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Heritage Financial

121 hedge funds and large institutions have $814M invested in Heritage Financial in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
41
Reduced
43
Closed
16
Calls
Puts
$93K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
HF
51
HRT Financial
New York
$1.26M +$955K +33,835 +309%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$1.24M +$76.3K +2,702 +7%
Prudential Financial
53
Prudential Financial
New Jersey
$1.15M -$8.76K -310 -0.8%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.11M -$224K -7,934 -17%
EVM
55
Eaton Vance Management
Massachusetts
$1.11M
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.05M +$205K +7,272 +24%
Comerica Bank
57
Comerica Bank
Texas
$1.03M -$44.2K -1,559 -4%
KLC
58
Knowledge Leaders Capital
Colorado
$993K +$993K +35,166 New
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$967K +$60.1K +2,126 +7%
KeyBank National Association
60
KeyBank National Association
Ohio
$961K
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$923K -$5.62K -199 -0.6%
UBS AM
62
UBS AM
Illinois
$878K -$319K -11,302 -27%
Canada Life
63
Canada Life
Manitoba, Canada
$869K -$143K -5,076 -14%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$782K -$3.39K -120 -0.4%
Deutsche Bank
65
Deutsche Bank
Germany
$773K -$47.1K -1,669 -6%
TPSF
66
Texas Permanent School Fund
Texas
$758K -$56.6K -2,002 -7%
PP
67
PDT Partners
New York
$706K +$28 +1 +0%
BJL
68
Brighton Jones LLC
Washington
$700K -$58.3K -2,062 -8%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$686K -$103K -3,640 -13%
LPL Financial
70
LPL Financial
California
$645K
Citigroup
71
Citigroup
New York
$580K +$295K +10,460 +104%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$551K +$551K +19,501 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$512K +$303K +10,737 +146%
First Trust Advisors
74
First Trust Advisors
Illinois
$500K +$89.2K +3,160 +22%
Grantham, Mayo, Van Otterloo & Co (GMO)
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$480K -$503K -17,800 -51%