Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.86M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$8.4M |
| 3 |
BlackRock
New York
|
+$4.02M |
| 4 |
JP Morgan Chase
New York
|
+$3.53M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$23M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$5.09M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.95M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.52M |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.43M |
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.