Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
59 hedge funds and large institutions have $133M invested in Heritage Commerce in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
8% more capital invested
Capital invested by funds: $123M → $133M (+$10.2M)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
6% less funds holding
Funds holding: 63 → 59 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$368K |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$340K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$306K |
| 4 |
CP
Clover Partners
Dallas,
Texas
|
+$230K |
| 5 |
Bank of New York Mellon
New York
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Michael F. Price
|
-$951K |
| 2 |
RBLCM
Roaring Blue Lion Capital Management
Dallas,
Texas
|
-$940K |
| 3 |
Goldman Sachs
New York
|
-$240K |
| 4 |
JP Morgan Chase
New York
|
-$176K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$176K |
HTBK Hedge Fund Activity: Q4 2013 in Review
59 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2013, worth a combined $133M — up 8.3% from $123M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of HTBK and 3 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 22 added.
The largest buyer was Vanguard Group, adding an estimated $368K. The largest seller was Michael F. Price, cutting an estimated $951K.
- 59 institutional investors held Heritage Commerce (HTBK) as of Q4 2013, down from 63 in Q3 2013.
- Funds reported $133M of Heritage Commerce stock for Q4 2013, up 8.3% quarter-over-quarter.
- 3 funds opened new Heritage Commerce positions in Q4 2013 and 7 closed out, a net change of -4 holders.
- The largest Heritage Commerce buyer in Q4 2013 was Vanguard Group, an estimated $368K added.
- The largest Heritage Commerce seller in Q4 2013 was Michael F. Price, an estimated $951K sold.
Based on aggregated 13F filings for Q4 2013.