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HTBK

Heritage Commerce
HTBK

Delisted

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

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90 hedge funds and large institutions have $215M invested in Heritage Commerce in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

11% more funds holding

Funds holding: 81 → 90 (+9)

6% more capital invested

Capital invested by funds: $204M → $215M (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
17
Increased
33
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$5.02M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.79M
3
WHG
Westwood Holdings Group
Texas
+$1.35M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.06M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$905K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.9M
2
MCM
Maltese Capital Management
New York
-$1.05M
3
CP
Clover Partners
Texas
-$961K
4
Deutsche Bank
Deutsche Bank
Germany
-$735K
5
LSV Asset Management
LSV Asset Management
Illinois
-$594K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$31M – – –
BFC
2
Banc Funds Company
Illinois
$21.7M – – –
BIT
3
BlackRock Institutional Trust
California
$18.2M +$5.02M +456,531 +43%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.2M +$1.79M +162,247 +14%
CCCPI
5
Castle Creek Capital Partners IV
California
$15.6M – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.2M +$784K +71,236 +8%
BFA
7
BlackRock Fund Advisors
California
$7.5M +$221K +20,071 +3%
MCM
8
Maltese Capital Management
New York
$7.42M -$1.05M -95,000 -13%
PFC
9
Phocas Financial Corp
California
$5.91M +$383K +34,773 +8%
CP
10
Clover Partners
Texas
$5.61M -$961K -87,357 -16%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$5.4M – – –
JC
12
JCSD Capital
California
$4.41M – – –
State Street
13
State Street
Massachusetts
$3.85M +$314K +28,520 +10%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.69M -$85.8K -7,800 -2%
KCM
15
Kennedy Capital Management
Missouri
$3.21M -$388K -35,301 -12%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$3.17M +$1.06M +96,515 +57%
Morgan Stanley
17
Morgan Stanley
New York
$3M +$4.62K +420 +0.2%
MFP
18
Michael F. Price
$2.69M – – –
Northern Trust
19
Northern Trust
Illinois
$2.61M +$217K +19,751 +10%
Allianz Asset Management
20
Allianz Asset Management
Germany
$2.37M +$356K +32,384 +20%
EI
21
EAM Investors
California
$2.19M +$7.95K +722 +0.4%
PAM
22
Panagora Asset Management
Massachusetts
$2.04M +$389K +35,374 +26%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.97M +$8.8K +800 +0.5%
BCM
24
Bridgeway Capital Management
Texas
$1.77M -$310K -28,150 -16%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.71M +$189K +17,201 +14%
1
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HTBK Hedge Fund Activity: Q4 2015 in Review

90 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2015, worth a combined $215M — up 5.5% from $204M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HTBK positions and 6 closed out — a net gain of 11 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $5.02M. The largest seller was Wellington Management Group, cutting an estimated $10.9M.

  • 90 institutional investors held Heritage Commerce (HTBK) as of Q4 2015, up from 81 in Q3 2015.
  • Funds reported $215M of Heritage Commerce stock for Q4 2015, up 5.5% quarter-over-quarter.
  • 17 funds opened new Heritage Commerce positions in Q4 2015 and 6 closed out, a net change of +11 holders.
  • The largest Heritage Commerce buyer in Q4 2015 was BlackRock Institutional Trust, an estimated $5.02M added.
  • The largest Heritage Commerce seller in Q4 2015 was Wellington Management Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2015.