HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$154M
2
Ameriprise
2
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.1M
4
AR
4
Advisory Research
Illinois
$9.41M
5
Jennison Associates
5
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
PCM
2
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.19M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
76
Two Sigma Advisers
New York
$1.15M 32,923 -4,600 -12%
CS
77
Credit Suisse
Switzerland
$1.11M 31,807 +1,756 +6%
Nuveen Asset Management
78
Nuveen Asset Management
Illinois
$1.11M 31,777 +31,777 New
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$1.1M 31,532 +2,010 +7%
Invesco
80
Invesco
Georgia
$940K 26,962 -13,447 -33%
Brown Advisory
81
Brown Advisory
Maryland
$818K 23,500 +9,246 +65%
AIG
82
American International Group
New York
$766K 21,978 +3,160 +17%
BJL
83
Brighton Jones LLC
Washington
$754K 21,630 +21,630 New
PCM
84
Penn Capital Management
Pennsylvania
$696K 19,960 -170,220 -90%
UBS Group
85
UBS Group
Switzerland
$696K 19,975 -3,482 -15%
Public Sector Pension Investment Board (PSP Investments)
86
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$641K 18,400 +18,400 New
Citadel Advisors
87
Citadel Advisors
Florida
$615K 17,633 -22,054 -56%
UBS AM
88
UBS AM
Illinois
$611K 17,524 +156 +0.9%
CGL
89
Clarius Group LLC
Washington
$571K 16,371 – –
SCG
90
Sonata Capital Group
Washington
$570K 16,363 – –
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$562K 16,119 -8,035 -33%
MIM
92
MetLife Investment Management
New Jersey
$550K 15,777 +3,133 +25%
CL
93
CPWM LLC
Washington
$531K 15,228 +14 +0.1%
MWM
94
Merriman Wealth Management
Washington
$530K 15,194 -38,320 -72%
JCM
95
JS Capital Management
New York
$530K 15,200 +15,200 New
SG Americas Securities
96
SG Americas Securities
New York
$515K 14,766 +14,766 New
VOYA Investment Management
97
VOYA Investment Management
Georgia
$509K 14,613 -676 -4%
BPB
98
Badgley, Phelps & Bell
Washington
$497K 14,247 – –
WG
99
Winton Group
United Kingdom
$472K 13,544 -13,091 -49%
QI
100
QS Investors
New York
$471K 13,526 +1,140 +9%
2 3
4
5 6