We are live on ! Find out more
HTBK

Heritage Commerce
HTBK

Delisted

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

Back to rankings

57 hedge funds and large institutions have $127M invested in Heritage Commerce in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less capital invested

Capital invested by funds: $138M → $127M (-$10.5M)

10% less funds holding

Funds holding: 63 → 57 (-6)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$637K
2
TAM
THB Asset Management
Connecticut
+$608K
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$361K
4
Renaissance Technologies
Renaissance Technologies
New York
+$237K
5
PPA
Parametric Portfolio Associates
Washington
+$146K

Top Sellers

Rank Fund Capital Flow
1
FG
FSI Group
Ohio
-$1.27M
2
BIG
Blackthorn Investment Group
Kansas
-$333K
3
MFP
Michael F. Price
-$257K
4
BFA
BlackRock Fund Advisors
California
-$235K
5
Morgan Stanley
Morgan Stanley
New York
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$21.3M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.4M +$53.5K +6,529 +0.4%
BFC
3
Banc Funds Company
Illinois
$12.9M – – –
CCCPI
4
Castle Creek Capital Partners IV
California
$10.7M – – –
MCM
5
Maltese Capital Management
New York
$9.17M +$637K +77,800 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.43M -$115K -14,024 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.2M +$29.6K +3,617 +0.5%
CP
8
Clover Partners
Texas
$5.9M – – –
BIT
9
BlackRock Institutional Trust
California
$5.53M +$46.6K +5,687 +0.9%
BFA
10
BlackRock Fund Advisors
California
$4.12M -$235K -28,636 -5%
MFP
11
Michael F. Price
$4.11M -$257K -31,390 -6%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$3.72M +$361K +44,091 +11%
PFC
13
Phocas Financial Corp
California
$3.16M +$94.4K +11,527 +3%
State Street
14
State Street
Massachusetts
$2.42M +$19.4K +2,366 +0.8%
BCM
15
Basswood Capital Management
New York
$1.9M +$7.67K +936 +0.4%
Northern Trust
16
Northern Trust
Illinois
$1.83M -$39.2K -4,788 -2%
BCM
17
Bridgeway Capital Management
Texas
$1.23M – – –
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$997K – – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$892K +$33.4K +4,078 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$869K -$3.45K -421 -0.4%
TCIM
21
TIAA CREF Investment Management
New York
$779K -$37.3K -4,556 -5%
Renaissance Technologies
22
Renaissance Technologies
New York
$777K +$237K +28,929 +44%
PAM
23
Panagora Asset Management
Massachusetts
$695K -$36.7K -4,487 -5%
DGHMC
24
Dalton, Greiner, Hartman, Maher & Co
New York
$690K +$3.44K +420 +0.5%
HHC
25
Hutchin Hill Capital
New York
$670K – – –
1
2 3

HTBK Hedge Fund Activity: Q3 2014 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q3 2014, worth a combined $127M — down 7.6% from $138M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HTBK and 2 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Maltese Capital Management, adding an estimated $637K. The largest seller was FSI Group, exiting entirely with an estimated $1.27M sold.

  • 57 institutional investors held Heritage Commerce (HTBK) as of Q3 2014, down from 63 in Q2 2014.
  • Funds reported $127M of Heritage Commerce stock for Q3 2014, down 7.6% quarter-over-quarter.
  • 2 funds opened new Heritage Commerce positions in Q3 2014 and 7 closed out, a net change of -5 holders.
  • The largest Heritage Commerce buyer in Q3 2014 was Maltese Capital Management, an estimated $637K added.
  • The largest Heritage Commerce seller in Q3 2014 was FSI Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2014.