Heritage Financial
HFWA
HFWA
147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.03% less ownership
Funds ownership: 77.21% → 77.18% (-0.03%)
7% less capital invested
Capital invested by funds: $708M → $658M (-$50.2M)
12% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 50
Holders
147
Holding in Top 10
1
Calls
$1.4M
Puts
$237K
Top Buyers
| 1 | +$3.86M | |
| 2 | +$2.98M | |
| 3 | +$2.26M | |
| 4 |
Two Sigma Advisers
New York
|
+$2.21M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.03M |
Top Sellers
| 1 | -$41M | |
| 2 | -$6.26M | |
| 3 | -$2.99M | |
| 4 |
BlackRock
New York
|
-$2.88M |
| 5 |
JCIA
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
-$979K |