Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
120 hedge funds and large institutions have $520M invested in Heritage Commerce in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 11 closing their positions.
40% more capital invested
Capital invested by funds: $372M → $520M (+$148M)
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
0.99% more ownership
Funds ownership: 70.22% → 71.2% (+0.99%)
1% more funds holding
Funds holding: 119 → 120 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.33M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.97M |
| 3 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$6.95M |
| 4 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$5.43M |
| 5 |
State Street
Boston,
Massachusetts
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$23.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.13M |
| 3 |
Renaissance Technologies
New York
|
-$2.45M |
| 4 |
Morgan Stanley
New York
|
-$2.23M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$220K | -22,034 | Closed |
|
|
QI
127
QS Investors
New York
| – | -$103K | -11,609 | Closed |
|
128
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$26K | -2,962 | Closed |
|
|
PWPS
129
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$7K | -806 | Closed |
|
|
ABC
130
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$4K | -443 | Closed |
|
HTBK Hedge Fund Activity: Q1 2021 in Review
120 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2021, worth a combined $520M — up 40% from $372M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HTBK positions and 11 closed out — a net gain of 2 holders — while 45 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock, adding an estimated $8.33M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $23.8M.
- 120 institutional investors held Heritage Commerce (HTBK) as of Q1 2021, up from 119 in Q4 2020.
- Funds reported $520M of Heritage Commerce stock for Q1 2021, up 40% quarter-over-quarter.
- 13 funds opened new Heritage Commerce positions in Q1 2021 and 11 closed out, a net change of +2 holders.
- The largest Heritage Commerce buyer in Q1 2021 was BlackRock, an estimated $8.33M added.
- The largest Heritage Commerce seller in Q1 2021 was Thrivent Financial for Lutherans, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2021.