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Heritage Financial
HFWA

Overview Fund Activity

159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
59
Reduced
59
Closed
35
Calls
$4K
Puts
$17K
Net Calls
-$13K
Net Calls Change
+$36K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.27M
2
BlackRock
BlackRock
New York
+$5.44M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.77M
4
GLA
Great Lakes Advisors
Illinois
+$3.64M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.83M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$9.71M
2
DCM
Driehaus Capital Management
Illinois
-$5.25M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M
4
Goldman Sachs
Goldman Sachs
New York
-$3.8M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$680K -$100K -4,688 -13%
TPSF
77
Texas Permanent School Fund
Texas
$674K +$169K +7,884 +33%
TI
78
Trexquant Investment
Connecticut
$666K +$666K +31,131 New
WG
79
Winton Group
United Kingdom
$619K +$388K +18,151 +169%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$600K +$378K +17,678 +171%
BJL
81
Brighton Jones LLC
Washington
$539K +$1.01K +47 +0.2%
B
82
Bailard
California
$528K +$30K +1,400 +6%
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$517K +$517K +24,173 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$514K -$8.4K -393 -2%
UBS Group
85
UBS Group
Switzerland
$507K -$115K -5,353 -18%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$501K +$240K +11,217 +92%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$500K -$325K -15,193 -39%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$492K +$153K +7,154 +45%
ETC
89
Exchange Traded Concepts
Oklahoma
$475K -$17.9K -838 -4%
Citigroup
90
Citigroup
New York
$464K -$508K -23,753 -52%
CIM
91
Cambria Investment Management
California
$460K -$365K -17,066 -44%
YCM
92
Yousif Capital Management
Michigan
$451K -$52.8K -2,465 -10%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$439K -$150 -7 -0%
B
94
Bensler
Washington
$438K – – –
CCIA
95
Campbell & Co Investment Adviser
Maryland
$435K -$269K -12,583 -38%
First Trust Advisors
96
First Trust Advisors
Illinois
$434K -$218K -10,178 -33%
SG Americas Securities
97
SG Americas Securities
New York
$428K +$428K +19,987 New
AIM
98
Aigen Investment Management
New York
$420K -$52.5K -2,451 -11%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$419K +$728 +34 +0.2%
QT
100
Quantbot Technologies
New York
$418K +$359K +16,754 +598%
2 3
4
5 6