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Heritage Financial
HFWA

Overview Fund Activity

162 hedge funds and large institutions have $445M invested in Heritage Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
60
Reduced
53
Closed
22
Calls
$19K
Puts
$217K
Net Calls
-$198K
Net Calls Change
-$185K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Ameriprise
2
Ameriprise
Minnesota
$8.36M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$31M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.6M
5
BCM
5
Bridgeway Capital Management
Texas
$3.23M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Invesco
2
Invesco
Georgia
$5.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$315K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.5M
5
EC
5
EJF Capital
Virginia
$801K
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$1.12M 69,198 +31,805 +85%
US Bancorp
52
US Bancorp
Minnesota
$1.07M 66,184 – –
Citigroup
53
Citigroup
New York
$1.01M 62,665 +40,995 +189%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M 62,236 +491 +0.8%
GCP
55
GSA Capital Partners
United Kingdom
$961K 59,458 +49,682 +508%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$954K 58,994 -76,691 -57%
UBS AM
57
UBS AM
Illinois
$953K 44,547 – –
CS
58
Credit Suisse
Switzerland
$905K 55,965 +15,291 +38%
NL
59
NWAM LLC
Washington
$894K 55,306 – –
Citadel Advisors
60
Citadel Advisors
Florida
$883K 54,630 -50,582 -48%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$863K 53,361 +25,333 +90%
SEI Investments
62
SEI Investments
Pennsylvania
$824K 50,955 -5,824 -10%
N
63
Numerai
California
$808K 49,971 +49,971 New
EC
64
EJF Capital
Virginia
$801K 49,559 -146,584 -75%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$787K 48,691 +375 +0.8%
Prudential Financial
66
Prudential Financial
New Jersey
$696K 43,016 +8,966 +26%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$667K 41,238 -2,464 -6%
Franklin Resources
68
Franklin Resources
California
$652K 40,321 +40,321 New
COPPSERS
69
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$641K 39,633 +2,461 +7%
HF
70
HRT Financial
New York
$638K 39,483 +27,343 +225%
SO
71
STRS Ohio
Ohio
$590K 36,500 +36,500 New
ZCM
72
Ziegler Capital Management
Illinois
$589K 36,429 -8,596 -19%
PAM
73
Panagora Asset Management
Massachusetts
$572K 35,399 -45,852 -56%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$572K 35,391 +35,391 New
PRCP
75
Pacific Ridge Capital Partners
Oregon
$568K 35,103 +35,103 New
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