Heritage Financial
HFWA
HFWA
162 hedge funds and large institutions have $445M invested in Heritage Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
25% less capital invested
Capital invested by funds: $591M → $445M (-$147M)
91% less call options, than puts
Call options by funds: $19K | Put options by funds: $217K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
162
Holding in Top 10
–
Calls
$19K
Puts
$217K
Top Buyers
| 1 | +$6.43M | |
| 2 | +$5.49M | |
| 3 | +$3.42M | |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.59M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.42M |
Top Sellers
| 1 | -$13.1M | |
| 2 | -$12.3M | |
| 3 | -$4.33M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.06M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.37M |