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Heritage Financial
HFWA

Overview Fund Activity

181 hedge funds and large institutions have $789M invested in Heritage Financial in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 6 closing their positions.

Holders
181
Holders Change
+32
Holders Change %
+21.48%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
58
Reduced
54
Closed
6
Calls
$126K
Puts
$175K
Net Calls
-$49K
Net Calls Change
-$49K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$9.41M
2
DCM
2
Driehaus Capital Management
Illinois
$5.25M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$5.02M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.15M
5
KCM
5
Kennedy Capital Management
Missouri
$4.46M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$12M
2
Ameriprise
2
Ameriprise
Minnesota
$5.11M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.7M
4
BlackRock
4
BlackRock
New York
$151M
5
RIP
5
Rhino Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KJWM
26
Kiley Juergens Wealth Management
Washington
$6.11M -$151K -4,942 -2%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$5.29M +$2.73M +88,921 +107%
DCM
28
Driehaus Capital Management
Illinois
$5.25M +$5.25M +171,281 New
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$5.15M +$4.85M +158,325 +1,635%
Ameriprise
30
Ameriprise
Minnesota
$5.11M -$13M -424,694 -72%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$5.02M +$5.02M +163,963 New
Two Sigma Advisers
32
Two Sigma Advisers
New York
$4.55M -$101K -3,300 -2%
KCM
33
Kennedy Capital Management
Missouri
$4.46M +$4.46M +145,713 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.97M +$3.97M +129,700 New
DRZID
35
DePrince Race & Zollo Inc (DRZ)
Florida
$3.68M -$2.23M -72,673 -38%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$3.6M +$281K +9,178 +8%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$3.49M +$1.65M +53,769 +89%
Stifel Financial
38
Stifel Financial
Missouri
$3.46M -$42.2K -1,377 -1%
Citadel Advisors
39
Citadel Advisors
Florida
$3.4M +$96.1K +3,136 +3%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.29M +$209K +6,824 +7%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$3.22M +$611K +19,930 +23%
Federated Hermes
42
Federated Hermes
Pennsylvania
$3.19M +$3.19M +104,099 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.12M -$153K -4,986 -5%
Boston Partners
44
Boston Partners
Massachusetts
$3M -$155K -5,074 -5%
Renaissance Technologies
45
Renaissance Technologies
New York
$2.98M +$2.98M +97,289 New
MC
46
Martin & Co
Tennessee
$2.79M +$58.1K +1,897 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$2.76M +$5.15K +168 +0.2%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$2.75M +$444K +14,500 +19%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.67M +$58K +1,893 +2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.6M +$49K +1,600 +2%
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