HFWA icon

Heritage Financial

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.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

19% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 57

Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$464K
102
$446K
103
$405K
104
$388K
105
$387K
106
$378K
107
$369K
108
$360K
109
$346K
110
$321K
111
$298K
112
$295K
113
$291K
114
$286K
115
$268K
116
$267K
117
$240K
118
$239K
119
$235K
120
$224K
121
$218K
122
$217K
123
$211K
124
$192K
125
$177K