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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $683M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 24 closing their positions.

Holders
170
Holders Change
-11
Holders Change %
-6.08%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
59
Closed
24
Calls
$5K
Puts
$1.4M
Net Calls
-$1.39M
Net Calls Change
-$1.41M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$57.4M
2
Jennison Associates
2
Jennison Associates
New York
$71M
3
NL
3
Nuveen LLC
North Carolina
$6.12M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$4.36M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$2.73M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$841K
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
51
KeyBank National Association
Ohio
$1.5M 62,924 +4,250 +7%
Jane Street
52
Jane Street
New York
$1.39M 58,141 -49,341 -46%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.37M 57,675 +2,953 +5%
Federated Hermes
54
Federated Hermes
Pennsylvania
$1.37M 57,442 +7,199 +14%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.26M 52,782 +14,734 +39%
NL
56
NWAM LLC
Washington
$1.22M 53,476 +2 +0%
Raymond James Financial
57
Raymond James Financial
Florida
$1.21M 50,895 +6,579 +15%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.19M 49,816 – –
DRZID
59
DePrince Race & Zollo Inc (DRZ)
Florida
$1.04M 43,787 -141,048 -76%
PRCP
60
Pacific Ridge Capital Partners
Oregon
$1M 41,965 – –
First Trust Advisors
61
First Trust Advisors
Illinois
$943K 39,535 +16,401 +71%
Rafferty Asset Management
62
Rafferty Asset Management
New York
$908K 38,104 +9,587 +34%
Prudential Financial
63
Prudential Financial
New Jersey
$842K 35,315 +1,876 +6%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$841K 35,262 -105,718 -75%
IIM
65
INTECH Investment Management
Florida
$833K 34,931 -10,110 -22%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$825K 34,571 +1,430 +4%
VI
67
Versor Investments
New York
$815K 34,200 -3,800 -10%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$810K 33,964 +25,188 +287%
Lazard Asset Management
69
Lazard Asset Management
New York
$789K 33,129 +2,663 +9%
Canada Life
70
Canada Life
Manitoba, Canada
$767K 32,191 -2,087 -6%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$759K 31,840 -354 -1%
DTL
72
Dynamic Technology Lab
Singapore
$750K 31,460 +31,460 New
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$651K 27,318 +9,126 +50%
GC
74
Globeflex Capital
California
$651K 27,300 – –
SO
75
STRS Ohio
Ohio
$601K 25,200 – –
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