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Heritage Financial
HFWA

Overview Fund Activity

159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
59
Reduced
59
Closed
35
Calls
$4K
Puts
$17K
Net Calls
-$13K
Net Calls Change
+$36K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.27M
2
BlackRock
BlackRock
New York
+$5.44M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.77M
4
GLA
Great Lakes Advisors
Illinois
+$3.64M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.83M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$9.71M
2
DCM
Driehaus Capital Management
Illinois
-$5.25M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M
4
Goldman Sachs
Goldman Sachs
New York
-$3.8M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$4.23M +$1.05M +49,200 +33%
EC
27
EJF Capital
Virginia
$4.2M -$836K -39,087 -17%
Ameriprise
28
Ameriprise
Minnesota
$3.81M +$233K +10,871 +7%
GLA
29
Great Lakes Advisors
Illinois
$3.64M +$3.64M +170,306 New
Two Sigma Investments
30
Two Sigma Investments
New York
$3.23M +$1.59M +74,272 +97%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$3.15M -$1.92M -89,911 -38%
KCM
32
Kennedy Capital Management
Missouri
$3.1M -$17.7K -829 -0.6%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$3.1M -$497K -23,204 -14%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.9M +$389K +18,156 +15%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$2.83M +$2.83M +132,422 New
Federated Hermes
36
Federated Hermes
Pennsylvania
$2.69M +$459K +21,444 +21%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.65M +$351K +16,418 +15%
Stifel Financial
38
Stifel Financial
Missouri
$2.42M +$3.64K +170 +0.2%
JC
39
JCSD Capital
California
$2.4M +$2.4M +112,000 New
Boston Partners
40
Boston Partners
Massachusetts
$2.3M +$207K +9,661 +10%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.29M +$112K +5,236 +5%
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$2.28M -$293K -13,693 -11%
Citadel Advisors
43
Citadel Advisors
Florida
$2.25M -$123K -5,726 -5%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$2.2M -$44.4K -2,074 -2%
PCM
45
Penn Capital Management
Pennsylvania
$2.13M +$2.13M +99,529 New
Bank of America
46
Bank of America
North Carolina
$2.07M +$386K +18,053 +23%
OAM
47
Oberweis Asset Management
Illinois
$2.05M +$867K +40,496 +73%
MC
48
Martin & Co
Tennessee
$1.94M -$8.24K -385 -0.4%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$1.9M -$25.7K -1,200 -1%
Legal & General Group
50
Legal & General Group
United Kingdom
$1.85M -$10.8K -505 -0.6%
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