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 Market Value Shares Shares
Change 		Shares
Change %
JAM
1
Jacobs Asset Management
New York
$21.3M 821,514 -94,710 -10%
BFC
2
Banc Funds Company
Illinois
$14.8M 571,677 +38,880 +7%
CP
3
Clover Partners
Texas
$13.6M 523,951 -49,030 -9%
EC
4
EJF Capital
Virginia
$13.1M 505,342 – –
CCM
5
Castine Capital Management
Massachusetts
$8.42M 325,000 – –
CRC
6
Curi RMB Capital
Illinois
$5.89M 227,317 -129,243 -36%
GLAM
7
Gardner Lewis Asset Management
Pennsylvania
$4.85M 187,407 +187,407 New
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.69M 180,918 +1,600 +0.9%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.54M 175,285 +44,800 +34%
LOM
10
Loeb Offshore Management
New York
$4.38M 169,176 +169,176 New
WRBC
11
W.R. Berkley Corp
Connecticut
$3.47M 133,779 +133,779 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$3.37M 130,064 +3,004 +2%
KCM
13
Kennedy Capital Management
Missouri
$2.83M 109,249 -105,782 -49%
PAIM
14
Punch & Associates Investment Management
Minnesota
$2.78M 107,200 +12,658 +13%
Deutsche Bank
15
Deutsche Bank
Germany
$2.53M 97,890 +81,689 +504%
PI
16
Putnam Investments
Massachusetts
$2.17M 83,789 -475 -0.6%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.84M 70,910 +49,450 +230%
YCM
18
Yakira Capital Management
Connecticut
$1.71M 66,000 +66,000 New
WAM
19
Wolverine Asset Management
Illinois
$1.6M 61,675 +61,675 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.37M 52,783 -4,569 -8%
Stifel Financial
21
Stifel Financial
Missouri
$1.35M 52,421 +28,021 +115%
BCM
22
Bridgeway Capital Management
Texas
$1.34M 51,800 – –
Morgan Stanley
23
Morgan Stanley
New York
$1.34M 51,608 +4,042 +8%
AQR Capital Management
24
AQR Capital Management
Connecticut
$1.22M 47,042 +47,042 New
ECA
25
Endeavour Capital Advisors
Connecticut
$1.11M 42,693 -502,948 -92%
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