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Heritage Financial
HFWA

Overview Fund Activity

73 hedge funds and large institutions have $143M invested in Heritage Financial in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
2.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$6.28M
2
ICOM
2
Investment Counselors of Maryland
Maryland
$11.8M
3
PIM
3
Perkins Investment Management
Illinois
$2.04M
4
BFA
4
BlackRock Fund Advisors
California
$6.85M
5
Wells Fargo
5
Wells Fargo
California
$719K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
MCM
2
Maltese Capital Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.28M
4
BFC
4
Banc Funds Company
Illinois
$8.54M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$776K
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
76
PDT Partners
New York
– -$152K -10,400 Closed
MFS
77
MSI Financial Services
Massachusetts
– -$5K -315 Closed
GC
78
Globeflex Capital
California
– -$2K -165 Closed
1 2 3
4