Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
153 hedge funds and large institutions have $541M invested in Heritage Commerce in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 50 reducing their positions, and 13 closing their positions.
5,500% more call options, than puts
Call options by funds: $56K | Put options by funds: $1K
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
8% more capital invested
Capital invested by funds: $503M → $541M (+$38.3M)
6% more funds holding
Funds holding: 144 → 153 (+9)
0% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 50
4.5% less ownership
Funds ownership: 73.14% → 68.63% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$12.3M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.32M |
| 3 |
BlackRock
New York
|
+$1.96M |
| 4 |
Millennium Management
New York
|
+$1.88M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.26M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.7M |
| 3 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$4.46M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$2.82M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.21M |
HTBK Hedge Fund Activity: Q4 2022 in Review
153 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q4 2022, worth a combined $541M — up 7.6% from $503M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HTBK positions and 13 closed out — a net gain of 13 holders — while 50 added to existing stakes and 50 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $12.3M. The largest seller was Invesco, cutting an estimated $7.26M.
- 153 institutional investors held Heritage Commerce (HTBK) as of Q4 2022, up from 144 in Q3 2022.
- Funds reported $541M of Heritage Commerce stock for Q4 2022, up 7.6% quarter-over-quarter.
- 26 funds opened new Heritage Commerce positions in Q4 2022 and 13 closed out, a net change of +13 holders.
- The largest Heritage Commerce buyer in Q4 2022 was Boston Partners, an estimated $12.3M added.
- The largest Heritage Commerce seller in Q4 2022 was Invesco, an estimated $7.26M sold.
Based on aggregated 13F filings for Q4 2022.