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    Heritage Oaks Bancorp (HEOP)

    -NasdaqCM
    7.98 Up 0.11(1.40%) Jul 1, 3:59PM EDT
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    Major HoldersGet Major Holders for:
    Breakdown
    % of Shares Held by All Insider and 5% Owners:21%
    % of Shares Held by Institutional & Mutual Fund Owners:62%
    % of Float Held by Institutional & Mutual Fund Owners:79%
    Number of Institutions Holding Shares:56

    Major Direct Holders (Forms 3 & 4)
    HolderSharesReported
    GOULD HOWARD5,876,607Aug 1, 2014
    CARPENTER COMMUNITY BANCFUND-A, L.P.5,491,752Feb 28, 2014
    LYNCH JAMES JN/AAug 1, 2014
    CASTLE CREEK CAPITAL PARTNERS IV, LP3,672,638Jun 8, 2015
    FUGATE MARK C122,792Feb 20, 2015


    Top Institutional Holders
    HolderShares% OutValue*Reported
    Castle Creek Capital Partners IV, LP3,323,9419.7927,621,949Mar 31, 2015
    Basswood Capital Management, L.L.C.2,362,7426.9619,634,386Mar 31, 2015
    Manufacturers Life Insurance Co.1,724,1725.0814,327,869Mar 31, 2015
    Banc Funds Company, L.L.C. (The)1,573,4784.6313,075,602Mar 31, 2015
    Price, Michael F.1,166,5753.449,694,238Mar 31, 2015
    Vanguard Group, Inc. (The)868,0342.567,213,362Mar 31, 2015
    Phocas Financial Corporation729,6252.156,063,183Mar 31, 2015
    Patriot Financial Partners Gp, Lp3,715,81110.9430,878,389Mar 31, 2015
    BlackRock Fund Advisors629,5551.855,231,602Mar 31, 2015
    Thomson Horstmann & Bryant, Inc.619,3361.825,146,682Mar 31, 2015

    Top Mutual Fund Holders
    HolderShares% OutValue*Reported
    John Hancock Regional Bank Fund (Investors Tr)1,064,4263.148,930,534Dec 31, 2014
    John Hancock Financial Opportunities Fund650,7191.925,407,474Mar 31, 2015
    Vanguard Total Stock Market Index Fund451,3471.333,750,693Mar 31, 2015
    iShares Russell 2000 ETF387,6311.143,221,213Mar 31, 2015
    Vanguard Extended Market Index Fund338,5151.002,813,059Mar 31, 2015
    Trust for Advised Port-1919 Financial Services Fd230,0000.681,911,300Mar 31, 2015
    iShares Russell 2000 Value ETF157,7550.461,310,944Mar 31, 2015
    Burnham Financial Long/Short Fund110,3860.33917,307Mar 31, 2015
    Spartan Extended Market Index Fund85,2880.25708,743Mar 31, 2015
    College Retirement Equities Fund-Stock Account75,3960.22632,572Dec 31, 2014

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    Value shown is computed using the security's price on the report date given.

    Currency in USD.