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HTBK

Heritage Commerce
HTBK

Delisted

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

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166 hedge funds and large institutions have $450M invested in Heritage Commerce in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 8

175% more call options, than puts

Call options by funds: $272K | Put options by funds: $99K

52% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 46

20% more capital invested

Capital invested by funds: $376M → $450M (+$74.3M)

13% more funds holding

Funds holding: 147 → 166 (+19)

1.65% more ownership

Funds ownership: 72.61% → 74.26% (+1.7%)

Holders
166
Holders Change
+19
Holders Change %
+12.93%
% of All Funds
2.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
70
Reduced
46
Closed
8
Calls
$272K
Puts
$99K
Net Calls
+$173K
Net Calls Change
+$156K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.86M
2
Boston Partners
Boston Partners
Massachusetts
+$8.4M
3
BlackRock
BlackRock
New York
+$4.02M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.53M
5
GCP
GSA Capital Partners
United Kingdom
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$5.09M
3
SCA
Stieven Capital Advisors
Missouri
-$1.95M
4
KCM
Kennedy Capital Management
Missouri
-$1.52M
5
FL
Fourthstone LLC
Missouri
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
126
Raymond James & Associates
Florida
$130K +$4.1K +465 +4%
QCG
127
Quadrant Capital Group
Ohio
$130K -$4.04K -459 -3%
HH
128
Hilltop Holdings
Texas
$124K +$110K +12,500 New
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$122K +$99.1K +11,248 +1,070%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$122K +$108K +12,292 New
AC
131
AXQ Capital
New Jersey
$114K +$101K +11,520 New
FPCP
132
Fort Point Capital Partners
California
$114K – – –
LWM
133
Liberty Wealth Management
California
$113K – – –
Mariner
134
Mariner
Kansas
$112K +$99.9K +11,339 New
OPCM
135
Osborne Partners Capital Management
California
$105K – – –
Canada Life
136
Canada Life
Manitoba, Canada
$103K -$2.75K -312 -3%
AI
137
Atom Investors
Texas
$100K +$89K +10,099 New
OWA
138
One Wealth Advisors
California
$99.6K – – –
QT
139
Quantbot Technologies
New York
$93.2K +$82.8K +9,400 New
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$90.1K -$10.6K -1,200 -12%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$70.7K +$50.1K +5,690 +396%
EC
142
EntryPoint Capital
New York
$68.3K +$60.6K +6,882 New
AIP
143
Ameritas Investment Partners
Nebraska
$58K – – –
SSG
144
Summit Securities Group
New York
$56K +$49.8K +5,654 New
S
145
SignatureFD
Georgia
$55K +$890 +101 +2%
AB
146
Amalgamated Bank
New York
$51K -$5.28K -599 -10%
Federated Hermes
147
Federated Hermes
Pennsylvania
$48.2K -$672K -76,266 -94%
PP
148
PFS Partners
New Jersey
$47.8K – – –
LC
149
Lindbrook Capital
California
$47.4K +$13.6K +1,543 +48%
GI
150
GAMMA Investing
California
$43.9K +$43.5K +4,933 New
3 4 5
6
7

HTBK Hedge Fund Activity: Q4 2023 in Review

166 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2023, worth a combined $450M — up 20% from $376M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new HTBK positions and 8 closed out — a net gain of 20 holders — while 70 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.86M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $23M.

  • 166 institutional investors held Heritage Commerce (HTBK) as of Q4 2023, up from 147 in Q3 2023.
  • Funds reported $450M of Heritage Commerce stock for Q4 2023, up 20% quarter-over-quarter.
  • 28 funds opened new Heritage Commerce positions in Q4 2023 and 8 closed out, a net change of +20 holders.
  • The largest Heritage Commerce buyer in Q4 2023 was Morgan Stanley, an estimated $8.86M added.
  • The largest Heritage Commerce seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $23M sold.

Based on aggregated 13F filings for Q4 2023.