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HTBK

Heritage Commerce
HTBK

Delisted

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

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60 hedge funds and large institutions have $141M invested in Heritage Commerce in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

11% more capital invested

Capital invested by funds: $127M → $141M (+$14.2M)

5% more funds holding

Funds holding: 57 → 60 (+3)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
18
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$667K
2
NFA
Nationwide Fund Advisors
Ohio
+$340K
3
Renaissance Technologies
Renaissance Technologies
New York
+$274K
4
MAM
Martingale Asset Management
Massachusetts
+$191K
5
Morgan Stanley
Morgan Stanley
New York
+$184K

Top Sellers

Rank Fund Capital Flow
1
MFP
Michael F. Price
-$428K
2
Stifel Financial
Stifel Financial
Missouri
-$190K
3
PFC
Phocas Financial Corp
California
-$128K
4
Ameriprise
Ameriprise
Minnesota
-$113K
5
MCM
Maltese Capital Management
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$22.9M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.4M -$29.9K -3,500 -0.2%
BFC
3
Banc Funds Company
Illinois
$13.8M – – –
CCCPI
4
Castle Creek Capital Partners IV
California
$11.6M – – –
MCM
5
Maltese Capital Management
New York
$9.76M -$102K -11,933 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.06M +$58.1K +6,799 +0.8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.61M -$50.2K -5,866 -0.8%
CP
8
Clover Partners
Texas
$6.34M – – –
BIT
9
BlackRock Institutional Trust
California
$5.89M -$57.8K -6,756 -1%
BFA
10
BlackRock Fund Advisors
California
$5.12M +$667K +78,019 +16%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$4.01M +$6.58K +769 +0.2%
MFP
12
Michael F. Price
$3.97M -$428K -50,000 -10%
PFC
13
Phocas Financial Corp
California
$3.26M -$128K -15,009 -4%
JC
14
JCSD Capital
California
$3.26M +$3.16M +369,000 New
State Street
15
State Street
Massachusetts
$2.64M +$35.6K +4,169 +1%
BCM
16
Basswood Capital Management
New York
$1.97M -$73.6K -8,607 -4%
Northern Trust
17
Northern Trust
Illinois
$1.92M -$51.6K -6,030 -3%
BCM
18
Bridgeway Capital Management
Texas
$1.32M – – –
Renaissance Technologies
19
Renaissance Technologies
New York
$1.12M +$274K +32,100 +34%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$1.03M – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.01M +$69.6K +8,139 +8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$962K +$2.31K +270 +0.2%
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$921K +$173K +20,256 +24%
TCIM
24
TIAA CREF Investment Management
New York
$831K -$6.82K -797 -0.8%
PAM
25
Panagora Asset Management
Massachusetts
$783K +$34.4K +4,019 +5%
1
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HTBK Hedge Fund Activity: Q4 2014 in Review

60 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2014, worth a combined $141M — up 11% from $127M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HTBK positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $667K. The largest seller was Michael F. Price, cutting an estimated $428K.

  • 60 institutional investors held Heritage Commerce (HTBK) as of Q4 2014, up from 57 in Q3 2014.
  • Funds reported $141M of Heritage Commerce stock for Q4 2014, up 11% quarter-over-quarter.
  • 8 funds opened new Heritage Commerce positions in Q4 2014 and 4 closed out, a net change of +4 holders.
  • The largest Heritage Commerce buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $667K added.
  • The largest Heritage Commerce seller in Q4 2014 was Michael F. Price, an estimated $428K sold.

Based on aggregated 13F filings for Q4 2014.