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Heritage Financial
HFWA

Overview Fund Activity

103 hedge funds and large institutions have $327M invested in Heritage Financial in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
35
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.9M
2
MOACM
Mutual of America Capital Management
New York
+$2.44M
3
BFC
Banc Funds Company
Illinois
+$2.27M
4
PCM
Penn Capital Management
Pennsylvania
+$2.09M
5
HCS
Harvest Capital Strategies
California
+$1.47M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.3M
2
American Century Companies
American Century Companies
Missouri
-$4.79M
3
FHC
Forest Hill Capital
Arkansas
-$2.84M
4
ECA
Endeavour Capital Advisors
Connecticut
-$2.1M
5
CCM
Castine Capital Management
Massachusetts
-$480K
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$10K +$10K +609 New
TRCT
102
Tower Research Capital (TRC)
New York
$3K -$468 -27 -14%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1K -$218K -14,800 -100%
American Century Companies
104
American Century Companies
Missouri
– -$4.79M -272,816 Closed
SCA
105
Strategic Capital Alternatives
United States
– -$316K -18,000 Closed
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
– -$182K -10,361 Closed
SEI Investments
107
SEI Investments
Pennsylvania
– -$68K -3,864 Closed
1 2 3 4
5