Heritage Financial
HFWA
HFWA
165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
1% more funds holding
Funds holding: 164 → 165 (+1)
26% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 69
Holders
165
Holding in Top 10
–
Calls
$143K
Puts
$48K
Top Buyers
| 1 | +$15.5M | |
| 2 | +$6.99M | |
| 3 | +$2.67M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.13M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.17M |
Top Sellers
| 1 | -$4.65M | |
| 2 | -$2.88M | |
| 3 | -$2.67M | |
| 4 |
D.E. Shaw & Co
New York
|
-$2.26M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.91M |