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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Basswood Capital Management
New York
$5.65M – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$5.54M +$2.52M +102,665 +83%
RA
28
Royce & Associates
New York
$5.52M -$1.1M -45,048 -17%
GLA
29
Great Lakes Advisors
Illinois
$5.4M -$174K -7,120 -3%
DIA
30
Dana Investment Advisors
Wisconsin
$5.06M -$292K -11,903 -5%
Principal Financial Group
31
Principal Financial Group
Iowa
$4.65M +$141K +5,751 +3%
DRZID
32
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M +$3.75M +153,259 New
Bank of America
33
Bank of America
North Carolina
$3.62M +$1.13M +46,260 +46%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$3.53M +$2.75M +112,419 +357%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$3.46M -$164K -6,700 -5%
PAM
36
Panagora Asset Management
Massachusetts
$3.31M -$100K -4,083 -3%
MC
37
Martin & Co
Tennessee
$3.21M -$138K -5,648 -4%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.11M -$579K -23,639 -16%
EF
39
Empowered Funds
Pennsylvania
$2.91M +$140K +5,723 +5%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$2.57M -$1.35M -55,111 -34%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.56M -$19K -774 -0.7%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$2.51M – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$2.28M +$13.6K +555 +0.6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.28M -$320K -13,075 -12%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M +$292K +11,898 +16%
Citigroup
46
Citigroup
New York
$2.04M +$280K +11,424 +16%
UBS AM
47
UBS AM
Illinois
$1.78M +$524K +21,375 +42%
Barclays
48
Barclays
United Kingdom
$1.74M -$58.8K -2,400 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.66M – – –
TI
50
Trexquant Investment
Connecticut
$1.66M +$1.08M +44,023 +187%
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