Heritage Financial
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.
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
7% more capital invested
Capital invested by funds: $170M → $181M (+$11.2M)
1% more funds holding
Funds holding: 78 → 79 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$7.02M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.17M |
| 3 |
Goldman Sachs
New York
|
+$1.78M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$1.77M |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$2.14M |
| 2 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$807K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$796K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$350K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$292K |
HFWA Hedge Fund Activity: Q1 2014 in Review
79 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2014, worth a combined $181M — up 6.6% from $170M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HFWA positions and 9 closed out — a net gain of 1 holder — while 31 added to existing stakes and 22 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $7.02M. The largest seller was Forest Hill Capital, cutting an estimated $2.14M.
- 79 institutional investors held Heritage Financial (HFWA) as of Q1 2014, up from 78 in Q4 2013.
- Funds reported $181M of Heritage Financial stock for Q1 2014, up 6.6% quarter-over-quarter.
- 10 funds opened new Heritage Financial positions in Q1 2014 and 9 closed out, a net change of +1 holder.
- The largest Heritage Financial buyer in Q1 2014 was Schroder Investment Management Group, an estimated $7.02M added.
- The largest Heritage Financial seller in Q1 2014 was Forest Hill Capital, an estimated $2.14M sold.
Based on aggregated 13F filings for Q1 2014.