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Heritage Financial
HFWA

Overview Fund Activity

78 hedge funds and large institutions have $170M invested in Heritage Financial in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$18.4M
2
HCM
2
Hilton Capital Management
New York
$3.99M
3
KCM
3
Kennedy Capital Management
Missouri
$2.72M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$12.2M
5
FHC
5
Forest Hill Capital
Arkansas
$19.2M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$8.28M
2
BFC
2
Banc Funds Company
Illinois
$8.04M
3
BCM
3
Bridgeway Capital Management
Texas
$1.88M
4
CL
4
CPWM LLC
Washington
$0
5
BIG
5
Blackthorn Investment Group
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$3K – – –
GC
77
Globeflex Capital
California
$3K +$3K +198 New
US Bancorp
78
US Bancorp
Minnesota
$3K +$3K +204 New
CL
79
CPWM LLC
Washington
– -$529K -36,114 Closed
BIG
80
Blackthorn Investment Group
Kansas
– -$386K -24,859 Closed
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
– -$261K -16,816 Closed
Credit Agricole
82
Credit Agricole
France
– -$56K -3,636 Closed
TF
83
Trutina Financial
Washington
– -$33K -2,100 Closed
U
84
UBS
Switzerland
– -$11K -713 Closed
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
– -$3K -215 Closed
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