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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$154M
2
Ameriprise
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$63.1M
4
AR
Advisory Research
Illinois
$9.41M
5
Jennison Associates
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
PCM
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.19M
4
BCM
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
51
Victory Capital Management
Texas
$2.53M -$448K -12,845 -15%
RHJA
52
Rice Hall James & Associates
California
$2.5M -$20.9K -600 -0.8%
NL
53
NWAM LLC
Washington
$2.43M -$26.1K -750 -1%
MC
54
Martin & Co
Tennessee
$2.26M -$12K -345 -0.5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$2.26M -$2.15M -61,643 -49%
TA
56
Teachers Advisors
New York
$2.25M -$369K -10,579 -14%
BCM
57
Basswood Capital Management
New York
$2.17M – – –
Swiss National Bank
58
Swiss National Bank
Switzerland
$2.07M – – –
Legal & General Group
59
Legal & General Group
United Kingdom
$1.99M +$1.81M +52,036 +966%
Allianz Asset Management
60
Allianz Asset Management
Germany
$1.95M -$1.75M -50,215 -47%
DCM
61
Driehaus Capital Management
Illinois
$1.91M +$1.91M +54,657 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.8M +$237K +6,796 +15%
PP
63
PDT Partners
New York
$1.78M -$67.8K -1,946 -4%
Prudential Financial
64
Prudential Financial
New Jersey
$1.63M +$1.63M +46,841 New
Bank of America
65
Bank of America
North Carolina
$1.44M -$255K -7,321 -15%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.43M +$164K +4,700 +13%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$1.4M – – –
SAM
68
Shell Asset Management
Netherlands
$1.4M -$75K -2,151 -5%
EVM
69
Eaton Vance Management
Massachusetts
$1.37M -$272K -7,801 -17%
CPIM
70
Columbia Partners Investment Management
Virginia
$1.35M +$1.35M +38,722 New
RHCA
71
Rosenthal Henry Capital Advisors
Indiana
$1.32M – – –
KeyBank National Association
72
KeyBank National Association
Ohio
$1.31M – – –
TD Asset Management
73
TD Asset Management
Ontario, Canada
$1.2M +$41.8K +1,200 +4%
Renaissance Technologies
74
Renaissance Technologies
New York
$1.19M -$3.59M -102,989 -75%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$1.18M -$3.69K -106 -0.3%
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