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Heritage Financial

184 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$16.9M
3 +$13.8M
4
State Street
State Street
Massachusetts
+$5.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$5.74M

Top Sellers

1 -$4.21M
2 -$2.33M
3 -$2.33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.84M
5
Jane Street
Jane Street
New York
-$1.18M