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Heritage Financial
HFWA

Overview Fund Activity

128 hedge funds and large institutions have $673M invested in Heritage Financial in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
37
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$29.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.95M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$4.02M
4
BlackRock
4
BlackRock
New York
$123M
5
TAM
5
THB Asset Management
Connecticut
$3.54M

Top Sellers

1
PCM
1
Penn Capital Management
Pennsylvania
$2.01M
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$27.5M
4
TRCT
4
Tower Research Capital (TRC)
New York
$100K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$340K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.14M -$12.8K -546 -1%
Citadel Advisors
52
Citadel Advisors
Florida
$1.09M -$78.3K -3,349 -7%
UBS AM
53
UBS AM
Illinois
$991K – – –
Comerica Bank
54
Comerica Bank
Texas
$969K +$2.41K +94 +0.2%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$962K +$138K +5,900 +17%
Prudential Financial
56
Prudential Financial
New Jersey
$961K -$9.83K -420 -1%
Barclays
57
Barclays
United Kingdom
$930K -$86.2K -3,684 -8%
EVM
58
Eaton Vance Management
Massachusetts
$921K – – –
CSS
59
Cubist Systematic Strategies
Connecticut
$897K +$897K +38,345 New
Canada Life
60
Canada Life
Manitoba, Canada
$839K -$90.6K -3,872 -10%
AG
61
Aperio Group
California
$825K +$28.1K +1,201 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$814K -$232K -9,900 -22%
KeyBank National Association
63
KeyBank National Association
Ohio
$796K -$93.5K -4,000 -11%
KFA
64
Krane Funds Advisors
New York
$790K +$790K +33,763 New
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$769K -$187K -7,996 -20%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$751K – – –
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$695K -$1.19K -51 -0.2%
Deutsche Bank
68
Deutsche Bank
Germany
$679K +$150K +6,394 +28%
TPSF
69
Texas Permanent School Fund
Texas
$674K -$110K -4,707 -14%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$653K -$132K -5,654 -17%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$651K -$1.1K -47 -0.2%
BJL
72
Brighton Jones LLC
Washington
$628K +$1.1K +47 +0.2%
PP
73
PDT Partners
New York
$585K +$48K +2,052 +9%
LPL Financial
74
LPL Financial
California
$534K +$4.16K +178 +0.8%
Osaic Holdings
75
Osaic Holdings
Arizona
$386K -$54.4K -2,330 -12%
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