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Heritage Financial
HFWA
HFWA
184 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
84% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 45
21% more capital invested
Capital invested by funds: $700M → $850M (+$150M)
6% more funds holding
Funds holding: 174 → 184 (+10)
0% more call options, than puts
Call options by funds: $3K | Put options by funds: $3K
7.44% less ownership
Funds ownership: 87.17% → 79.73% (-7.4%)
Holders
184
Holders Change
+10
Holders Change %
+5.75%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
83
Reduced
45
Closed
11
Calls
$3K
Puts
$3K
Net Calls
–
Net Calls Change
+$2K
Top Buyers
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$17.9M |
| 2 |
BlackRock
New York
|
+$16.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$5.8M |
| 5 |
Two Sigma Investments
New York
|
+$5.74M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.33M |
| 3 |
Renaissance Technologies
New York
|
-$2.33M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.84M |
| 5 |
Jane Street
New York
|
-$1.18M |
