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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
76
State of Alaska Department of Revenue
Alaska
$611K -$12K -480 -2%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$591K +$131K +5,243 +29%
Deutsche Bank
78
Deutsche Bank
Germany
$572K -$55.7K -2,218 -9%
B
79
Bensler
Washington
$512K +$512K +20,450 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$509K +$11.3K +454 +2%
AIG
81
American International Group
New York
$499K -$30.7K -1,225 -6%
SEI Investments
82
SEI Investments
Pennsylvania
$497K +$68K +2,710 +16%
PP
83
PDT Partners
New York
$482K -$118K -4,700 -20%
MIM
84
MetLife Investment Management
New Jersey
$475K +$167K +6,670 +54%
CSS
85
Cubist Systematic Strategies
Connecticut
$467K -$414K -16,520 -47%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$440K +$145K +5,798 +49%
WG
87
Winton Group
United Kingdom
$437K +$437K +17,427 New
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$435K -$35.5M -1,417,205 -99%
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$432K +$2.53K +100 +0.6%
EVM
90
Eaton Vance Management
Massachusetts
$430K +$2.75K +110 +0.6%
B
91
Bailard
California
$405K +$405K +16,164 New
IA
92
IndexIQ Advisors
New York
$400K +$25K +997 +7%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$399K – – –
Toronto Dominion Bank
94
Toronto Dominion Bank
Ontario, Canada
$398K +$398K +15,887 New
AB
95
Amalgamated Bank
New York
$391K -$24.8K -989 -6%
AF
96
Amalgamated Financial
New York
$391K +$391K +15,599 New
BPWM
97
Badgley Phelps Wealth Managers
Washington
$372K +$3.01K +120 +0.8%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$367K -$14.4K -574 -4%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K -$5.36M -213,829 -94%
MSRPS
100
Maryland State Retirement & Pension System
Maryland
$354K – – –
2 3
4
5 6