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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$1.5M +$1.5M +61,356 New
UBS Group
52
UBS Group
Switzerland
$1.5M +$578K +23,604 +63%
Marshall Wace
53
Marshall Wace
United Kingdom
$1.41M +$1.41M +57,646 New
NL
54
NWAM LLC
Washington
$1.31M -$33.7K -1,375 -3%
KeyBank National Association
55
KeyBank National Association
Ohio
$1.22M +$60.7K +2,477 +5%
SEI Investments
56
SEI Investments
Pennsylvania
$1.17M -$402K -16,426 -26%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.17M -$63.2K -2,580 -5%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.08M – – –
PRCP
59
Pacific Ridge Capital Partners
Oregon
$1.04M – – –
Prudential Financial
60
Prudential Financial
New Jersey
$862K -$11K -450 -1%
Millennium Management
61
Millennium Management
New York
$848K -$278K -11,330 -25%
WG
62
Winton Group
United Kingdom
$842K +$572K +23,332 +212%
IIM
63
INTECH Investment Management
Florida
$841K +$388K +15,840 +86%
Canada Life
64
Canada Life
Manitoba, Canada
$838K -$80.5K -3,291 -9%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$829K -$20.8K -847 -2%
ECM
66
ExodusPoint Capital Management
New York
$824K +$94.8K +3,869 +13%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$789K -$14.1K -575 -2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$751K -$2.26M -92,419 -75%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$733K +$46.9K +1,914 +7%
Deutsche Bank
70
Deutsche Bank
Germany
$732K +$275K +11,210 +60%
Rafferty Asset Management
71
Rafferty Asset Management
New York
$720K -$254K -10,351 -26%
MAM
72
Martingale Asset Management
Massachusetts
$711K +$711K +29,000 New
VOYA Investment Management
73
VOYA Investment Management
Georgia
$694K +$152K +6,185 +28%
GC
74
Globeflex Capital
California
$669K – – –
SO
75
STRS Ohio
Ohio
$649K -$56.4K -2,300 -8%
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3
4 5