregated 13F filings for Q4 2020.