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Heritage Financial

123 hedge funds and large institutions have $587M invested in Heritage Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$2.9M
27
$2.83M
28
$2.83M
29
$2.74M
30
$2.63M
31
$2.31M
32
$2.14M
33
$2.12M
34
$1.89M
35
$1.84M
36
$1.74M
37
$1.64M
38
$1.63M
39
$1.42M
40
$1.27M
41
$1.25M
42
$1.14M
43
$1.11M
44
$973K
45
$934K
46
$924K
47
$902K
48
$848K
49
$801K
50
$787K