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Heritage Financial
HFWA

Overview Fund Activity

142 hedge funds and large institutions have $743M invested in Heritage Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$22.5M
2
Ameriprise
Ameriprise
Minnesota
+$8.44M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$8.29M
4
American Century Companies
American Century Companies
Missouri
+$5.06M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.67M

Top Sellers

1
NIMC
NWQ Investment Management Company
California
-$16.1M
2
MCA
Mendon Capital Advisors
Florida
-$11.8M
3
NC
Northpointe Capital
Michigan
-$8.41M
4
ICOM
Investment Counselors of Maryland
Maryland
-$5.69M
5
MAM
Martingale Asset Management
Massachusetts
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$6.22M -$1.08K -35 -0%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$5.96M -$229K -7,324 -4%
Millennium Management
28
Millennium Management
New York
$5.64M -$1.8M -58,602 -24%
AIS
29
AlphaOne Investment Services
Pennsylvania
$5.45M +$45K +1,462 +0.8%
Boston Partners
30
Boston Partners
Massachusetts
$5.36M -$157K -5,094 -3%
PAM
31
Panagora Asset Management
Massachusetts
$5.13M +$1.49M +48,412 +41%
American Century Companies
32
American Century Companies
Missouri
$5.06M +$5.06M +164,290 New
Wells Fargo
33
Wells Fargo
California
$5.03M +$1.08M +34,948 +27%
MOACM
34
Mutual of America Capital Management
New York
$4.52M +$124K +4,041 +3%
KCM
35
Kennedy Capital Management
Missouri
$4.51M -$49.6K -1,609 -1%
WRF
36
Waddell & Reed Financial
Kansas
$4.33M +$4.33M +140,530 New
AQR Capital Management
37
AQR Capital Management
Connecticut
$4.24M -$367K -11,910 -8%
Charles Schwab
38
Charles Schwab
California
$4.11M +$443K +14,390 +12%
BCM
39
Bridgeway Capital Management
Texas
$4.02M – – –
Stifel Financial
40
Stifel Financial
Missouri
$3.96M -$4.4K -143 -0.1%
Deutsche Bank
41
Deutsche Bank
Germany
$3.91M +$1.83M +59,292 +88%
RCAMU
42
Rothschild & Co Asset Management US
Connecticut
$3.71M -$244K -7,909 -6%
PPA
43
Parametric Portfolio Associates
Washington
$3.55M +$1.71M +55,585 +93%
MCM
44
Matarin Capital Management
New York
$3.5M +$2.49M +80,933 +247%
EMFAT
45
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.19M – – –
TCIM
46
TIAA CREF Investment Management
New York
$3.07M -$420K -13,635 -12%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.06M +$172K +5,582 +6%
KJWM
48
Kiley Juergens Wealth Management
Washington
$3.03M +$3.03M +98,514 New
Renaissance Technologies
49
Renaissance Technologies
New York
$3.01M -$586K -19,011 -16%
Morgan Stanley
50
Morgan Stanley
New York
$2.82M -$494K -16,051 -15%
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