Heritage Financial
HFWA
HFWA
137 hedge funds and large institutions have $878M invested in Heritage Financial in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
4% less funds holding
Funds holding: 143 → 137 (-6)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
Holders
137
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$16.5M | |
| 2 | +$9.25M | |
| 3 | +$4.33M | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.52M |
| 5 |
Goldman Sachs
New York
|
+$3.44M |
Top Sellers
| 1 | -$10.3M | |
| 2 | -$2.85M | |
| 3 | -$2.35M | |
| 4 |
BlackRock
New York
|
-$1.99M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$1.67M |