Heritage Financial
HFWA
HFWA
132 hedge funds and large institutions have $791M invested in Heritage Financial in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 14 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 funds holding
Funds holding: →
10% less capital invested
Capital invested by funds: $878M → $791M (-$87.4M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Holders
132
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$10.6M | |
| 2 | +$8.22M | |
| 3 | +$4.57M | |
| 4 |
Millennium Management
New York
|
+$3.1M |
| 5 |
Renaissance Technologies
New York
|
+$1.85M |
Top Sellers
| 1 | -$15.3M | |
| 2 | -$9.78M | |
| 3 | -$8.41M | |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$5.84M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.79M |