HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

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
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
43
Closed
16
Calls
–
Puts
$93K
Net Calls
-$93K
Net Calls Change
-$93K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$9.95M
2
State Street
State Street
Massachusetts
+$5.51M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.39M
4
Victory Capital Management
Victory Capital Management
Texas
+$3.57M
5
Goldman Sachs
Goldman Sachs
New York
+$2.9M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$13.6M
2
RA
Royce & Associates
New York
-$4.23M
3
Northern Trust
Northern Trust
Illinois
-$3.25M
4
Morgan Stanley
Morgan Stanley
New York
-$3.1M
5
Wells Fargo
Wells Fargo
California
-$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Eagle Asset Management
Florida
$5.09M +$2.18M +76,257 +75%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$5.06M -$100K -3,540 -2%
Stifel Financial
28
Stifel Financial
Missouri
$4.56M +$764K +27,041 +20%
Morgan Stanley
29
Morgan Stanley
New York
$4.08M -$3.1M -109,744 -43%
BCM
30
Bridgeway Capital Management
Texas
$4.01M – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.86M +$455K +16,119 +13%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.51M -$538K -19,043 -13%
Bank of America
33
Bank of America
North Carolina
$3.14M +$1.68M +59,333 +114%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.96M -$1.18M -41,920 -29%
Legal & General Group
35
Legal & General Group
United Kingdom
$2.86M +$23.5K +833 +0.8%
Boston Partners
36
Boston Partners
Massachusetts
$2.74M +$22.1K +782 +0.8%
PPA
37
Parametric Portfolio Associates
Washington
$2.71M -$29.1K -1,032 -1%
MC
38
Martin & Co
Tennessee
$2.43M -$87.5K -3,098 -3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.31M – – –
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$2.28M -$110K -3,904 -5%
Citadel Advisors
41
Citadel Advisors
Florida
$2.22M +$905K +32,058 +69%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M -$152K -5,390 -7%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.07M -$191K -6,779 -8%
UBS Group
44
UBS Group
Switzerland
$1.81M +$426K +15,081 +31%
Barclays
45
Barclays
United Kingdom
$1.69M +$563K +19,923 +50%
NL
46
NWAM LLC
Washington
$1.58M -$276K -9,775 -15%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.53M – – –
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.4M +$18.8K +666 +1%
PCM
49
Penn Capital Management
Pennsylvania
$1.34M -$1.09M -38,745 -45%
CS
50
Credit Suisse
Switzerland
$1.33M -$393K -13,905 -23%
1
2
3 4 5