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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
147
Holders Change
+20
Holders Change %
+15.75%
% 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
25
Increased
44
Reduced
50
Closed
5
Calls
$1.4M
Puts
$237K
Net Calls
+$1.16M
Net Calls Change
+$1.53M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.6M
2
Millennium Management
2
Millennium Management
New York
$3.62M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$4.52M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$3.85M
5
State Street
5
State Street
Massachusetts
$38.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$35.1M
2
Wells Fargo
2
Wells Fargo
California
$1.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$126M
5
JCIA
5
Jackson Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$3.85M +$2.21M +90,400 +135%
Millennium Management
27
Millennium Management
New York
$3.62M +$2.98M +121,974 +468%
BCM
28
Bridgeway Capital Management
Texas
$3.47M – – –
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.45M -$2.99M -122,289 -46%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.41M +$1.93M +79,183 +131%
Citadel Advisors
31
Citadel Advisors
Florida
$3.18M +$853K +34,925 +37%
PPA
32
Parametric Portfolio Associates
Washington
$2.99M -$585K -23,946 -16%
Two Sigma Investments
33
Two Sigma Investments
New York
$2.94M +$1.32M +53,942 +81%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$2.75M +$112K +4,579 +4%
Bank of America
35
Bank of America
North Carolina
$2.72M +$591K +24,181 +28%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.52M -$14.3K -585 -0.6%
Boston Partners
37
Boston Partners
Massachusetts
$2.46M -$29.8K -1,221 -1%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$2.21M +$1.68M +68,638 +316%
Legal & General Group
39
Legal & General Group
United Kingdom
$2.11M +$48.3K +1,976 +2%
PCM
40
Penn Capital Management
Pennsylvania
$2.11M – – –
MC
41
Martin & Co
Tennessee
$2M -$59.4K -2,428 -3%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.94M – – –
Barclays
43
Barclays
United Kingdom
$1.88M +$724K +29,636 +63%
RIP
44
Rhino Investment Partners
Pennsylvania
$1.86M +$1.86M +76,000 New
First Trust Advisors
45
First Trust Advisors
Illinois
$1.79M +$163K +6,670 +10%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.75M -$46.4K -1,900 -3%
US Bancorp
47
US Bancorp
Minnesota
$1.54M +$1.54M +62,872 +103,069%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.53M +$1.33M +54,555 +677%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$1.51M +$1.51M +62,132 New
TD Asset Management
50
TD Asset Management
Ontario, Canada
$1.5M +$708K +28,983 +90%
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