Heritage Financial
HFWA
HFWA
149 hedge funds and large institutions have $803M invested in Heritage Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
2% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 53
3.41% less ownership
Funds ownership: 80.61% → 77.21% (-3.4%)
Holders
149
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$17.3M | |
| 2 | +$16.5M | |
| 3 | +$14.5M | |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.2M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$14M |
Top Sellers
| 1 | -$13.6M | |
| 2 | -$10.4M | |
| 3 | -$6.28M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$5.06M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.5M |