Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
117 hedge funds and large institutions have $419M invested in Heritage Commerce in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
20% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 35
13% more funds holding
Funds holding: 104 → 117 (+13)
10% more capital invested
Capital invested by funds: $380M → $419M (+$38.4M)
1.43% more ownership
Funds ownership: 70.08% → 71.51% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
+$9.15M |
| 2 |
Millennium Management
New York
|
+$6.57M |
| 3 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$1.71M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$1.64M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$12.5M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$2.67M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.04M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$2M |
| 5 |
Renaissance Technologies
New York
|
-$927K |
HTBK Hedge Fund Activity: Q4 2017 in Review
117 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2017, worth a combined $419M — up 10% from $380M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new HTBK positions and 7 closed out — a net gain of 13 holders — while 42 added to existing stakes and 35 trimmed.
The largest buyer was Tiedemann Advisors, opening a new position worth an estimated $9.15M. The largest seller was Wellington Management Group, cutting an estimated $12.5M.
- 117 institutional investors held Heritage Commerce (HTBK) as of Q4 2017, up from 104 in Q3 2017.
- Funds reported $419M of Heritage Commerce stock for Q4 2017, up 10% quarter-over-quarter.
- 20 funds opened new Heritage Commerce positions in Q4 2017 and 7 closed out, a net change of +13 holders.
- The largest Heritage Commerce buyer in Q4 2017 was Tiedemann Advisors, an estimated $9.15M added.
- The largest Heritage Commerce seller in Q4 2017 was Wellington Management Group, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2017.