HFWA icon

Heritage Financial

93 hedge funds and large institutions have $311M invested in Heritage Financial in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
42
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
51
Parametric Portfolio Associates
Washington
$586K +$1.31K +83 +0.2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$568K
First Trust Advisors
53
First Trust Advisors
Illinois
$535K +$272K +17,145 +103%
AllianceBernstein
54
AllianceBernstein
Tennessee
$517K +$66.6K +4,200 +15%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$466K
PRCP
56
Pacific Ridge Capital Partners
Oregon
$435K +$152K +9,586 +54%
NFA
57
Nationwide Fund Advisors
Ohio
$370K -$7.7K -486 -2%
SO
58
STRS Ohio
Ohio
$340K -$138K -8,736 -29%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$340K -$88.4K -5,578 -21%
BIG
60
Blackthorn Investment Group
Kansas
$339K -$81.2K -5,124 -19%
AIG
61
American International Group
New York
$320K -$190 -12 -0.1%
MC
62
Martin & Co
Tennessee
$296K +$2.95K +186 +1%
SCA
63
Strategic Capital Alternatives
United States
$285K +$285K +18,000 New
BA
64
BlackRock Advisors
Delaware
$282K -$2.85K -180 -1%
Stifel Financial
65
Stifel Financial
Missouri
$265K +$31K +1,954 +13%
IAM
66
Iridian Asset Management
Connecticut
$260K +$28K +1,770 +12%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$255K
VOYA Investment Management
68
VOYA Investment Management
Georgia
$241K
CS
69
Credit Suisse
Switzerland
$236K -$45.5K -2,880 -16%
BPB
70
Badgley, Phelps & Bell
Washington
$226K
Invesco
71
Invesco
Georgia
$209K -$133K -8,415 -39%
FCM
72
FJ Capital Management
Virginia
$191K
ProShare Advisors
73
ProShare Advisors
Maryland
$188K -$42.5K -2,681 -18%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$177K -$1.59K -100 -0.9%
Bank of America
75
Bank of America
North Carolina
$168K -$13.1K -832 -7%