Heritage Financial
HFWA
HFWA
130 hedge funds and large institutions have $602M invested in Heritage Financial in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
2% less funds holding
Funds holding: 133 → 130 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Holders
130
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$15.4M | |
| 2 | +$7.07M | |
| 3 | +$6.14M | |
| 4 |
Millennium Management
New York
|
+$4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.94M |
Top Sellers
| 1 | -$7.38M | |
| 2 | -$4.71M | |
| 3 | -$3.9M | |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.45M |
| 5 |
BlackRock
New York
|
-$2.25M |