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Heritage Financial
HFWA

Overview Fund Activity

98 hedge funds and large institutions have $341M invested in Heritage Financial in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
30
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIS
1
AlphaOne Investment Services
Pennsylvania
$3.28M
2
PCM
2
Penn Capital Management
Pennsylvania
$2.37M
3
BFA
3
BlackRock Fund Advisors
California
$14.5M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.12M
5
RFC
5
Russell Frank Company
Washington
$1.65M

Top Sellers

1
ECA
1
Endeavour Capital Advisors
Connecticut
$11.7M
2
HCM
2
Hilton Capital Management
New York
$5.84M
3
American Century Companies
3
American Century Companies
Missouri
$4.79M
4
Deutsche Bank
4
Deutsche Bank
Germany
$262K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$537K
Name Market Value Shares Shares
Change 		Shares
Change %
IAM
101
Iridian Asset Management
Connecticut
– – -16,420 Closed
CS
102
Credit Suisse
Switzerland
– – -14,945 Closed
ProShare Advisors
103
ProShare Advisors
Maryland
– – -11,852 Closed
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
– – -1,858 Closed
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
– – -1,335 Closed
1 2 3 4
5