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Heritage Financial

148 hedge funds and large institutions have $882M invested in Heritage Financial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
56
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$375K +$375K +12,620 New
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$370K -$64.1K -2,156 -15%
Holocene Advisors
103
Holocene Advisors
New York
$346K +$346K +11,630 New
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$345K +$14.3K +481 +4%
COPPSERS
105
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$338K +$103K +3,457 +44%
AG
106
Aperio Group
California
$335K -$48.3K -1,625 -13%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$329K +$22.8K +769 +7%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$326K +$326K +10,958 New
MSA
109
Mason Street Advisors
Wisconsin
$306K +$14.1K +474 +5%
ECM
110
ETrade Capital Management
Virginia
$299K +$57.6K +1,938 +24%
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
$285K +$285K +9,600 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$282K +$18K +608 +7%
USAA
113
United Services Automobile Association
Texas
$282K +$35.1K +1,181 +14%
PIA
114
Piedmont Investment Advisors
North Carolina
$236K +$7.71K +260 +3%
PP
115
Paloma Partners
Connecticut
$206K +$206K +6,907 New
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$204K
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$193K
PAM
118
Panagora Asset Management
Massachusetts
$134K
MA
119
MUFG Americas
New York
$106K
AIP
120
Ameritas Investment Partners
Nebraska
$83K
US Bancorp
121
US Bancorp
Minnesota
$82K -$11.3K -383 -12%
ME
122
McIlrath & Eck
Washington
$70K
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$62K
RCAG
124
Rehmann Capital Advisory Group
Michigan
$53.5K -$594 -20 -1%
ClearBridge Investments
125
ClearBridge Investments
New York
$37K -$4.18K -139 -10%