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Heritage Financial
HFWA

Overview Fund Trends Analyst Outlook Journalist POV

148 hedge funds and large institutions have $882M invested in Heritage Financial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 15 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 funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

2.15% less ownership

Funds ownership: 84.05% → 81.9% (-2.2%)

19% less capital invested

Capital invested by funds: $1.09B → $882M (-$206M)

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$4.39M
2
+$3.65M
3
+$2.57M
4
Millennium Management
Millennium Management
New York
+$2.49M
5
O
OppenheimerFunds
New York
+$2.4M

Top Sellers

1
-$13.4M
2
-$7.45M
3
-$6.16M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.94M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$6.86M
27
$6.84M
28
$6.69M
29
$6.34M
30
$5.51M
31
$5.26M
32
$4.24M
33
$4.15M
34
$3.57M
35
$3.44M
36
$3.25M
37
$2.88M
38
$2.79M
39
$2.49M
40
$2.48M
41
$2.31M
42
$2.3M
43
$2.25M
44
$2.2M
45
$2.19M
46
$2.19M
47
$2.13M
48
$2.06M
49
$1.97M
50
$1.94M
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2
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