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Heritage Financial
HFWA

Overview Fund Activity

171 hedge funds and large institutions have $685M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
59
Closed
24
Calls
$5K
Puts
$2.01M
Net Calls
-$2.01M
Net Calls Change
-$2.03M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$22.1M
2
Jennison Associates
Jennison Associates
New York
+$5.37M
3
NL
Nuveen LLC
North Carolina
+$3.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.42M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.28M

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.36M
2
ZIM
Zacks Investment Management
Illinois
-$2.99M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$2.95M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.52M
5
HF
HRT Financial
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
26
Dana Investment Advisors
Wisconsin
$5.3M -$81.2K -3,406 -2%
Principal Financial Group
27
Principal Financial Group
Iowa
$4.93M +$314K +13,168 +7%
GLA
28
Great Lakes Advisors
Illinois
$4.41M -$98.1K -4,116 -2%
Two Sigma Investments
29
Two Sigma Investments
New York
$4.36M +$1.28M +53,486 +41%
Bank of America
30
Bank of America
North Carolina
$4.31M +$612K +25,673 +17%
RA
31
Royce & Associates
New York
$3.96M – – –
Goldman Sachs
32
Goldman Sachs
New York
$3.42M -$420K -17,612 -11%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$3.35M +$355K +14,900 +12%
American Century Companies
34
American Century Companies
Missouri
$3.35M -$1.75M -73,304 -34%
MC
35
Martin & Co
Tennessee
$3.13M -$34.9K -1,465 -1%
EF
36
Empowered Funds
Pennsylvania
$3.04M +$91.3K +3,831 +3%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.77M +$202K +8,456 +8%
AQR Capital Management
38
AQR Capital Management
Connecticut
$2.73M -$2.95M -123,555 -52%
UBS Group
39
UBS Group
Switzerland
$2.61M +$282K +11,808 +12%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$2.42M +$86.3K +3,618 +4%
UBS AM
41
UBS AM
Illinois
$2.35M +$491K +20,604 +26%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$2.33M -$1.82M -76,290 -44%
Legal & General Group
43
Legal & General Group
United Kingdom
$2.26M +$122K +5,135 +6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.21M +$113K +4,726 +5%
PAM
45
Panagora Asset Management
Massachusetts
$2.01M -$1.7M -71,183 -46%
Barclays
46
Barclays
United Kingdom
$1.86M +$363K +15,204 +24%
TI
47
Trexquant Investment
Connecticut
$1.85M -$939K -39,384 -34%
LSV Asset Management
48
LSV Asset Management
Illinois
$1.78M – – –
Citigroup
49
Citigroup
New York
$1.63M -$504K -21,154 -24%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.55M -$31K -1,300 -2%
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