HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

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

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59 hedge funds and large institutions have $91.3M invested in HERITAGE FINANCIAL GROUP in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
59
Holders Change
-6
Holders Change %
-9.23%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
18
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$1.6M
2
ZIM
2
ZPR Investment Management
Florida
$1.43M
3
BIT
3
BlackRock Institutional Trust
California
$1.79M
4
NI
4
Numeric Investors
Massachusetts
$1.03M
5
EC
5
EJF Capital
Virginia
$4.39M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$343K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
PP
3
Paloma Partners
Connecticut
$0
4
CCM
4
Castine Capital Management
Massachusetts
$2.86M
5
KCM
5
Kennedy Capital Management
Missouri
$2.76M
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
1
Jacobs Asset Management
New York
$11.2M 640,289 -300 -0%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.68M 555,766 +25,925 +5%
CP
3
Clover Partners
Texas
$9.4M 539,609 +26,005 +5%
BFC
4
Banc Funds Company
Illinois
$8.87M 509,297 – –
ECA
5
Endeavour Capital Advisors
Connecticut
$7.72M 443,065 +2,360 +0.5%
EC
6
EJF Capital
Virginia
$4.39M 252,042 +56,742 +29%
CCM
7
Castine Capital Management
Massachusetts
$2.86M 164,000 -29,036 -15%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.81M 161,018 – –
KCM
9
Kennedy Capital Management
Missouri
$2.76M 158,364 -25,369 -14%
AR
10
Advisory Research
Illinois
$2.64M 151,303 – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.02M 115,717 +2,233 +2%
BIT
12
BlackRock Institutional Trust
California
$1.79M 102,809 +70,283 +216%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.71M 98,300 +19,900 +25%
BCM
14
Bridgeway Capital Management
Texas
$1.64M 94,100 +37,400 +66%
Allianz Asset Management
15
Allianz Asset Management
Germany
$1.6M 92,000 +92,000 New
PI
16
Putnam Investments
Massachusetts
$1.54M 88,100 -7,813 -8%
RFC
17
Russell Frank Company
Washington
$1.48M 85,000 -8,953 -10%
Boston Partners
18
Boston Partners
Massachusetts
$1.48M 85,000 -8,900 -9%
ZIM
19
ZPR Investment Management
Florida
$1.43M 82,144 +82,144 New
Morgan Stanley
20
Morgan Stanley
New York
$1.08M 61,826 +20,463 +49%
NI
21
Numeric Investors
Massachusetts
$1.03M 59,042 +59,042 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$947K 54,383 -2,744 -5%
CIM
23
Corbyn Investment Management
Maryland
$926K 53,165 – –
BP
24
Boston Provident
New Jersey
$878K 50,416 -8,758 -15%
BIG
25
Blackthorn Investment Group
Kansas
$836K 47,999 -10,156 -17%
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