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Heritage Financial
HFWA

Overview Fund Activity

99 hedge funds and large institutions have $321M invested in Heritage Financial in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
2.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
56
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
Forest Hill Capital
Arkansas
+$19.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.3M
3
JAM
Jacobs Asset Management
New York
+$6.85M
4
CCM
Castine Capital Management
Massachusetts
+$6.09M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.05M

Top Sellers

1
CBOA
Commonwealth Bank of Australia
Australia
-$321K
2
GCP
GSA Capital Partners
United Kingdom
-$308K
3
Citadel Advisors
Citadel Advisors
Florida
-$198K
4
IAM
Iridian Asset Management
Connecticut
-$81.7K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$51.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
101
GSA Capital Partners
United Kingdom
– -$308K -18,232 Closed
Citadel Advisors
102
Citadel Advisors
Florida
– -$198K -11,690 Closed
TF
103
Trutina Financial
Washington
– -$36K -2,100 Closed
U
104
UBS
Switzerland
– -$29K -1,733 Closed
KCPG
105
Kavar Capital Partners Group
Kansas
– -$25K -1,500 Closed
1 2 3 4
5