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Heritage Financial
HFWA

Overview Fund Activity

162 hedge funds and large institutions have $595M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
60
Reduced
60
Closed
14
Calls
$137K
Puts
$9K
Net Calls
+$128K
Net Calls Change
+$149K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$21.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$3.93M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$22.8M
4
American Century Companies
American Century Companies
Missouri
$3.95M
5
Vanguard Group
Vanguard Group
Pennsylvania
$57.2M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.69M
2
AllianceBernstein
AllianceBernstein
Tennessee
$42.6M
3
FL
Fourthstone LLC
Missouri
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.31M
5
CSS
Cubist Systematic Strategies
Connecticut
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$3.93M +$3.53M +164,377 +900%
Principal Financial Group
27
Principal Financial Group
Iowa
$3.89M -$164K -7,676 -4%
RA
28
Royce & Associates
New York
$3.57M -$106K -4,963 -3%
Two Sigma Investments
29
Two Sigma Investments
New York
$3.26M -$1.82M -85,209 -36%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$3.25M -$272K -12,700 -8%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.16M -$1.18M -55,200 -27%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.11M -$1.72M -80,200 -36%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$3.07M -$445K -20,783 -13%
Invesco
34
Invesco
Georgia
$3.05M +$576K +26,942 +23%
OAM
35
Oberweis Asset Management
Illinois
$3M +$94.1K +4,400 +3%
MC
36
Martin & Co
Tennessee
$2.96M -$101K -4,742 -3%
PAM
37
Panagora Asset Management
Massachusetts
$2.86M +$1.2M +56,036 +72%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$2.84M -$740K -34,614 -21%
Millennium Management
39
Millennium Management
New York
$2.66M +$700K +32,721 +36%
Bank of America
40
Bank of America
North Carolina
$2.51M +$463K +21,647 +23%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.49M +$143K +6,702 +6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.47M +$70.3K +3,285 +3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$2.46M +$109K +5,113 +5%
Stifel Financial
44
Stifel Financial
Missouri
$2.39M -$14.6K -682 -0.6%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$2.31M -$4.23M -197,540 -65%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$2.14M +$141K +6,600 +7%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.08M -$26.4K -1,236 -1%
EF
48
Empowered Funds
Pennsylvania
$1.97M +$177K +8,256 +10%
Barclays
49
Barclays
United Kingdom
$1.66M +$397K +18,542 +31%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$1.6M +$1.6M +74,900 New
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