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Heritage Financial
HFWA

Overview Fund Activity

93 hedge funds and large institutions have $311M invested in Heritage Financial in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
42
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
Elizabeth Park Capital Advisors
Ohio
$4.51M
2
PIM
Perkins Investment Management
Illinois
$5.99M
3
HCM
Hilton Capital Management
New York
$8.33M
4
PMG
Private Management Group
California
$6.59M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$7.8M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$0
2
Goldman Sachs
Goldman Sachs
New York
$9.42M
3
American Century Companies
American Century Companies
Missouri
$6.36M
4
HMC
Harvard Management Company
Massachusetts
$0
5
BCM
Bridgeway Capital Management
Texas
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
101
Virtus Fund Advisers
Connecticut
– -$41K -2,575 Closed
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
– -$12K -720 Closed
US Bancorp
103
US Bancorp
Minnesota
– -$3K -203 Closed
GSC
104
Ground Swell Capital
South Carolina
– -$3K -160 Closed
1 2 3 4
5