HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
76
First Trust Advisors
Illinois
$616K +$105K +4,286 +21%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$607K +$92.7K +3,814 +18%
Verition Fund Management
78
Verition Fund Management
Connecticut
$572K +$176K +7,190 +44%
CSS
79
Cubist Systematic Strategies
Connecticut
$567K +$279K +11,385 +97%
Wells Fargo
80
Wells Fargo
California
$548K +$108K +4,410 +25%
Mackenzie Financial
81
Mackenzie Financial
Ontario, Canada
$547K +$547K +22,326 New
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$527K +$284K +11,591 +117%
Franklin Resources
83
Franklin Resources
California
$520K +$520K +21,206 New
MIM
84
MetLife Investment Management
New Jersey
$507K +$47K +1,917 +10%
B
85
Bensler
Washington
$501K – – –
MCM
86
Mengis Capital Management
Oregon
$498K +$247K +10,068 +98%
Jane Street
87
Jane Street
New York
$490K -$1.1M -45,085 -69%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$475K -$6.73K -275 -1%
Mirae Asset Global ETFs Holdings
89
Mirae Asset Global ETFs Holdings
Hong Kong
$470K +$8.23K +336 +2%
IMRF
90
Illinois Municipal Retirement Fund
Illinois
$463K -$13K -531 -3%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$441K -$201K -8,185 -31%
CF
92
Corebridge Financial
Texas
$441K -$41.3K -1,685 -9%
EGM
93
Engineers Gate Manager
New York
$426K +$426K +17,406 New
HWAM
94
Hennion & Walsh Asset Management
New Jersey
$421K -$5.64K -230 -1%
Comerica Bank
95
Comerica Bank
Texas
$405K -$12.2K -498 -3%
LSERS
96
Louisiana State Employees Retirement System
Louisiana
$404K -$4.9K -200 -1%
Amundi
97
Amundi
France
$402K +$268K +11,281 +200%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$397K +$176K +7,173 +79%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$376K – – –
BPWM
100
Badgley Phelps Wealth Managers
Washington
$373K – – –
2 3
4
5 6