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Heritage Financial
HFWA

Overview Fund Activity

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.

Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
60
Reduced
53
Closed
22
Calls
$19K
Puts
$217K
Net Calls
-$198K
Net Calls Change
-$185K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$19M
2
Ameriprise
2
Ameriprise
Minnesota
$8.36M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$31M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.6M
5
BCM
5
Bridgeway Capital Management
Texas
$3.23M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$0
2
Invesco
2
Invesco
Georgia
$5.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$315K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.5M
5
EC
5
EJF Capital
Virginia
$801K
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
76
KeyBank National Association
Ohio
$550K 34,040 – –
Deutsche Bank
77
Deutsche Bank
Germany
$534K 33,025 -34,256 -51%
FL
78
Fourthstone LLC
Missouri
$506K 31,284 +31,284 New
TPSF
79
Texas Permanent School Fund
Texas
$499K 30,872 -612 -2%
Canada Life
80
Canada Life
Manitoba, Canada
$480K 29,670 -2,109 -7%
EC
81
Elequin Capital
New York
$397K 24,557 +24,557 New
First Trust Advisors
82
First Trust Advisors
Illinois
$391K 24,158 +3,858 +19%
Squarepoint
83
Squarepoint
New York
$387K 23,909 +23,909 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$373K 23,070 -981 -4%
American Century Companies
85
American Century Companies
Missouri
$365K 22,584 +8,368 +59%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$356K 22,012 +2,434 +12%
ETC
87
Exchange Traded Concepts
Oklahoma
$347K 21,489 -714 -3%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$338K 20,895 -2,474 -11%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$338K 20,887 -2,096 -9%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$337K 20,837 +3,815 +22%
B
91
Bensler
Washington
$331K 20,450 – –
YCM
92
Yousif Capital Management
Michigan
$321K 19,834 -1,235 -6%
Victory Capital Management
93
Victory Capital Management
Texas
$315K 19,476 -267,857 -93%
QT
94
Quantbot Technologies
New York
$307K 18,976 -578 -3%
MIM
95
MetLife Investment Management
New Jersey
$307K 18,965 – –
AIG
96
American International Group
New York
$302K 18,655 -265 -1%
QC
97
Quadrature Capital
United Kingdom
$298K 18,422 +18,422 New
LSERS
98
Louisiana State Employees Retirement System
Louisiana
$298K 18,400 +2,000 +12%
WG
99
Winton Group
United Kingdom
$293K 18,108 -10,801 -37%
UBS Group
100
UBS Group
Switzerland
$290K 17,959 -5,711 -24%
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4
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