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Heritage Financial
HFWA

Overview Fund Activity

130 hedge funds and large institutions have $711M invested in Heritage Financial in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
36
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.94M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.69M
5
Millennium Management
5
Millennium Management
New York
$1.25M

Top Sellers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$255K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.85M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.9M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$4.13M -$357K -14,255 -8%
Stifel Financial
27
Stifel Financial
Missouri
$4.01M -$29.3K -1,169 -0.7%
Citadel Advisors
28
Citadel Advisors
Florida
$3.94M +$1.98M +79,190 +101%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.85M -$2.53M -100,983 -40%
BCM
30
Bridgeway Capital Management
Texas
$3.55M – – –
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.93M -$188K -7,507 -6%
PPA
32
Parametric Portfolio Associates
Washington
$2.65M +$254K +10,140 +11%
DRZID
33
DePrince Race & Zollo Inc (DRZ)
Florida
$2.6M -$2.08M -83,118 -44%
Boston Partners
34
Boston Partners
Massachusetts
$2.47M +$35.5K +1,417 +1%
MC
35
Martin & Co
Tennessee
$2.07M -$80.1K -3,200 -4%
PCM
36
Penn Capital Management
Pennsylvania
$2.07M +$886K +35,411 +75%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.98M -$65.1K -2,600 -3%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$1.95M -$72.5K -2,899 -4%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.93M -$607K -24,233 -24%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.84M -$13K -520 -0.7%
State of New Jersey Common Pension Fund D
41
State of New Jersey Common Pension Fund D
New Jersey
$1.69M +$1.69M +67,640 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.65M -$977K -39,069 -37%
HF
43
HRT Financial
New York
$1.56M +$441K +17,635 +39%
NL
44
NWAM LLC
Washington
$1.38M -$13.8K -550 -1%
Bank of America
45
Bank of America
North Carolina
$1.37M -$1.41M -56,348 -51%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.33M +$339K +13,422 +34%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.25M +$17.5K +700 +1%
Millennium Management
48
Millennium Management
New York
$1.25M +$1.25M +49,943 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$133K -5,304 -10%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$1.07M +$769K +30,723 +252%
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