HBOS

HERITAGE FINANCIAL GROUP
HBOS

Overview Fund Activity
Delisted

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

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64 hedge funds and large institutions have $185M invested in HERITAGE FINANCIAL GROUP in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
21
Increased
19
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GLAM
1
Gardner Lewis Asset Management
Pennsylvania
$29.1M
2
BFA
2
BlackRock Fund Advisors
California
$7.26M
3
FNYS
3
First New York Securities
New York
$3.57M
4
Deutsche Bank
4
Deutsche Bank
Germany
$9.23M
5
PCM
5
Prelude Capital Management
New York
$5.34M

Top Sellers

1
JAM
1
Jacobs Asset Management
New York
$6.13M
2
CCM
2
Castine Capital Management
Massachusetts
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.46M
4
WAM
4
Wolverine Asset Management
Illinois
$2.67M
5
BFC
5
Banc Funds Company
Illinois
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
GLAM
1
Gardner Lewis Asset Management
Pennsylvania
$29.1M 965,828 +568,357 +143%
CCM
2
Chicago Capital Management
Illinois
$16.2M 537,517 +34,634 +7%
BFC
3
Banc Funds Company
Illinois
$14M 462,277 -55,100 -11%
CP
4
Clover Partners
Texas
$12.9M 428,413 – –
Deutsche Bank
5
Deutsche Bank
Germany
$9.23M 305,932 +112,762 +58%
YCM
6
Yakira Capital Management
Connecticut
$8.73M 289,180 -4,000 -1%
AA
7
AQR Arbitrage
Connecticut
$8.23M 272,676 +51,710 +23%
WRBC
8
W.R. Berkley Corp
Connecticut
$8.03M 265,965 +60,460 +29%
Renaissance Technologies
9
Renaissance Technologies
New York
$7.35M 243,472 +27,272 +13%
BFA
10
BlackRock Fund Advisors
California
$7.26M 240,698 +215,566 +858%
Vanguard Group
11
Vanguard Group
Pennsylvania
$6.4M 212,040 +13,317 +7%
JAM
12
Jacobs Asset Management
New York
$6.13M 203,109 -408,988 -67%
PCM
13
Prelude Capital Management
New York
$5.34M 176,978 +92,356 +109%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.93M 130,064 – –
FNYS
15
First New York Securities
New York
$3.57M 118,306 +118,306 New
KCM
16
Kennedy Capital Management
Missouri
$3.31M 109,540 – –
MCA
17
Mendon Capital Advisors
Florida
$2.89M 95,740 +9,600 +11%
WAM
18
Wolverine Asset Management
Illinois
$2.67M 88,414 -84,867 -49%
Morgan Stanley
19
Morgan Stanley
New York
$2.41M 79,923 -21,857 -21%
PI
20
Putnam Investments
Massachusetts
$2.41M 79,734 -652 -0.8%
State Street
21
State Street
Massachusetts
$2.27M 75,138 +75,138 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.26M 74,890 +24,994 +50%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.14M 70,910 – –
BIT
24
BlackRock Institutional Trust
California
$1.93M 64,061 +62,552 +4,145%
CRC
25
Curi RMB Capital
Illinois
$1.46M 48,497 -210,860 -81%
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