Heritage Financial
HFWA
HFWA
79 hedge funds and large institutions have $181M invested in Heritage Financial in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
Holders
79
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$6.8M | |
| 2 | +$2.1M | |
| 3 | +$1.72M | |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.71M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$1.44M |
Top Sellers
| 1 | -$2.07M | |
| 2 | -$807K | |
| 3 | -$796K | |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$350K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$283K |