Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
63 hedge funds and large institutions have $123M invested in Heritage Commerce in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
7% more funds holding
Funds holding: 59 → 63 (+4)
3% more capital invested
Capital invested by funds: $119M → $123M (+$3.62M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$2.63M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$1.57M |
| 3 |
HHC
Hutchin Hill Capital
New York
|
+$556K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$500K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBLCM
Roaring Blue Lion Capital Management
Dallas,
Texas
|
-$2.66M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.42M |
| 3 |
MFP
Michael F. Price
|
-$796K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$262K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$229K |
HTBK Hedge Fund Activity: Q3 2013 in Review
63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2013, worth a combined $123M — up 3% from $119M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new HTBK positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $2.63M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.66M.
- 63 institutional investors held Heritage Commerce (HTBK) as of Q3 2013, up from 59 in Q2 2013.
- Funds reported $123M of Heritage Commerce stock for Q3 2013, up 3% quarter-over-quarter.
- 7 funds opened new Heritage Commerce positions in Q3 2013 and 3 closed out, a net change of +4 holders.
- The largest Heritage Commerce buyer in Q3 2013 was Maltese Capital Management, an estimated $2.63M added.
- The largest Heritage Commerce seller in Q3 2013 was Roaring Blue Lion Capital Management, an estimated $2.66M sold.
Based on aggregated 13F filings for Q3 2013.