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Heritage Financial
HFWA

Overview Fund Activity

123 hedge funds and large institutions have $587M invested in Heritage Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
46
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$14.1M
2
Invesco
Invesco
Georgia
+$2.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.95M
4
State Street
State Street
Massachusetts
+$1.84M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.54M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$8.54M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.59M
3
MOACM
Mutual of America Capital Management
New York
-$2.11M
4
Millennium Management
Millennium Management
New York
-$2.09M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$302K +$302K +15,112 New
SG Americas Securities
77
SG Americas Securities
New York
$300K +$129K +6,460 +76%
OPERF
78
Oregon Public Employees Retirement Fund
Oregon
$297K +$32K +1,600 +12%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$293K +$130K +6,503 +80%
BPB
80
Badgley, Phelps & Bell
Washington
$289K +$4K +200 +1%
SEI Investments
81
SEI Investments
Pennsylvania
$285K +$3.42K +171 +1%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$276K – – –
MSA
83
Mason Street Advisors
Wisconsin
$255K – – –
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$244K +$20K +1,000 +9%
DTL
85
Dynamic Technology Lab
Singapore
$243K +$8K +400 +3%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$235K +$49.1K +2,460 +26%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$222K – – –
Citigroup
88
Citigroup
New York
$219K -$684K -34,119 -76%
MCM
89
Mengis Capital Management
Oregon
$209K – – –
WCM
90
Weld Capital Management
New York
$206K +$206K +10,296 New
LSERS
91
Louisiana State Employees Retirement System
Louisiana
$202K -$48.4K -2,420 -19%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$202K +$202K +10,111 New
XK
93
Xact Kapitalforvaltning
Sweden
$200K – – –
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$168K -$10K -500 -6%
Osaic Holdings
95
Osaic Holdings
Arizona
$118K +$118K +250,694 New
PAM
96
Panagora Asset Management
Massachusetts
$88K +$88K +4,400 New
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$79K +$37.3K +1,869 +89%
MA
98
MUFG Americas
New York
$71K – – –
AIP
99
Ameritas Investment Partners
Nebraska
$62K – – –
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$51K +$16.2K +816 +46%
2 3
4
5 6