HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 15 closing their positions.

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$37.9M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.3M
5
NL
5
NWAM LLC
Washington
$1.19M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$14.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
HA
3
Heartland Advisors
Wisconsin
$5.99M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
26
Basswood Capital Management
New York
$5.02M 230,737 – –
GLA
27
Great Lakes Advisors
Illinois
$4.95M 227,371 +6,727 +3%
DIA
28
Dana Investment Advisors
Wisconsin
$4.76M 218,420 -25,718 -11%
Principal Financial Group
29
Principal Financial Group
Iowa
$4M 183,968 -9,002 -5%
Invesco
30
Invesco
Georgia
$3.79M 173,888 -26,905 -13%
US Bancorp
31
US Bancorp
Minnesota
$3.62M 166,176 -36,500 -18%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$3.49M 160,122 -9,705 -6%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.28M 150,732 -7,315 -5%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$3.22M 147,846 -26,300 -15%
PAM
35
Panagora Asset Management
Massachusetts
$3.03M 139,285 -2,202 -2%
MC
36
Martin & Co
Tennessee
$2.97M 136,494 +121 +0.1%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.68M 123,283 +500 +0.4%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$2.68M 123,073 -13,107 -10%
EF
39
Empowered Funds
Pennsylvania
$2.46M 113,128 +5,762 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$2.31M 105,964 -443 -0.4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.29M 105,207 -4,134 -4%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$2.23M 102,381 +3,497 +4%
Bank of America
43
Bank of America
North Carolina
$2.21M 101,627 -13,089 -11%
Legal & General Group
44
Legal & General Group
United Kingdom
$2.01M 92,468 -2,195 -2%
Barclays
45
Barclays
United Kingdom
$1.6M 73,300 +37,606 +105%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.59M 73,210 -3,100 -4%
Citigroup
47
Citigroup
New York
$1.56M 71,759 +11,553 +19%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.47M 67,668 -1,400 -2%
Jane Street
49
Jane Street
New York
$1.42M 65,088 +20,792 +47%
SEI Investments
50
SEI Investments
Pennsylvania
$1.4M 64,384 +12,145 +23%
1
2
3 4 5