HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

143 hedge funds and large institutions have $904M invested in Heritage Financial in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
51
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
O
OppenheimerFunds
New York
+$4.08M
2
Invesco
Invesco
Georgia
+$3.96M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.92M
4
Jennison Associates
Jennison Associates
New York
+$3.64M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.29M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
2
State Street
State Street
Massachusetts
-$3.93M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.49M
4
AIS
AlphaOne Investment Services
Pennsylvania
-$1.87M
5
KCM
Kennedy Capital Management
Missouri
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.52M -$674K -22,357 -7%
Millennium Management
27
Millennium Management
New York
$7.11M +$681K +22,588 +11%
BCM
28
Basswood Capital Management
New York
$6.95M – – –
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.94M – – –
Wells Fargo
30
Wells Fargo
California
$6.46M -$321K -10,655 -5%
MOACM
31
Mutual of America Capital Management
New York
$6.03M +$696K +23,100 +13%
Charles Schwab
32
Charles Schwab
California
$5.94M +$349K +11,576 +6%
Boston Partners
33
Boston Partners
Massachusetts
$4.45M +$151K +5,012 +4%
Stifel Financial
34
Stifel Financial
Missouri
$4.12M -$88.1K -2,922 -2%
Comerica Bank
35
Comerica Bank
Texas
$3.54M +$18.2K +591 +0.5%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$3.07M -$222K -7,369 -7%
KJWM
37
Kiley Juergens Wealth Management
Washington
$2.83M – – –
Victory Capital Management
38
Victory Capital Management
Texas
$2.52M +$302K +10,030 +14%
PPA
39
Parametric Portfolio Associates
Washington
$2.46M -$62.8K -2,084 -2%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.39M +$226K +7,513 +10%
TCIM
41
TIAA CREF Investment Management
New York
$2.31M -$28.1K -933 -1%
RCAMU
42
Rothschild & Co Asset Management US
Connecticut
$2.27M -$5.19K -172 -0.2%
RHJA
43
Rice Hall James & Associates
California
$2.24M -$99.5K -3,303 -4%
TA
44
Teachers Advisors
New York
$2.23M +$4.31K +143 +0.2%
NL
45
NWAM LLC
Washington
$2.09M – – –
First Trust Advisors
46
First Trust Advisors
Illinois
$2.07M +$70.5K +2,340 +4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.02M +$60.3K +2,000 +3%
Morgan Stanley
48
Morgan Stanley
New York
$1.96M -$966K -32,068 -33%
MC
49
Martin & Co
Tennessee
$1.93M -$8.74K -290 -0.5%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$1.86M +$581K +19,275 +45%
1
2
3 4 5