HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
51
Ziegler Capital Management
Illinois
$1.35M +$143K +5,713 +12%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$1.27M -$997K -39,800 -44%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$1.26M +$1.6K +64 +0.1%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.14M -$96.2K -3,839 -8%
RA
55
Royce & Associates
New York
$1.13M +$523K +20,891 +87%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$1.02M +$685K +27,346 +204%
SIM
57
SummerHaven Investment Management
Connecticut
$935K +$41.1K +1,641 +5%
Prudential Financial
58
Prudential Financial
New Jersey
$917K -$14.1K -563 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$866K -$553K -22,055 -39%
KeyBank National Association
60
KeyBank National Association
Ohio
$853K – – –
UBS AM
61
UBS AM
Illinois
$833K – – –
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$829K -$91.5K -3,653 -10%
Renaissance Technologies
63
Renaissance Technologies
New York
$819K -$291K -11,600 -26%
Canada Life
64
Canada Life
Manitoba, Canada
$819K +$24.2K +943 +3%
YCM
65
Yousif Capital Management
Michigan
$816K -$13.4K -535 -2%
Citigroup
66
Citigroup
New York
$781K +$78.3K +3,127 +11%
Comerica Bank
67
Comerica Bank
Texas
$773K -$13.5K -535 -2%
CS
68
Credit Suisse
Switzerland
$759K -$10.4K -415 -1%
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$758K +$92.3K +3,686 +14%
Wells Fargo
70
Wells Fargo
California
$722K -$372K -14,817 -34%
ECM
71
ExodusPoint Capital Management
New York
$716K +$26.2K +1,046 +4%
BJL
72
Brighton Jones LLC
Washington
$692K +$68K +2,713 +11%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$675K +$527 +21 +0.1%
UBS Group
74
UBS Group
Switzerland
$654K -$161K -6,440 -20%
TPSF
75
Texas Permanent School Fund
Texas
$624K -$11.5K -457 -2%
1 2
3
4 5