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Heritage Financial
HFWA

Overview Fund Trends Analyst Outlook Journalist POV

124 hedge funds and large institutions have $388M invested in Heritage Financial in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

less first-time investments, than exits

New positions opened: | Existing positions closed:

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
+$17.3M
2
+$3.21M
3
+$2.18M
4
PCM
Penn Capital Management
Pennsylvania
+$2.13M
5
EA
Emerald Acquisition
Washington
+$1.56M

Top Sellers

1
-$22M
2
-$3.63M
3
-$3.24M
4
ICOM
Investment Counselors of Maryland
Maryland
-$2.52M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$3.77M
27
$3.68M
28
$3.46M
29
$3.18M
30
$3.09M
31
$2.76M
32
$2.63M
33
$2.6M
34
$2.46M
35
$2.44M
36
$2.33M
37
$2.33M
38
$2.31M
39
$2.26M
40
$2.19M
41
$2.06M
42
$1.86M
43
$1.84M
44
$1.81M
45
$1.65M
46
$1.37M
47
$1.28M
48
$1.22M
49
$1.18M
50
$1.12M
1
2
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