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Heritage Financial
HFWA

Overview Fund Activity

162 hedge funds and large institutions have $595M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
60
Reduced
60
Closed
14
Calls
$137K
Puts
$9K
Net Calls
+$128K
Net Calls Change
+$149K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$21.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$3.93M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$22.8M
4
American Century Companies
American Century Companies
Missouri
$3.95M
5
Vanguard Group
Vanguard Group
Pennsylvania
$57.2M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.69M
2
AllianceBernstein
AllianceBernstein
Tennessee
$42.6M
3
FL
Fourthstone LLC
Missouri
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.31M
5
CSS
Cubist Systematic Strategies
Connecticut
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
76
EJF Capital
Virginia
$708K -$192K -8,956 -21%
CS
77
Credit Suisse
Switzerland
$698K -$459K -21,439 -40%
AG
78
Algert Global
California
$685K +$434K +20,300 +173%
PCM
79
Penn Capital Management
Pennsylvania
$670K +$670K +31,337 New
SO
80
STRS Ohio
Ohio
$652K -$128K -6,000 -16%
TPSF
81
Texas Permanent School Fund
Texas
$645K +$13.7K +640 +2%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$634K +$634K +29,617 New
Russell Investments Group
83
Russell Investments Group
United Kingdom
$620K +$375K +17,536 +153%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$606K +$142K +6,615 +30%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$551K +$194K +9,064 +54%
First Trust Advisors
86
First Trust Advisors
Illinois
$519K -$38.1K -1,782 -7%
DZ Bank
87
DZ Bank
Germany
$509K +$509K +23,787 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$467K -$10.5K -492 -2%
SOADOR
89
State of Alaska Department of Revenue
Alaska
$459K -$7.48K -350 -2%
A
90
AlphaQuest
New York
$458K +$458K +21,399 New
Comerica Bank
91
Comerica Bank
Texas
$443K -$2.03K -95 -0.5%
B
92
Bensler
Washington
$438K +$642 +30 +0.1%
Citadel Advisors
93
Citadel Advisors
Florida
$430K -$382K -17,848 -47%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$426K +$426K +19,922 New
IMRF
95
Illinois Municipal Retirement Fund
Illinois
$425K -$26.3K -1,230 -6%
Jane Street
96
Jane Street
New York
$423K -$357K -16,671 -46%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$421K +$166K +7,763 +65%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$420K +$20.3K +947 +5%
MIM
99
MetLife Investment Management
New Jersey
$406K – – –
AIG
100
American International Group
New York
$404K -$3.55K -166 -0.9%
2 3
4
5 6