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Heritage Financial

142 hedge funds and large institutions have $743M invested in Heritage Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
48
Reduced
48
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$380K +$9.05K +294 +2%
Wellington Management Group
102
Wellington Management Group
Massachusetts
$351K +$351K +11,410 New
CSS
103
Cubist Systematic Strategies
Connecticut
$347K +$347K +11,267 New
Barclays
104
Barclays
United Kingdom
$345K +$217K +7,038 +169%
Teacher Retirement System of Texas
105
Teacher Retirement System of Texas
Texas
$314K +$314K +10,208 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$299K -$277K -9,002 -48%
UBS AM
107
UBS AM
Illinois
$288K
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$281K +$186K +6,040 +195%
AG
109
Aperio Group
California
$277K +$2.31K +75 +0.8%
PA
110
Pinnacle Associates
New York
$268K -$52.4K -1,700 -16%
MWNA
111
Marshall Wace North America
New York
$264K +$264K +8,573 New
QI
112
QS Investors
New York
$256K
Legal & General Group
113
Legal & General Group
United Kingdom
$227K -$16.9K -547 -7%
Citigroup
114
Citigroup
New York
$220K -$37.3K -1,211 -15%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$211K +$211K +6,849 New
DTL
116
Dynamic Technology Lab
Singapore
$204K +$204K +6,601 New
UBS Group
117
UBS Group
Switzerland
$160K +$4.46K +145 +3%
Canada Life
118
Canada Life
Manitoba, Canada
$153K
Parallax Volatility Advisers
119
Parallax Volatility Advisers
California
$140K +$140K +4,536 New
MA
120
MUFG Americas
New York
$117K -$4.58K -149 -4%
MAM
121
Meeder Asset Management
Ohio
$88K +$8.99K +290 +11%
TRCT
122
Tower Research Capital (TRC)
New York
$76K -$102K -3,309 -57%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$75K +$643 +21 +0.9%
ME
124
McIlrath & Eck
Washington
$75K +$75K +2,432 New
AIP
125
Ameritas Investment Partners
Nebraska
$72K