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Heritage Financial
HFWA

Overview Fund Activity

78 hedge funds and large institutions have $170M invested in Heritage Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$18.4M
2
HCM
2
Hilton Capital Management
New York
$3.99M
3
KCM
3
Kennedy Capital Management
Missouri
$2.72M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$12.2M
5
FHC
5
Forest Hill Capital
Arkansas
$19.2M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$8.28M
2
BFC
2
Banc Funds Company
Illinois
$8.04M
3
BCM
3
Bridgeway Capital Management
Texas
$1.88M
4
CL
4
CPWM LLC
Washington
$0
5
BIG
5
Blackthorn Investment Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
51
ClariVest Asset Management
California
$224K +$224K +13,148 New
NFA
52
Nationwide Fund Advisors
Ohio
$204K -$6.25K -365 -3%
Invesco
53
Invesco
Georgia
$195K +$14.7K +860 +8%
BA
54
BlackRock Advisors
Delaware
$178K +$13.1K +766 +8%
Two Sigma Investments
55
Two Sigma Investments
New York
$174K -$2.45K -144 -1%
MAM
56
Martingale Asset Management
Massachusetts
$173K +$173K +10,103 New
AIG
57
American International Group
New York
$172K -$1.73K -101 -1%
PAM
58
Panagora Asset Management
Massachusetts
$166K – – –
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$161K -$54.8K -3,200 -25%
Bank of America
60
Bank of America
North Carolina
$143K +$4.48K +262 +3%
Citigroup
61
Citigroup
New York
$139K +$92K +5,386 +196%
STC
62
SEI Trust Company
Pennsylvania
$103K -$67.7K -3,946 -40%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$65K +$13.1K +769 +25%
PCM
64
Prelude Capital Management
New York
$37K +$37K +2,150 New
Barclays
65
Barclays
United Kingdom
$35K -$10.6K -628 -23%
SO
66
STRS Ohio
Ohio
$30K -$3.42K -200 -10%
KCPG
67
Kavar Capital Partners Group
Kansas
$25K +$25K +1,500 New
FWC
68
First Washington Corp
Washington
$17K – – –
MA
69
MUFG Americas
New York
$17K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$11K -$27.7K -1,571 -72%
BlackRock
71
BlackRock
New York
$9K – – –
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.01K +$83 +4,852 +2%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$4.59K +$4.59K +268 New
Ameriprise
74
Ameriprise
Minnesota
$4K -$17.4K -1,134 -81%
VIA
75
Vantage Investment Advisors
Pennsylvania
$4K +$4K +250 New
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3
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