HFWA icon

Heritage Financial

131 hedge funds and large institutions have $684M invested in Heritage Financial in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
56
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
Pinnacle Associates
New York
$307K -$5.9K -200 -2%
Principal Financial Group
102
Principal Financial Group
Iowa
$304K
Macquarie Group
103
Macquarie Group
Australia
$289K +$289K +9,800 New
UBS AM
104
UBS AM
Illinois
$276K
AG
105
Aperio Group
California
$263K +$21.6K +732 +9%
Citigroup
106
Citigroup
New York
$246K +$57.8K +1,961 +31%
QI
107
QS Investors
New York
$245K -$633K -21,453 -72%
Legal & General Group
108
Legal & General Group
United Kingdom
$233K +$15.2K +513 +7%
TRCT
109
Tower Research Capital (TRC)
New York
$171K +$171K +5,773 New
UBS Group
110
UBS Group
Switzerland
$149K +$47.9K +1,626 +47%
Canada Life
111
Canada Life
Manitoba, Canada
$147K
SG Americas Securities
112
SG Americas Securities
New York
$131K +$131K +4,442 New
Barclays
113
Barclays
United Kingdom
$122K +$118K +4,033 +3,306%
MA
114
MUFG Americas
New York
$117K
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$91.4K -$14.5K -492 -14%
FIB
116
First Interstate Bank
Montana
$84K -$42.1K -1,430 -33%
MAM
117
Meeder Asset Management
Ohio
$75K +$22.3K +757 +42%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$71K -$673 -23 -0.9%
VIA
119
Vantage Investment Advisors
Pennsylvania
$63K
AIP
120
Ameritas Investment Partners
Nebraska
$61K
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$36K
TCM
122
Tradewinds Capital Management
Washington
$20K +$87 +3 +0.4%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$19K +$12.5K +436 +194%
AG
124
Advisor Group
Arizona
$16K +$2.4K +85 +18%
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$15K