Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
133 hedge funds and large institutions have $476M invested in Heritage Commerce in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
12% more funds holding
Funds holding: 119 → 133 (+14)
0% less ownership
Funds ownership: 71.2% → 71.2% (-0%)
0% more call options, than puts
Call options by funds: $6K | Put options by funds: $6K
9% less capital invested
Capital invested by funds: $521M → $476M (-$45M)
19% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$9.5M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$7.64M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$5.74M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.12M |
| 5 |
RA
Royce & Associates
New York
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.1M |
| 3 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$6.63M |
| 4 |
BlackRock
New York
|
-$5.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.92M |
HTBK Hedge Fund Activity: Q2 2021 in Review
133 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q2 2021, worth a combined $476M — down 8.6% from $521M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HTBK positions and 9 closed out — a net gain of 14 holders — while 38 added to existing stakes and 47 trimmed.
The largest buyer was Granite Investment Partners, opening a new position worth an estimated $9.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $12M.
- 133 institutional investors held Heritage Commerce (HTBK) as of Q2 2021, up from 119 in Q1 2021.
- Funds reported $476M of Heritage Commerce stock for Q2 2021, down 8.6% quarter-over-quarter.
- 23 funds opened new Heritage Commerce positions in Q2 2021 and 9 closed out, a net change of +14 holders.
- The largest Heritage Commerce buyer in Q2 2021 was Granite Investment Partners, an estimated $9.5M added.
- The largest Heritage Commerce seller in Q2 2021 was T. Rowe Price Associates, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2021.