Balyasny Asset Management
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Balyasny Asset Management’s Heritage Financial HFWA Stock Holding History

Balyasny Asset Management’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,844
Closed -$867K – 2952
2024
Q3 		$867K Sell
39,844
-1,197
-3% -$25.5K ﹤0.01% 2028
2024
Q2 		$740K Buy
+41,041
New +$736K ﹤0.01% 1906
2019
Q1 		– Sell
-31,785
Closed -$945K – 1484
2018
Q4 		$945K Buy
+31,785
New +$1.04M 0.01% 917
2016
Q3 		– Sell
-31,775
Closed -$559K – 1111
2016
Q2 		$559K Buy
31,775
+12,545
+65% +$222K ﹤0.01% 808
2016
Q1 		$338K Buy
+19,230
New +$339K ﹤0.01% 979

Other funds holding HFWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management's HFWA Position: Q4 2024 in Review

Balyasny Asset Management sold out of Heritage Financial (HFWA) in Q4 2024, closing a stake of 39,844 shares — an estimated $867K sold.

Balyasny Asset Management first reported a position in HFWA in Q1 2016 and held it in 5 quarters. The position peaked at $945K in Q4 2018. 170 funds tracked by Wall St. Rank hold HFWA as of Q4 2024.

  • Balyasny Asset Management reported no remaining Heritage Financial position as of Q4 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 39,844 Heritage Financial shares in Q4 2024, an estimated $867K.
  • Balyasny Asset Management first reported a position in Heritage Financial in Q1 2016 and held it in 5 quarters.
  • Balyasny Asset Management's Heritage Financial position peaked at $945K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Heritage Financial as of Q4 2024.

Based on Balyasny Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.