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Heritage Financial

131 hedge funds and large institutions have $684M invested in Heritage Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
56
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
76
KeyBank National Association
Ohio
$1.11M
CS
77
Credit Suisse
Switzerland
$1.09M +$583K +19,779 +115%
OAM
78
Oxford Asset Management
United Kingdom
$1.08M +$1.08M +36,635 New
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.05M -$10.3K -349 -1%
Citadel Advisors
80
Citadel Advisors
Florida
$1.04M +$584K +19,776 +129%
IA
81
IndexIQ Advisors
New York
$1.03M +$469K +15,888 +83%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$1.01M -$34.6K -1,174 -3%
MCM
83
Matarin Capital Management
New York
$967K +$477K +16,155 +97%
SO
84
STRS Ohio
Ohio
$864K -$29.5K -1,000 -3%
PRCP
85
Pacific Ridge Capital Partners
Oregon
$857K +$8.56K +290 +1%
SEI Investments
86
SEI Investments
Pennsylvania
$847K -$486K -16,485 -36%
BFC
87
Banc Funds Company
Illinois
$756K -$21.3M -723,786 -97%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$751K +$751K +25,450 New
TD Asset Management
89
TD Asset Management
Ontario, Canada
$732K +$732K +24,800 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$713K
PP
91
PDT Partners
New York
$661K +$91.8K +3,110 +16%
AIG
92
American International Group
New York
$582K +$43.5K +1,476 +8%
CCMLC
93
Cardinal Capital Management LLC (Connecticut)
Connecticut
$564K -$2.97M -100,550 -84%
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$552K
AA
95
ALPS Advisors
Colorado
$516K -$77.6K -2,630 -13%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$499K
BPB
97
Badgley, Phelps & Bell
Washington
$420K
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$392K -$4.6K -156 -1%
DADC
99
D.A. Davidson & Co
Montana
$355K -$2.77K -94 -0.8%
BCM
100
BHZ Capital Management
California
$331K -$5.23M -177,274 -94%