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Heritage Financial
HFWA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$154M
2
Ameriprise
2
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$63.1M
4
AR
4
Advisory Research
Illinois
$9.41M
5
Jennison Associates
5
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
PCM
2
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.19M
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$464K 13,304 +774 +6%
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$446K 12,800 +12,800 New
XK
103
Xact Kapitalforvaltning
Sweden
$405K 11,623 +2,500 +27%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$388K 11,142 +1,419 +15%
New York State Teachers Retirement System (NYSTRS)
105
New York State Teachers Retirement System (NYSTRS)
New York
$387K 11,102 +11,102 New
Barclays
106
Barclays
United Kingdom
$378K 10,836 +4,729 +77%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$369K 10,579 – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$360K 10,337 +240 +2%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$346K 9,917 -55,818 -85%
MAM
110
Martingale Asset Management
Massachusetts
$321K 9,200 -21,711 -70%
USAA
111
United Services Automobile Association
Texas
$298K 8,542 -108 -1%
TPSF
112
Texas Permanent School Fund
Texas
$295K 8,453 +8,453 New
AG
113
Aperio Group
California
$291K 8,344 -35 -0.4%
MSA
114
Mason Street Advisors
Wisconsin
$286K 8,199 +8,199 New
OAM
115
Oxford Asset Management
United Kingdom
$268K 7,714 +7,714 New
Citigroup
116
Citigroup
New York
$267K 7,656 -3,729 -33%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$240K 6,893 -641 -9%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$239K 6,849 – –
PIA
119
Piedmont Investment Advisors
North Carolina
$235K 6,745 +6,745 New
AIM
120
Assured Investment Management
New York
$224K 6,425 -7,611 -54%
PA
121
Profund Advisors
Maryland
$218K 6,265 +6,265 New
Man Group
122
Man Group
United Kingdom
$217K 6,227 +6,227 New
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$211K 6,046 +6,046 New
Macquarie Group
124
Macquarie Group
Australia
$192K 5,500 -13,400 -71%
Canada Life
125
Canada Life
Manitoba, Canada
$177K 5,116 – –
3 4
5
6 7