Heritage Financial
HFWA
HFWA
131 hedge funds and large institutions have $684M invested in Heritage Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
1% more funds holding
Funds holding: 130 → 131 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
131
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$53.2M | |
| 2 | +$5.19M | |
| 3 | +$4.69M | |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$3.17M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.92M |
Top Sellers
| 1 | -$19.5M | |
| 2 | -$14M | |
| 3 | -$4.76M | |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.64M |
| 5 |
PMG
Private Management Group
Irvine,
California
|
-$4.09M |