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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 15 closing their positions.

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$37.9M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.3M
5
NL
5
NWAM LLC
Washington
$1.19M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$14.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
HA
3
Heartland Advisors
Wisconsin
$5.99M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
51
Boston Partners
Massachusetts
$1.2M 54,947 -4,913 -8%
NL
52
NWAM LLC
Washington
$1.19M 54,852 +54,852 New
HF
53
HRT Financial
New York
$1.15M 52,721 +26,842 +104%
UBS AM
54
UBS AM
Illinois
$1.12M 51,338 -4,764 -8%
Federated Hermes
55
Federated Hermes
Pennsylvania
$1.09M 50,134 +2,813 +6%
KeyBank National Association
56
KeyBank National Association
Ohio
$1.03M 47,364 +3,194 +7%
Millennium Management
57
Millennium Management
New York
$1M 45,949 -38,333 -45%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$959K 44,052 -1,000 -2%
PRCP
59
Pacific Ridge Capital Partners
Oregon
$921K 42,306 -14,490 -26%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$867K 39,844 -1,197 -3%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$865K 39,747 -15,302 -28%
UBS Group
62
UBS Group
Switzerland
$817K 37,551 +1,959 +6%
Canada Life
63
Canada Life
Manitoba, Canada
$817K 37,541 +255 +0.7%
YIH
64
Y-Intercept (HK)
Hong Kong
$782K 35,933 +15,259 +74%
Prudential Financial
65
Prudential Financial
New Jersey
$776K 35,649 -7,000 -16%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$755K 34,672 +16,489 +91%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$713K 32,769 -1,251 -4%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$686K 31,494 +8,636 +38%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$660K 30,331 -105,999 -78%
ECM
70
ExodusPoint Capital Management
New York
$648K 29,744 -15,633 -34%
SO
71
STRS Ohio
Ohio
$627K 28,800 -3,200 -10%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$610K 27,987 -2,719 -9%
GC
73
Globeflex Capital
California
$594K 27,300 – –
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$570K 26,199 +7,770 +42%
EC
75
EJF Capital
Virginia
$536K 24,602 -2,368 -9%
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