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Heritage Financial
HFWA

Overview Fund Trends Analyst Outlook Journalist POV

152 hedge funds and large institutions have $691M invested in Heritage Financial in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$7.11M
2
+$5.04M
3
+$4.41M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.61M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$2.61M

Top Sellers

1
-$4.65M
2
-$4.12M
3
-$3.44M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$3.2M
5
FHC
Forest Hill Capital
Arkansas
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$4.8M
27
$4.41M
28
$3.77M
29
$3.57M
30
$3.52M
31
$3.4M
32
$2.86M
33
$2.61M
34
$2.59M
35
$2.46M
36
$2.44M
37
$2.31M
38
$2.27M
39
$2.19M
40
$2.14M
41
$2.12M
42
$2.09M
43
$1.86M
44
$1.85M
45
$1.79M
46
$1.78M
47
$1.64M
48
$1.59M
49
$1.54M
50
$1.43M
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2
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