We are live on ! Find out more
HFWA icon

Heritage Financial
HFWA

68 hedge funds and large institutions have $143M invested in Heritage Financial in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$141K +$135K +9,639 New
STC
52
SEI Trust Company
Pennsylvania
$138K +$131K +9,395 New
Invesco
53
Invesco
Georgia
$138K +$132K +9,434 New
PAM
54
Panagora Asset Management
Massachusetts
$105K +$100K +7,155 New
Citigroup
55
Citigroup
New York
$97K +$92.1K +6,594 New
Wells Fargo
56
Wells Fargo
California
$95K +$90.3K +6,464 New
Barclays
57
Barclays
United Kingdom
$53K +$50.5K +3,614 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$45K +$42.5K +3,042 New
SO
59
STRS Ohio
Ohio
$29K +$27.3K +1,956 New
TRCT
60
Tower Research Capital (TRC)
New York
$28K +$27.1K +1,937 New
U
61
UBS
Switzerland
$24K +$22.9K +1,642 New
Ameriprise
62
Ameriprise
Minnesota
$21K +$19.5K +1,394 New
FWC
63
First Washington Corp
Washington
$15K +$14K +1,000 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$10K +$9.78K +700 New
BlackRock
65
BlackRock
New York
$8K +$7.35K +526 New
MFS
66
MSI Financial Services
Massachusetts
$5K +$4.4K +315 New
GC
67
Globeflex Capital
California
$2K +$2.31K +165 New
DADC
68
D.A. Davidson & Co
Montana
$2K +$2.79K +200 New
1 2
3

HFWA Hedge Fund Activity: Q2 2013 in Review

68 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2013, worth a combined $143M.

Buyers outnumbered sellers: 68 funds opened new HFWA positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Heritage Financial (HFWA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $143M of Heritage Financial stock for Q2 2013.
  • 68 funds opened new Heritage Financial positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.