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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $496M invested in Heritage Financial in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
47
Reduced
62
Closed
13
Calls
$50K
Puts
$38K
Net Calls
+$12K
Net Calls Change
-$81K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$18.3M
2
MCM
2
Maltese Capital Management
New York
$2.88M
3
Millennium Management
3
Millennium Management
New York
$1.52M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$6.03M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$30.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
BlackRock
4
BlackRock
New York
$89.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$4.14M 229,866 +7,740 +3%
GLA
27
Great Lakes Advisors
Illinois
$3.98M 220,644 +11,318 +5%
US Bancorp
28
US Bancorp
Minnesota
$3.65M 202,676 -4,100 -2%
Invesco
29
Invesco
Georgia
$3.62M 200,793 +3,316 +2%
Principal Financial Group
30
Principal Financial Group
Iowa
$3.48M 192,970 -7,354 -4%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$3.14M 174,146 +29,100 +20%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$3.06M 169,827 -36,027 -18%
MCM
33
Maltese Capital Management
New York
$2.88M 160,000 +160,000 New
Two Sigma Investments
34
Two Sigma Investments
New York
$2.85M 158,047 +537 +0.3%
PAM
35
Panagora Asset Management
Massachusetts
$2.55M 141,487 -544 -0.4%
MC
36
Martin & Co
Tennessee
$2.46M 136,373 -5,035 -4%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$2.46M 136,330 +36,428 +36%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$2.46M 136,180 -13,132 -9%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2.21M 122,783 -4,053 -3%
Bank of America
40
Bank of America
North Carolina
$2.07M 114,716 +18,056 +19%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.97M 109,341 -1,771 -2%
EF
42
Empowered Funds
Pennsylvania
$1.94M 107,366 +7,740 +8%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.92M 106,407 +2,045 +2%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$1.78M 98,884 -4,964 -5%
Legal & General Group
45
Legal & General Group
United Kingdom
$1.71M 94,663 -3,626 -4%
Millennium Management
46
Millennium Management
New York
$1.52M 84,282 +84,282 New
PCM
47
Penn Capital Management
Pennsylvania
$1.46M 80,870 -40,171 -33%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.38M 76,310 +3,877 +5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.25M 69,068 – –
Citigroup
50
Citigroup
New York
$1.09M 60,206 +164 +0.3%
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