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Heritage Financial
HFWA

Overview Fund Activity

68 hedge funds and large institutions have $143M invested in Heritage Financial in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$1.07M +$1.07M +73,190 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.03M +$1.03M +70,000 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$803K +$803K +54,783 New
BIM
29
BlackRock Investment Management
Delaware
$790K +$790K +53,904 New
PIM
30
Perkins Investment Management
Illinois
$548K +$548K +37,400 New
CL
31
CPWM LLC
Washington
$529K +$529K +36,114 New
MCM
32
Munder Capital Management
Michigan
$527K +$527K +36,000 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$415K +$415K +28,310 New
Charles Schwab
34
Charles Schwab
California
$401K +$401K +27,135 New
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$387K +$387K +26,400 New
BA
36
BlackRock Advisors
Delaware
$381K +$381K +25,981 New
Two Sigma Advisers
37
Two Sigma Advisers
New York
$379K +$379K +25,791 New
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$379K +$379K +25,900 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$304K +$304K +20,727 New
RFC
40
Russell Frank Company
Washington
$280K +$280K +19,161 New
TA
41
Teachers Advisors
New York
$274K +$274K +18,736 New
Renaissance Technologies
42
Renaissance Technologies
New York
$264K +$264K +18,000 New
Bank of America
43
Bank of America
North Carolina
$249K +$249K +17,019 New
Two Sigma Investments
44
Two Sigma Investments
New York
$240K +$240K +16,380 New
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$219K +$219K +14,966 New
EMFAT
46
Emerald Mutual Fund Advisers Trust
Pennsylvania
$218K +$218K +14,850 New
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$185K +$185K +12,600 New
NFA
48
Nationwide Fund Advisors
Ohio
$174K +$174K +11,893 New
AIG
49
American International Group
New York
$156K +$156K +10,659 New
PP
50
PDT Partners
New York
$152K +$152K +10,400 New
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