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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $496M invested in Heritage Financial in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
47
Reduced
62
Closed
13
Calls
$50K
Puts
$38K
Net Calls
+$12K
Net Calls Change
-$81K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$18.3M
2
MCM
2
Maltese Capital Management
New York
$2.88M
3
Millennium Management
3
Millennium Management
New York
$1.52M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$6.03M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$30.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
BlackRock
4
BlackRock
New York
$89.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Globeflex Capital
California
$492K 27,300 -4,573 -14%
EC
77
EJF Capital
Virginia
$486K 26,970 -2,835 -10%
HF
78
HRT Financial
New York
$466K 25,879 +25,879 New
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$425K 23,594 +23,594 New
Russell Investments Group
80
Russell Investments Group
United Kingdom
$412K 22,858 +1,763 +8%
IIM
81
INTECH Investment Management
Florida
$410K 22,749 +22,749 New
MIM
82
MetLife Investment Management
New Jersey
$379K 21,010 +2,045 +11%
YIH
83
Y-Intercept (HK)
Hong Kong
$373K 20,674 +20,674 New
B
84
Bensler
Washington
$369K 20,450 -30 -0.1%
IMRF
85
Illinois Municipal Retirement Fund
Illinois
$367K 20,361 +1,004 +5%
SOADOR
86
State of Alaska Department of Revenue
Alaska
$367K 20,368 -908 -4%
CF
87
Corebridge Financial
Texas
$359K 19,898 +19,898 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$349K 19,365 +486 +3%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$332K 18,429 +5,926 +47%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$332K 19,000 -8,308 -30%
OQS
91
Occudo Quantitative Strategies
Florida
$330K 18,297 +18,297 New
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$328K 18,183 -22,074 -55%
A
93
AlphaQuest
New York
$325K 18,032 +18,032 New
HWAM
94
Hennion & Walsh Asset Management
New Jersey
$323K 17,930 +6,807 +61%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$323K 17,897 +17,897 New
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$316K 17,500 +200 +1%
Comerica Bank
97
Comerica Bank
Texas
$314K 17,412 -1,840 -10%
Wells Fargo
98
Wells Fargo
California
$312K 17,302 +3,993 +30%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$304K 16,835 -5,236 -24%
KTA
100
Keeley-Teton Advisors
Illinois
$303K 16,821 +16,821 New
2 3
4
5 6