HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

HBOS was delisted on the 30th of June, 2015.

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56 hedge funds and large institutions have $137M invested in HERITAGE FINANCIAL GROUP in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
14
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLAM
1
Gardner Lewis Asset Management
Pennsylvania
$4.85M
2
LOM
2
Loeb Offshore Management
New York
$4.38M
3
WRBC
3
W.R. Berkley Corp
Connecticut
$3.47M
4
Deutsche Bank
4
Deutsche Bank
Germany
$2.53M
5
YCM
5
Yakira Capital Management
Connecticut
$1.71M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$1.11M
2
BIT
2
BlackRock Institutional Trust
California
$39K
3
CRC
3
Curi RMB Capital
Illinois
$5.89M
4
KCM
4
Kennedy Capital Management
Missouri
$2.83M
5
JAM
5
Jacobs Asset Management
New York
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
26
Kassirer Asset Management
Ontario, Canada
$1.04M +$1.04M +40,000 New
TA
27
Teton Advisors
New York
$1.03M – – –
BP
28
Boston Provident
New Jersey
$925K +$3.19K +123 +0.3%
CIM
29
Corbyn Investment Management
Maryland
$907K -$470K -18,148 -34%
SCM
30
Silver Capital Management
New York
$825K – – –
NI
31
Numeric Investors
Massachusetts
$782K -$407K -15,700 -34%
BFA
32
BlackRock Fund Advisors
California
$695K -$10K -386 -1%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$630K +$77.6K +2,997 +14%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$597K – – –
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$596K – – –
TI
36
Telemetry Investments
New York
$564K +$564K +21,770 New
Northern Trust
37
Northern Trust
Illinois
$511K -$15.7K -604 -3%
PCM
38
Prelude Capital Management
New York
$503K +$503K +19,429 New
WCM
39
Wedge Capital Management
North Carolina
$401K -$10.3K -400 -3%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$330K +$330K +12,757 New
CS
41
Credit Suisse
Switzerland
$302K +$302K +11,638 New
Wells Fargo
42
Wells Fargo
California
$299K +$299K +11,543 +1,154,300%
STIA
43
Stone Toro Investment Advisers
New Jersey
$243K +$243K +9,400 New
Creative Planning
44
Creative Planning
Kansas
$114K – – –
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$106K – – –
BA
46
BlackRock Advisors
Delaware
$103K -$347K -13,352 -77%
CCMH
47
Cornerstone Capital Management Holdings
New York
$101K -$33.7K -1,300 -25%
Invesco
48
Invesco
Georgia
$94K -$24.2K -934 -20%
BIM
49
BlackRock Investment Management
Delaware
$40K +$3.48K +134 +10%
UBS Group
50
UBS Group
Switzerland
$40K +$40K +1,529 New
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