HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
44
Reduced
50
Closed
5
Calls
$1.4M
Puts
$237K
Net Calls
+$1.16M
Net Calls Change
+$1.53M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$32.6M
2
Millennium Management
2
Millennium Management
New York
$3.62M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$4.52M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$3.85M
5
State Street
5
State Street
Massachusetts
$38.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$35.1M
2
Wells Fargo
2
Wells Fargo
California
$1.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.45M
4
BlackRock
4
BlackRock
New York
$126M
5
JCIA
5
Jackson Creek Investment Advisors
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
76
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$650K -$17K -695 -3%
TPSF
77
Texas Permanent School Fund
Texas
$619K -$30.8K -1,263 -5%
Deutsche Bank
78
Deutsche Bank
Germany
$611K +$8.28K +339 +1%
BJL
79
Brighton Jones LLC
Washington
$609K +$1.15K +47 +0.2%
SOADOR
80
State of Alaska Department of Revenue
Alaska
$608K -$32.7K -1,340 -5%
LPL Financial
81
LPL Financial
California
$591K +$31.5K +1,289 +6%
RA
82
Royce & Associates
New York
$590K +$590K +24,138 New
PP
83
PDT Partners
New York
$585K +$106K +4,323 +22%
AIG
84
American International Group
New York
$516K -$28.9K -1,185 -5%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$485K +$14.1K +577 +3%
Man Group
86
Man Group
United Kingdom
$471K +$471K +19,271 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$467K +$4.69K +192 +1%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$464K +$464K +19,000 New
Rafferty Asset Management
89
Rafferty Asset Management
New York
$448K +$46.6K +1,907 +12%
SEI Investments
90
SEI Investments
Pennsylvania
$418K +$56.2K +2,300 +16%
EVM
91
Eaton Vance Management
Massachusetts
$417K -$560K -22,945 -57%
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$415K -$7.32K -300 -2%
AB
93
Amalgamated Bank
New York
$405K -$20.1K -823 -5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$389K – – –
VOYA Investment Management
95
VOYA Investment Management
Georgia
$372K -$5.11K -209 -1%
CM
96
Caption Management
Oklahoma
$366K +$366K +15,000 New
IA
97
IndexIQ Advisors
New York
$365K -$23.6K -967 -6%
BPWM
98
Badgley Phelps Wealth Managers
Washington
$359K -$2.93K -120 -0.8%
EGM
99
Engineers Gate Manager
New York
$356K +$356K +14,546 New
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$348K -$14.7K -600 -4%
2 3
4
5 6