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Heritage Financial

148 hedge funds and large institutions have $882M invested in Heritage Financial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
56
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$866K +$181K +6,100 +26%
AIG
77
American International Group
New York
$832K -$9.58K -322 -1%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$817K +$220K +7,390 +37%
BJL
79
Brighton Jones LLC
Washington
$762K +$57.9K +1,949 +8%
GIP
80
Granite Investment Partners
California
$756K +$756K +25,430 New
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$687K +$15.1K +508 +2%
TPSF
82
Texas Permanent School Fund
Texas
$645K +$24.9K +838 +4%
SEI Investments
83
SEI Investments
Pennsylvania
$538K +$385K +12,313 +252%
UBS AM
84
UBS AM
Illinois
$521K
WG
85
Winton Group
United Kingdom
$520K -$14.1K -475 -3%
WTB
86
Washington Trust Bank
Washington
$493K -$5.12K -172 -1%
Barclays
87
Barclays
United Kingdom
$492K -$604K -20,272 -55%
CGL
88
Clarius Group LLC
Washington
$487K
SCG
89
Sonata Capital Group
Washington
$486K
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$479K
MIM
91
MetLife Investment Management
New Jersey
$469K
VOYA Investment Management
92
VOYA Investment Management
Georgia
$465K +$31.1K +1,048 +7%
MCM
93
Mengis Capital Management
Oregon
$448K
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$439K -$12.6K -424 -3%
SG Americas Securities
95
SG Americas Securities
New York
$434K +$205K +6,878 +89%
BPB
96
Badgley, Phelps & Bell
Washington
$423K
Allianz Asset Management
97
Allianz Asset Management
Germany
$398K -$40.7K -1,368 -9%
DADC
98
D.A. Davidson & Co
Montana
$395K +$13.5K +454 +4%
XK
99
Xact Kapitalforvaltning
Sweden
$387K +$41.6K +1,400 +12%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$377K +$3.62K +122 +1%