Heritage Financial
HFWA
HFWA
152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 57
Holders
152
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$81M | |
| 2 | +$10.3M | |
| 3 | +$10.3M | |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$9.41M |
| 5 |
Jennison Associates
New York
|
+$8.47M |
Top Sellers
| 1 | -$14.5M | |
| 2 | -$5.94M | |
| 3 | -$3.59M | |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.38M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3.09M |