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Heritage Financial

162 hedge funds and large institutions have $445M invested in Heritage Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

25% less capital invested

Capital invested by funds: $591M → $445M (-$147M)

91% less call options, than puts

Call options by funds: $19K | Put options by funds: $217K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
162
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19K
Puts
$217K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$3.58M
27
$3.43M
28
$3.23M
29
$3.23M
30
$2.67M
31
$2.38M
32
$2.32M
33
$2.31M
34
$2.28M
35
$2.27M
36
$2.26M
37
$2.1M
38
$2.05M
39
$2.05M
40
$1.83M
41
$1.79M
42
$1.77M
43
$1.71M
44
$1.52M
45
$1.51M
46
$1.37M
47
$1.29M
48
$1.25M
49
$1.25M
50
$1.23M