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Heritage Financial
HFWA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$154M
2
Ameriprise
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$63.1M
4
AR
Advisory Research
Illinois
$9.41M
5
Jennison Associates
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
PCM
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.19M
4
BCM
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$8.47M +$8.47M +243,160 New
Principal Financial Group
27
Principal Financial Group
Iowa
$8.41M +$7.73M +221,718 +1,138%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.02M -$244K -7,000 -3%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$6.28M -$183K -5,254 -3%
JAM
30
Jacobs Asset Management
New York
$6.27M -$1.39M -40,000 -18%
MOACM
31
Mutual of America Capital Management
New York
$6.15M +$1.03M +29,505 +20%
AIS
32
AlphaOne Investment Services
Pennsylvania
$6.04M -$119K -3,418 -2%
Charles Schwab
33
Charles Schwab
California
$5.53M +$463K +13,296 +9%
Stifel Financial
34
Stifel Financial
Missouri
$5M -$211K -6,046 -4%
Boston Partners
35
Boston Partners
Massachusetts
$4.95M -$745K -21,368 -13%
AQR Capital Management
36
AQR Capital Management
Connecticut
$4.39M +$42.6K +1,222 +1%
Deutsche Bank
37
Deutsche Bank
Germany
$4.39M -$386K -11,084 -8%
MCM
38
Matarin Capital Management
New York
$4.24M +$42.5K +1,220 +1%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$4.05M -$1.88M -53,920 -32%
RCAMU
40
Rothschild & Co Asset Management US
Connecticut
$3.65M -$146K -4,186 -4%
Morgan Stanley
41
Morgan Stanley
New York
$3.56M -$2.55M -73,139 -42%
PAM
42
Panagora Asset Management
Massachusetts
$3.5M -$1.57M -45,039 -31%
First Trust Advisors
43
First Trust Advisors
Illinois
$3.45M +$2.07M +59,280 +149%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$3.4M -$105K -3,010 -3%
KJWM
45
Kiley Juergens Wealth Management
Washington
$3.3M -$56.3K -1,615 -2%
PPA
46
Parametric Portfolio Associates
Washington
$3.28M -$1.24M -35,699 -28%
Comerica Bank
47
Comerica Bank
Texas
$2.89M +$2.89M +82,904 New
TCIM
48
TIAA CREF Investment Management
New York
$2.89M -$446K -12,798 -13%
BFC
49
Banc Funds Company
Illinois
$2.8M -$396K -11,357 -12%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$2.68M +$1.66M +47,592 +162%
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