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Heritage Financial

118 hedge funds and large institutions have $390M invested in Heritage Financial in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
+3
Holders Change %
+2.61%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
43
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$93K
QI
102
QS Investors
New York
$80K +$27.3K +1,450 +52%
MA
103
MUFG Americas
New York
$67K
BG
104
BlackRock Group
United Kingdom
$61K
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$47K +$22.6K +1,200 +92%
VIA
106
Vantage Investment Advisors
Pennsylvania
$40K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$35K +$17K +891 +94%
KCPG
108
Kavar Capital Partners Group
Kansas
$28K
UBS Group
109
UBS Group
Switzerland
$22K -$11.9K -651 -35%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$17K
BlackRock
111
BlackRock
New York
$16K
TCM
112
Tradewinds Capital Management
Washington
$12K -$2.08K -115 -15%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K +$108 +5,726 +1%
TRCT
114
Tower Research Capital (TRC)
New York
$11K -$26.7K -1,471 -71%
FHA
115
First Horizon Advisors
Tennessee
$7K +$3.23K +167 +86%
Loomis, Sayles & Company
116
Loomis, Sayles & Company
Massachusetts
$6K +$6K +330 New
NSIM
117
North Star Investment Management
Illinois
$2K
DRZID
118
DePrince Race & Zollo Inc (DRZ)
Florida
-$5.45M -289,395 Closed
CCM
119
Castine Capital Management
Massachusetts
-$4.49M -238,357 Closed
HCS
120
Harvest Capital Strategies
California
-$597K -31,726 Closed
ACM
121
Argentus Capital Management
Texas
-$305K -16,185 Closed
Barclays
122
Barclays
United Kingdom
-$39K -2,190 Closed