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Heritage Financial
HFWA

Overview Fund Activity

98 hedge funds and large institutions have $341M invested in Heritage Financial in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
30
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIS
1
AlphaOne Investment Services
Pennsylvania
$3.28M
2
PCM
2
Penn Capital Management
Pennsylvania
$2.37M
3
BFA
3
BlackRock Fund Advisors
California
$14.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.12M
5
RFC
5
Russell Frank Company
Washington
$1.65M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$11.7M
2
HCM
2
Hilton Capital Management
New York
$5.84M
3
American Century Companies
3
American Century Companies
Missouri
$4.79M
4
Deutsche Bank
4
Deutsche Bank
Germany
$262K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Holdings
76
Nomura Holdings
Japan
$250K 14,290 +14,290 New
Invesco
77
Invesco
Georgia
$244K 13,887 +707 +5%
FCM
78
FJ Capital Management
Virginia
$212K 12,053 – –
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$196K 11,127 – –
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$182K 10,361 +10,361 New
Bank of America
81
Bank of America
North Carolina
$168K 9,587 -1,058 -10%
Millennium Management
82
Millennium Management
New York
$168K 9,555 +9,555 New
DADC
83
D.A. Davidson & Co
Montana
$138K 7,896 -48 -0.6%
Citigroup
84
Citigroup
New York
$95K 5,430 +4,380 +417%
Legal & General Group
85
Legal & General Group
United Kingdom
$91K 5,095 – –
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$81K 4,587 +4,587 New
PAM
87
Panagora Asset Management
Massachusetts
$76K 4,326 – –
Barclays
88
Barclays
United Kingdom
$70K 4,120 +3,114 +310%
SEI Investments
89
SEI Investments
Pennsylvania
$68K 3,864 +3,864 New
MA
90
MUFG Americas
New York
$62K 3,560 – –
UBS Group
91
UBS Group
Switzerland
$62K 3,546 +3,546 New
VIA
92
Vantage Investment Advisors
Pennsylvania
$37K 2,125 – –
BlackRock
93
BlackRock
New York
$17K 948 – –
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$16K 919 +919 New
TCM
95
Tradewinds Capital Management
Washington
$14K 778 +600 +337%
Morgan Stanley
96
Morgan Stanley
New York
$13K 738 -539 -42%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.6K 604,386 +131,664 +28%
TRCT
98
Tower Research Capital (TRC)
New York
$4K 200 -1,614 -89%
SO
99
STRS Ohio
Ohio
– – -21,464 Closed
BIG
100
Blackthorn Investment Group
Kansas
– – -21,400 Closed
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