HFWA icon

Heritage Financial

184 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$16.9M
3 +$13.8M
4
State Street
State Street
Massachusetts
+$5.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$5.74M

Top Sellers

1 -$4.21M
2 -$2.33M
3 -$2.33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.84M
5
Jane Street
Jane Street
New York
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$1.94M
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.75M
KeyBank National Association
53
KeyBank National Association
Ohio
$1.73M
Universal-Beteiligungs- und Servicegesellschaft
54
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.69M
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.69M
QCM
56
Quantinno Capital Management
New York
$1.43M
NL
57
NWAM LLC
Washington
$1.31M
UBS AM
58
UBS AM
Illinois
$1.3M
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$1.3M
PAM
60
Pacific Asset Management
Washington
$1.28M
Raymond James Financial
61
Raymond James Financial
Florida
$1.27M
VOYA Investment Management
62
VOYA Investment Management
Georgia
$1.23M
VGA
63
Vanguard Global Advisers
Pennsylvania
$1.09M
Federated Hermes
64
Federated Hermes
Pennsylvania
$1.08M
Prudential Financial
65
Prudential Financial
New Jersey
$1.05M
Lazard Asset Management
66
Lazard Asset Management
New York
$1.05M
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$1.05M
Baird Financial Group
68
Baird Financial Group
Wisconsin
$994K
Canada Life
69
Canada Life
Manitoba, Canada
$945K
PRCP
70
Pacific Ridge Capital Partners
Oregon
$911K
Deutsche Bank
71
Deutsche Bank
Germany
$866K
First Trust Advisors
72
First Trust Advisors
Illinois
$865K
OL
73
Odyssean LLC
Connecticut
$830K
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$821K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$786K