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Heritage Financial
HFWA

Overview Fund Trends Analyst Outlook Journalist POV

128 hedge funds and large institutions have $379M invested in Heritage Financial in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $
Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$4.2M
2
+$2.19M
3
+$1.64M
4
BFC
Banc Funds Company
Illinois
+$1.45M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.11M

Top Sellers

1
-$4.33M
2
-$4.1M
3
-$1.42M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11M
5
BIT
BlackRock Institutional Trust
California
-$830K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$3.58M
27
$3.24M
28
$3.11M
29
$3.02M
30
$2.82M
31
$2.76M
32
$2.7M
33
$2.64M
34
$2.55M
35
$2.54M
36
$2.29M
37
$2.2M
38
$2.02M
39
$1.95M
40
$1.82M
41
$1.81M
42
$1.75M
43
$1.59M
44
$1.5M
45
$1.25M
46
$1.22M
47
$1.17M
48
$1.17M
49
$1.16M
50
$1.09M
1
2
3 4 5