Heritage Financial
HFWA
HFWA
121 hedge funds and large institutions have $814M invested in Heritage Financial in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
5% less funds holding
Funds holding: 128 → 121 (-7)
31% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 16
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $93K
Holders
121
Holding in Top 10
1
Calls
–
Puts
$93K
Top Buyers
| 1 | +$9.95M | |
| 2 | +$5.51M | |
| 3 | +$4.39M | |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.57M |
| 5 |
Goldman Sachs
New York
|
+$2.9M |
Top Sellers
| 1 | -$13.6M | |
| 2 | -$4.23M | |
| 3 | -$3.25M | |
| 4 |
Morgan Stanley
New York
|
-$3.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.2M |