Heritage Financial
HFWA
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.
3% more capital invested
Capital invested by funds: $882M → $904M (+$22.3M)
0.54% less ownership
Funds ownership: 81.9% → 81.36% (-0.54%)
2% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 52
3% less funds holding
Funds holding: 148 → 143 (-5)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$4.24M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.11M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.08M |
| 4 |
Jennison Associates
New York
|
+$3.79M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$5.28M |
| 2 |
State Street
Boston,
Massachusetts
|
-$4.08M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.58M |
| 4 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.94M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.49M |
HFWA Hedge Fund Activity: Q1 2019 in Review
143 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2019, worth a combined $904M — up 2.5% from $882M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of HFWA and 8 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 51 added.
The largest buyer was OppenheimerFunds, adding an estimated $4.24M. The largest seller was Bank of New York Mellon, cutting an estimated $5.28M.
- 143 institutional investors held Heritage Financial (HFWA) as of Q1 2019, down from 148 in Q4 2018.
- Funds reported $904M of Heritage Financial stock for Q1 2019, up 2.5% quarter-over-quarter.
- 8 funds opened new Heritage Financial positions in Q1 2019 and 12 closed out, a net change of -4 holders.
- The largest Heritage Financial buyer in Q1 2019 was OppenheimerFunds, an estimated $4.24M added.
- The largest Heritage Financial seller in Q1 2019 was Bank of New York Mellon, an estimated $5.28M sold.
Based on aggregated 13F filings for Q1 2019.