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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$3.65M -$510K -20,239 -12%
RIP
27
Rhino Investment Partners
Pennsylvania
$3.65M +$1.74M +69,521 +91%
BCM
28
Bridgeway Capital Management
Texas
$3.56M – – –
Stifel Financial
29
Stifel Financial
Missouri
$3.48M -$578K -23,062 -14%
Citadel Advisors
30
Citadel Advisors
Florida
$3.05M -$211K -8,401 -6%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.57M -$14.5K -580 -0.6%
Boston Partners
32
Boston Partners
Massachusetts
$2.49M -$30.8K -1,231 -1%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$2.45M -$374K -14,927 -13%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.42M -$1.11M -44,438 -31%
JAM
35
Jacobs Asset Management
New York
$2.38M +$2.38M +94,830 New
Two Sigma Investments
36
Two Sigma Investments
New York
$2.33M -$686K -27,357 -23%
PCM
37
Penn Capital Management
Pennsylvania
$2.32M +$215K +8,465 +10%
PPA
38
Parametric Portfolio Associates
Washington
$2.21M -$863K -34,423 -28%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$2.15M +$590K +23,527 +38%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.13M -$35.1K -1,399 -2%
Bank of America
41
Bank of America
North Carolina
$2.1M -$692K -27,624 -25%
MC
42
Martin & Co
Tennessee
$2.09M +$40.7K +1,624 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.08M +$100K +4,000 +5%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$1.83M +$1.02M +40,857 +128%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.8M -$41.6K -1,660 -2%
Barclays
46
Barclays
United Kingdom
$1.7M -$230K -9,187 -12%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.68M +$108K +4,309 +7%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.64M -$153K -6,100 -9%
US Bancorp
49
US Bancorp
Minnesota
$1.58M +$4.79K +191 +0.3%
NL
50
NWAM LLC
Washington
$1.39M – – –
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