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Heritage Financial
HFWA

Overview Fund Activity

130 hedge funds and large institutions have $711M invested in Heritage Financial in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% 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
17
Increased
36
Reduced
52
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.95M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.43M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.94M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$1.69M
5
Millennium Management
5
Millennium Management
New York
$1.25M

Top Sellers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$255K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$52.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.85M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.9M
5
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$1.07M -$421K -16,817 -28%
UBS Group
52
UBS Group
Switzerland
$1.07M -$532K -21,243 -33%
EVM
53
Eaton Vance Management
Massachusetts
$997K +$11.8K +470 +1%
Prudential Financial
54
Prudential Financial
New Jersey
$971K -$48.2K -1,928 -5%
JCIA
55
Jackson Creek Investment Advisors
Colorado
$952K +$952K +38,054 New
CS
56
Credit Suisse
Switzerland
$906K -$269K -10,741 -23%
KLC
57
Knowledge Leaders Capital
Colorado
$880K – – –
Two Sigma Investments
58
Two Sigma Investments
New York
$876K +$876K +35,021 New
KeyBank National Association
59
KeyBank National Association
Ohio
$852K – – –
UBS AM
60
UBS AM
Illinois
$832K +$54.5K +2,178 +7%
Comerica Bank
61
Comerica Bank
Texas
$820K -$63.1K -2,592 -7%
Jacobs Levy Equity Management
62
Jacobs Levy Equity Management
New Jersey
$818K – – –
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$811K -$45.7K -1,827 -5%
Citigroup
64
Citigroup
New York
$806K +$292K +11,660 +57%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$781K -$280K -11,576 -26%
Canada Life
66
Canada Life
Manitoba, Canada
$771K +$900 +36 +0.1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$736K -$190K -7,582 -20%
COPPSERS
68
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$691K -$2.15K -86 -0.3%
TPSF
69
Texas Permanent School Fund
Texas
$671K -$450 -18 -0.1%
Deutsche Bank
70
Deutsche Bank
Germany
$655K -$30.2K -1,208 -4%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$622K +$14.6K +586 +2%
BJL
72
Brighton Jones LLC
Washington
$621K +$1K +40 +0.2%
LPL Financial
73
LPL Financial
California
$573K +$1.75K +70 +0.3%
CSS
74
Cubist Systematic Strategies
Connecticut
$513K +$513K +20,497 New
PP
75
PDT Partners
New York
$492K -$134K -5,355 -21%
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