Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
137 hedge funds and large institutions have $490M invested in Heritage Commerce in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
13% more funds holding
Funds holding: 121 → 137 (+16)
0.64% more ownership
Funds ownership: 71% → 71.65% (+0.64%)
1% less capital invested
Capital invested by funds: $497M → $490M (-$6.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$3.17M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.82M |
| 3 |
Renaissance Technologies
New York
|
+$1.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$4.85M |
| 2 |
Bank of New York Mellon
New York
|
-$2.29M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.19M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.85M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.8M |
HTBK Hedge Fund Activity: Q4 2021 in Review
137 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2021, worth a combined $490M — down 1.3% from $497M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HTBK positions and 7 closed out — a net gain of 17 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $3.17M. The largest seller was FJ Capital Management, cutting an estimated $4.85M.
- 137 institutional investors held Heritage Commerce (HTBK) as of Q4 2021, up from 121 in Q3 2021.
- Funds reported $490M of Heritage Commerce stock for Q4 2021, down 1.3% quarter-over-quarter.
- 24 funds opened new Heritage Commerce positions in Q4 2021 and 7 closed out, a net change of +17 holders.
- The largest Heritage Commerce buyer in Q4 2021 was Cramer Rosenthal McGlynn, an estimated $3.17M added.
- The largest Heritage Commerce seller in Q4 2021 was FJ Capital Management, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2021.