Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
144 hedge funds and large institutions have $492M invested in Heritage Commerce in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
27% more capital inflows, than outflows
Capital inflows: $31.5M | Capital outflows: $24.8M
5% more funds holding
Funds holding: 137 → 144 (+7)
0.81% more ownership
Funds ownership: 71.65% → 72.45% (+0.81%)
6% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FJ Capital Management
Mclean,
Virginia
|
+$7.6M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.63M |
| 3 |
Granite Investment Partners
El Segundo,
California
|
+$2.37M |
| 4 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.01M |
| 5 |
JP Morgan Chase
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HoldCo Asset Management
Fort Lauderdale,
Florida
|
-$3.62M |
| 2 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$2.96M |
| 3 |
Royce & Associates
New York
|
-$2.39M |
| 4 |
State Street
Boston,
Massachusetts
|
-$2.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.23M |
HTBK Hedge Fund Activity: Q1 2022 in Review
144 of the 6,365 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2022, worth a combined $492M — down 4.5% from $515M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HTBK positions and 6 closed out — a net gain of 7 holders — while 50 added to existing stakes and 53 trimmed.
The largest buyer was FJ Capital Management, adding an estimated $7.6M. The largest seller was HoldCo Asset Management, cutting an estimated $3.62M.
- 144 institutional investors held Heritage Commerce (HTBK) as of Q1 2022, up from 137 in Q4 2021.
- Funds reported $492M of Heritage Commerce stock for Q1 2022, down 4.5% quarter-over-quarter.
- 13 funds opened new Heritage Commerce positions in Q1 2022 and 6 closed out, a net change of +7 holders.
- The largest Heritage Commerce buyer in Q1 2022 was FJ Capital Management, an estimated $7.6M added.
- The largest Heritage Commerce seller in Q1 2022 was HoldCo Asset Management, an estimated $3.62M sold.
Based on aggregated 13F filings for Q1 2022.