Heritage Financial
HFWA
HFWA
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
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.54% less ownership
Funds ownership: 80.72% → 80.18% (-0.54%)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
Holders
128
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$3.81M | |
| 2 | +$3.2M | |
| 3 | +$2.81M | |
| 4 |
BlackRock
New York
|
+$1.78M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$1.12M |
Top Sellers
| 1 | -$5.34M | |
| 2 | -$4.11M | |
| 3 | -$1.5M | |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.18M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.14M |