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Heritage Financial
HFWA

Overview Fund Activity

159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
59
Reduced
59
Closed
35
Calls
$4K
Puts
$17K
Net Calls
-$13K
Net Calls Change
+$36K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.27M
2
BlackRock
BlackRock
New York
+$5.44M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.77M
4
GLA
Great Lakes Advisors
Illinois
+$3.64M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.83M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$9.71M
2
DCM
Driehaus Capital Management
Illinois
-$5.25M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M
4
Goldman Sachs
Goldman Sachs
New York
-$3.8M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.85M -$74.7K -3,493 -4%
State of New Jersey Common Pension Fund D
52
State of New Jersey Common Pension Fund D
New Jersey
$1.76M +$244K +11,398 +16%
PAM
53
Panagora Asset Management
Massachusetts
$1.74M +$1.33M +62,110 +324%
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.62M -$193K -9,000 -11%
Deutsche Bank
55
Deutsche Bank
Germany
$1.44M +$1.03M +47,935 +248%
US Bancorp
56
US Bancorp
Minnesota
$1.42M – – –
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M -$45.3K -2,119 -3%
Renaissance Technologies
58
Renaissance Technologies
New York
$1.26M -$822K -38,400 -39%
SEI Investments
59
SEI Investments
Pennsylvania
$1.22M +$241K +11,284 +25%
NL
60
NWAM LLC
Washington
$1.18M – – –
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$1.12M +$297K +13,890 +36%
BCM
62
Bridgeway Capital Management
Texas
$1.07M – – –
HSBC Holdings
63
HSBC Holdings
United Kingdom
$1.06M -$2.62M -122,469 -71%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.05M +$284K +13,267 +37%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.03M -$39.2K -1,832 -4%
ZCM
66
Ziegler Capital Management
Illinois
$964K +$10.9K +507 +1%
UBS AM
67
UBS AM
Illinois
$953K +$61.5K +2,876 +7%
AQR Capital Management
68
AQR Capital Management
Connecticut
$944K -$480K -22,436 -34%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$935K -$13.2K -618 -1%
CS
70
Credit Suisse
Switzerland
$870K +$21.5K +1,006 +3%
MAM
71
Martingale Asset Management
Massachusetts
$823K +$69.6K +3,250 +9%
Barclays
72
Barclays
United Kingdom
$800K +$266K +12,425 +50%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$795K -$8.5K -397 -1%
Prudential Financial
74
Prudential Financial
New Jersey
$729K -$24.6K -1,150 -3%
KeyBank National Association
75
KeyBank National Association
Ohio
$728K – – –
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