Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HERITAGE COMM CORP (HTBK)

188 + Investors. Track Smart Money conviction in HTBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — HTBK

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HTBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
189 hedge funds hold HTBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding HTBK is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

104 buying92 selling
Last quarter: 104 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 26 → 31 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 22% new
109 out of 189 hedge funds have held HTBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

29 → 21 → 26 → 31 → 33 new funds/Q
New funds entering each quarter: 21 → 26 → 31 → 33. A growing number of institutions are discovering HTBK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 189 current holders: 115 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
40 of 189 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HTBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HTBK

In 2026 Q1, 104 hedge funds were net buyers of HTBK (33 opened a new position, 71 added to an existing one), while 92 reduced or exited (53 trimmed, 39 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 40% of total institutional value in HTBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 189.

Hedge Fund Ownership: HTBK

How many hedge funds hold HTBK — quarterly history vs. share price
Quarterly hedge fund ownership of HTBK vs. share price

Market Analysis: HTBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTBK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: HTBK
188 + Investors

Track Smart Money conviction in HTBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 188 195 -3.59%
13F Shares 50M 50M 1.15%
Total Value $623M $596M 4.53%
New Positions 32 31 +1
Increased Positions 71 64 +7
Closed Positions 39 20 +19
Reduced Positions 53 69 -16
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTBK

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Institutional Holders (2026 Q1)

188 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of HTBK — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Versor Investments LP 3.45% 112,987 $1.4M
2 Rosenthal | Henry Capital Advisors, Inc. 2.32% 190,055 $2.4M
3 GARDNER LEWIS ASSET MANAGEMENT L P 2.21% 816,828 $10.2M
4 JACOBS ASSET MANAGEMENT, LLC 1.96% 262,500 $3.3M
5 HoldCo Asset Management, LP 1.51% 1,623,446 $20.3M
6 First Trust Capital Management L.P. 1.06% 1,621,114 $20.2M
7 ABC ARBITRAGE SA 0.77% 466,416 $5.8M
8 PRELUDE CAPITAL MANAGEMENT, LLC 0.35% 363,251 $4.5M
9 OXFORD ASSET MANAGEMENT LLP 0.28% 51,262 $640K
10 KENNEDY CAPITAL MANAGEMENT LLC 0.26% 987,547 $12.3M
11 SummitTX Capital, L.P. 0.23% 580,179 $7.2M
12 Odyssean, LLC 0.21% 46,275 $578K
13 BANC FUNDS CO LLC 0.17% 75,139 $938K
14 AlTi Global, Inc. 0.15% 561,671 $7.1M
15 AQR Arbitrage LLC 0.14% 678,382 $8.5M
16 Chicago Capital Management, LLC 0.11% 14,014 $132K
17 Holcombe Financial, Inc. 0.09% 12,595 $157K
18 WATER ISLAND CAPITAL LLC 0.05% 37,992 $474K
19 Abacus Wealth Partners, LLC 0.05% 45,835 $572K
20 GLAZER CAPITAL, LLC 0.05% 193,851 $2K
21 Cornerstone Capital, Inc. 0.05% 37,500 $468K
22 Robertson Stephens Wealth Management, LLC 0.03% 92,556 $1.2M
23 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% 823,974 $10.3M
24 CSS LLC/IL 0.03% 52,365 $654K
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.03% 118,810 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HERITAGE COMM CORP (HTBK)

What does the Smart Money Trend signal show for HTBK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTBK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HTBK?

Slight buying edge — 53% buying: Last quarter: 104 funds bought or added vs 92 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTBK holders?

Elite ownership — 40% AUM from top-100 funds: 40 of 189 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in HTBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTBK?

58% of holders stayed for 2+ years: 109 out of 189 hedge funds have held HTBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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