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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
46
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$14.1M
2
Invesco
Invesco
Georgia
+$2.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.95M
4
State Street
State Street
Massachusetts
+$1.84M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.54M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$8.54M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.59M
3
MOACM
Mutual of America Capital Management
New York
-$2.11M
4
Millennium Management
Millennium Management
New York
-$2.09M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$2.9M +$159K +7,930 +6%
TAM
27
THB Asset Management
Connecticut
$2.83M -$1.46M -73,116 -34%
EAM
28
Eagle Asset Management
Florida
$2.83M -$609K -30,480 -18%
Boston Partners
29
Boston Partners
Massachusetts
$2.74M -$20.1K -1,005 -0.7%
Stifel Financial
30
Stifel Financial
Missouri
$2.63M -$300K -15,000 -10%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$2.31M -$212K -10,600 -8%
Morgan Stanley
32
Morgan Stanley
New York
$2.14M -$1.82M -91,063 -46%
PPA
33
Parametric Portfolio Associates
Washington
$2.12M +$310K +15,508 +17%
Legal & General Group
34
Legal & General Group
United Kingdom
$1.89M -$1.28K -64 -0.1%
KJWM
35
Kiley Juergens Wealth Management
Washington
$1.84M -$83.4K -4,170 -4%
MC
36
Martin & Co
Tennessee
$1.74M +$95.8K +4,791 +6%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.64M – – –
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.63M -$80K -4,000 -5%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.42M +$10K +500 +0.7%
RHJA
40
Rice Hall James & Associates
California
$1.27M -$23.7K -1,183 -2%
Bank of America
41
Bank of America
North Carolina
$1.25M +$131K +6,527 +12%
Prudential Financial
42
Prudential Financial
New Jersey
$1.14M -$23K -1,150 -2%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.11M -$12.5K -624 -1%
First Trust Advisors
44
First Trust Advisors
Illinois
$973K -$19.8K -989 -2%
Canada Life
45
Canada Life
Manitoba, Canada
$934K +$36.7K +1,845 +4%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$924K +$49.7K +2,484 +6%
CS
47
Credit Suisse
Switzerland
$902K +$146K +7,297 +19%
Millennium Management
48
Millennium Management
New York
$848K -$2.09M -104,266 -71%
KeyBank National Association
49
KeyBank National Association
Ohio
$801K – – –
EVM
50
Eaton Vance Management
Massachusetts
$787K -$180 -9 -0%
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