Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
131 hedge funds and large institutions have $536M invested in Heritage Commerce in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 19 closing their positions.
174% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 23
31% more capital invested
Capital invested by funds: $410M → $536M (+$126M)
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
2% more funds holding
Funds holding: 129 → 131 (+2)
9.64% less ownership
Funds ownership: 80.21% → 70.57% (-9.6%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$13.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.2M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$10.1M |
| 4 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$8.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$5.29M |
| 2 |
Morgan Stanley
New York
|
-$5.05M |
| 3 |
Goldman Sachs
New York
|
-$3.69M |
| 4 |
Renaissance Technologies
New York
|
-$3.48M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.99M |
HTBK Hedge Fund Activity: Q4 2019 in Review
131 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2019, worth a combined $536M — up 31% from $410M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HTBK positions and 19 closed out — a net gain of 3 holders — while 63 added to existing stakes and 23 trimmed.
The largest buyer was BlackRock, adding an estimated $13.6M. The largest seller was Allianz Asset Management, cutting an estimated $5.29M.
- 131 institutional investors held Heritage Commerce (HTBK) as of Q4 2019, up from 129 in Q3 2019.
- Funds reported $536M of Heritage Commerce stock for Q4 2019, up 31% quarter-over-quarter.
- 22 funds opened new Heritage Commerce positions in Q4 2019 and 19 closed out, a net change of +3 holders.
- The largest Heritage Commerce buyer in Q4 2019 was BlackRock, an estimated $13.6M added.
- The largest Heritage Commerce seller in Q4 2019 was Allianz Asset Management, an estimated $5.29M sold.
Based on aggregated 13F filings for Q4 2019.