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Heritage Financial

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
Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Invesco
51
Invesco
Georgia
$207K +$14.3K +843 +7%
CS
52
Credit Suisse
Switzerland
$205K -$61.7K -3,654 -23%
FCM
53
FJ Capital Management
Virginia
$203K +$203K +12,053 New
NFA
54
Nationwide Fund Advisors
Ohio
$202K
Citadel Advisors
55
Citadel Advisors
Florida
$198K +$198K +11,690 New
PAM
56
Panagora Asset Management
Massachusetts
$188K +$24K +1,419 +15%
BA
57
BlackRock Advisors
Delaware
$180K +$4.78K +283 +3%
AIG
58
American International Group
New York
$174K +$4.18K +247 +2%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$157K -$2.89K -170 -2%
Bank of America
60
Bank of America
North Carolina
$139K -$3.09K -182 -2%
DADC
61
D.A. Davidson & Co
Montana
$67K +$63.7K +3,802 +1,901%
STC
62
SEI Trust Company
Pennsylvania
$66K -$35.5K -2,100 -35%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$64K
SO
64
STRS Ohio
Ohio
$56K +$26.5K +1,578 +90%
Citigroup
65
Citigroup
New York
$39K -$97.9K -5,819 -72%
TF
66
Trutina Financial
Washington
$36K +$36K +2,100 New
Morgan Stanley
67
Morgan Stanley
New York
$35K -$211K -12,626 -86%
U
68
UBS
Switzerland
$29K +$29K +1,733 New
TRCT
69
Tower Research Capital (TRC)
New York
$28K +$17.7K +1,071 +172%
KCPG
70
Kavar Capital Partners Group
Kansas
$25K
MA
71
MUFG Americas
New York
$17K
Barclays
72
Barclays
United Kingdom
$9K -$22.7K -1,491 -72%
BlackRock
73
BlackRock
New York
$9K
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.96K +$10 +565 +0.2%
Ameriprise
75
Ameriprise
Minnesota
$4K