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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $545M invested in Heritage Financial in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-16
Holders Change %
-9.88%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
48
Reduced
53
Closed
27
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
-$35K

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$14.6M
2
Charles Schwab
Charles Schwab
California
+$5.33M
3
DIA
Dana Investment Advisors
Wisconsin
+$4.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
5
US Bancorp
US Bancorp
Minnesota
+$2.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.97M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.69M
3
FHC
Forest Hill Capital
Arkansas
-$4.53M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.66M
5
OAM
Oberweis Asset Management
Illinois
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$4.31M +$146K +7,525 +4%
GLA
27
Great Lakes Advisors
Illinois
$4.06M -$44.6K -2,302 -1%
US Bancorp
28
US Bancorp
Minnesota
$4.01M +$2.73M +140,592 +212%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$3.99M +$233K +12,008 +6%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.88M +$357K +18,434 +10%
Invesco
31
Invesco
Georgia
$3.83M +$1.06M +54,747 +38%
Two Sigma Investments
32
Two Sigma Investments
New York
$3.05M +$103K +5,320 +3%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$2.9M +$117K +6,044 +4%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.81M -$56.2K -2,900 -2%
PAM
35
Panagora Asset Management
Massachusetts
$2.75M +$165K +8,508 +6%
MC
36
Martin & Co
Tennessee
$2.74M +$56.8K +2,931 +2%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$2.49M -$81.8K -4,217 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.46M +$223K +11,495 +10%
PCM
39
Penn Capital Management
Pennsylvania
$2.35M +$1.74M +89,704 +286%
Boston Partners
40
Boston Partners
Massachusetts
$2.18M +$902K +46,511 +71%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.15M -$74K -3,818 -3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.02M -$230K -11,842 -10%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$2.01M -$77.8K -4,010 -4%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.94M -$5.08K -262 -0.3%
EF
45
Empowered Funds
Pennsylvania
$1.93M +$146K +7,525 +8%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.91M +$21.6K +1,113 +1%
Bank of America
47
Bank of America
North Carolina
$1.87M -$400K -20,639 -18%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$1.64M -$1.9M -98,032 -54%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.34M – – –
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