Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
63 hedge funds and large institutions have $138M invested in Heritage Commerce in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
5% more funds holding
Funds holding: 60 → 63 (+3)
8% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 24
1.49% less ownership
Funds ownership: 65.32% → 63.83% (-1.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
52% less capital inflows, than outflows
Capital inflows: $2.98M | Capital outflows: $6.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Maltese Capital Management
New York
|
+$1.53M |
| 2 |
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$605K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$117K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$114K |
| 5 |
Morgan Stanley
New York
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Roaring Blue Lion Capital Management
Dallas,
Texas
|
-$2.48M |
| 2 |
MFP
Michael F. Price
|
-$942K |
| 3 |
Phocas Financial Corp
Alameda,
California
|
-$694K |
| 4 |
BlackRock Fund Advisors
San Francisco,
California
|
-$461K |
| 5 |
Bridgeway Capital Management
Houston,
Texas
|
-$390K |
HTBK Hedge Fund Activity: Q2 2014 in Review
63 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2014, worth a combined $138M — down 0.98% from $139M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new HTBK positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 24 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $1.53M. The largest seller was Roaring Blue Lion Capital Management, cutting an estimated $2.48M.
- 63 institutional investors held Heritage Commerce (HTBK) as of Q2 2014, up from 60 in Q1 2014.
- Funds reported $138M of Heritage Commerce stock for Q2 2014, down 0.98% quarter-over-quarter.
- 5 funds opened new Heritage Commerce positions in Q2 2014 and 2 closed out, a net change of +3 holders.
- The largest Heritage Commerce buyer in Q2 2014 was Maltese Capital Management, an estimated $1.53M added.
- The largest Heritage Commerce seller in Q2 2014 was Roaring Blue Lion Capital Management, an estimated $2.48M sold.
Based on aggregated 13F filings for Q2 2014.