HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

132 hedge funds and large institutions have $791M invested in Heritage Financial in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-5
Holders Change %
-3.65%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
63
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$10.6M
2
BlackRock
BlackRock
New York
+$8.22M
3
Invesco
Invesco
Georgia
+$4.57M
4
Millennium Management
Millennium Management
New York
+$3.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.85M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$15.3M
2
AR
Advisory Research
Illinois
-$9.78M
3
Jennison Associates
Jennison Associates
New York
-$8.41M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$5.84M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$619K -$88.9K -3,301 -13%
ECM
77
ETrade Capital Management
Virginia
$526K +$74.2K +2,752 +16%
Deutsche Bank
78
Deutsche Bank
Germany
$505K +$186K +6,919 +58%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$451K +$56.7K +2,102 +14%
CGL
80
Clarius Group LLC
Washington
$441K – – –
VOYA Investment Management
81
VOYA Investment Management
Georgia
$439K – – –
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$435K – – –
MIM
83
MetLife Investment Management
New Jersey
$425K – – –
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$392K +$30.8K +1,143 +9%
Two Sigma Investments
85
Two Sigma Investments
New York
$391K +$391K +14,516 New
BPB
86
Badgley, Phelps & Bell
Washington
$384K – – –
EWM
87
Elite Wealth Management
Washington
$377K +$377K +14,000 New
WG
88
Winton Group
United Kingdom
$374K +$85.9K +3,184 +30%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$372K +$29.7K +1,100 +9%
LSERS
90
Louisiana State Employees Retirement System
Louisiana
$367K +$32.4K +1,200 +10%
OPERF
91
Oregon Public Employees Retirement Fund
Oregon
$357K +$5.39K +200 +2%
MSA
92
Mason Street Advisors
Wisconsin
$338K +$38.8K +1,438 +13%
COPPSERS
93
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$337K +$30.6K +1,136 +10%
EGM
94
Engineers Gate Manager
New York
$316K +$316K +11,703 New
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$313K -$1.27K -47 -0.4%
MCM
96
Mengis Capital Management
Oregon
$282K – – –
Capital Fund Management (CFM)
97
Capital Fund Management (CFM)
France
$280K +$80.8K +3,000 +41%
XK
98
Xact Kapitalforvaltning
Sweden
$270K – – –
AG
99
Aperio Group
California
$259K -$28.2K -1,048 -10%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$251K – – –
2 3
4
5 6