Heritage Financial
HFWA
HFWA
127 hedge funds and large institutions have $534M invested in Heritage Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 48 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
38% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 48
Holders
127
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.49M | |
| 2 | +$2.72M | |
| 3 | +$2.61M | |
| 4 |
KJWM
Kiley Juergens Wealth Management
Olympia,
Washington
|
+$1.84M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.56M |
Top Sellers
| 1 | -$5.58M | |
| 2 | -$1.96M | |
| 3 | -$1.1M | |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.05M |
| 5 |
BlackRock
New York
|
-$1.01M |