Heritage Financial
HFWA
127 hedge funds and large institutions have $708M invested in Heritage Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $711M → $708M (-$2.96M)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
1.84% less ownership
Funds ownership: 79.05% → 77.21% (-1.8%)
2% less funds holding
Funds holding: 130 → 127 (-3)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $367K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$6.68M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.25M |
| 3 |
Bank of New York Mellon
New York
|
+$1.98M |
| 4 |
Two Sigma Advisers
New York
|
+$1.63M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.47M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$4.31M |
| 3 |
Goldman Sachs
New York
|
-$2.68M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.6M |
| 5 |
JP Morgan Chase
New York
|
-$2.27M |
HFWA Hedge Fund Activity: Q3 2021 in Review
127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2021, worth a combined $708M — down 0.42% from $711M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HFWA and 12 opened new positions — a net loss of 1 holder — while 50 trimmed existing stakes and 39 added.
The largest buyer was Victory Capital Management, adding an estimated $6.68M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.47M.
- 127 institutional investors held Heritage Financial (HFWA) as of Q3 2021, down from 130 in Q2 2021.
- Funds reported $708M of Heritage Financial stock for Q3 2021, down 0.42% quarter-over-quarter.
- 12 funds opened new Heritage Financial positions in Q3 2021 and 13 closed out, a net change of -1 holder.
- The largest Heritage Financial buyer in Q3 2021 was Victory Capital Management, an estimated $6.68M added.
- The largest Heritage Financial seller in Q3 2021 was T. Rowe Price Associates, an estimated $9.47M sold.
Based on aggregated 13F filings for Q3 2021.