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Heritage Financial

103 hedge funds and large institutions have $327M invested in Heritage Financial in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
35
Reduced
38
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
51
Victory Capital Management
Texas
$935K -$33.7K -1,980 -3%
Wells Fargo
52
Wells Fargo
California
$909K -$73.5K -4,323 -7%
Charles Schwab
53
Charles Schwab
California
$879K
MAM
54
Martingale Asset Management
Massachusetts
$822K +$822K +48,291 New
Renaissance Technologies
55
Renaissance Technologies
New York
$819K +$299K +17,589 +57%
TA
56
Teachers Advisors
New York
$715K
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$709K +$39.1K +2,300 +6%
TC
58
TFS Capital
Pennsylvania
$705K +$251K +14,793 +55%
AllianceBernstein
59
AllianceBernstein
Tennessee
$703K -$11.9K -700 -2%
Morgan Stanley
60
Morgan Stanley
New York
$616K +$603K +35,413 +4,799%
NFA
61
Nationwide Fund Advisors
Ohio
$594K -$11.4K -672 -2%
DLCIG
62
D.L. Carlson Investment Group
New Hampshire
$587K +$117K +6,875 +25%
B
63
Baird
Wisconsin
$546K +$65.5K +3,855 +14%
PPA
64
Parametric Portfolio Associates
Washington
$515K -$91.9K -5,411 -15%
IPC
65
Independent Portfolio Consultants
Florida
$513K -$314K -18,495 -38%
First Trust Advisors
66
First Trust Advisors
Illinois
$489K -$117K -6,882 -19%
PRCP
67
Pacific Ridge Capital Partners
Oregon
$481K +$9.51K +560 +2%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$459K +$160K +9,400 +53%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$453K +$453K +26,646 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$439K
Invesco
71
Invesco
Georgia
$383K +$147K +8,633 +62%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$365K
BA
73
BlackRock Advisors
Delaware
$331K +$42.4K +2,493 +15%
AIG
74
American International Group
New York
$330K +$51 +3 +0%
MC
75
Martin & Co
Tennessee
$327K +$1.7K +100 +0.5%