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Heritage Financial
HFWA

Overview Fund Activity

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 15 closing their positions.

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$37.9M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.3M
5
NL
5
NWAM LLC
Washington
$1.19M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$14.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
HA
3
Heartland Advisors
Wisconsin
$5.99M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$512K 23,536 +9,451 +67%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$482K 22,160 +2,795 +14%
First Trust Advisors
78
First Trust Advisors
Illinois
$454K 20,870 +8,715 +72%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$452K 21,154 +2,154 +11%
B
80
Bensler
Washington
$445K 20,450 – –
HSBC Holdings
81
HSBC Holdings
United Kingdom
$443K 20,311 +20,311 New
Citadel Advisors
82
Citadel Advisors
Florida
$431K 19,792 -11,681 -37%
CF
83
Corebridge Financial
Texas
$428K 19,682 -216 -1%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$428K 19,686 -682 -3%
IMRF
85
Illinois Municipal Retirement Fund
Illinois
$423K 19,421 -940 -5%
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$410K 18,843 +946 +5%
MIM
87
MetLife Investment Management
New Jersey
$409K 18,793 -2,217 -11%
Deutsche Bank
88
Deutsche Bank
Germany
$406K 18,661 +4,604 +33%
IIM
89
INTECH Investment Management
Florida
$402K 18,467 -4,282 -19%
Wells Fargo
90
Wells Fargo
California
$391K 17,977 +675 +4%
HWAM
91
Hennion & Walsh Asset Management
New Jersey
$379K 17,398 -532 -3%
Comerica Bank
92
Comerica Bank
Texas
$371K 17,047 -365 -2%
KTA
93
Keeley-Teton Advisors
Illinois
$366K 16,821 – –
LSERS
94
Louisiana State Employees Retirement System
Louisiana
$364K 16,700 -800 -5%
Verition Fund Management
95
Verition Fund Management
Connecticut
$352K 16,171 +4,242 +36%
DTL
96
Dynamic Technology Lab
Singapore
$338K 15,546 +15,546 New
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$334K 15,340 – –
BPWM
98
Badgley Phelps Wealth Managers
Washington
$331K 15,227 – –
SAG
99
SageView Advisory Group
California
$307K 14,116 +14,116 New
YCM
100
Yousif Capital Management
Michigan
$297K 13,654 -300 -2%
2 3
4
5 6