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Heritage Financial

143 hedge funds and large institutions have $904M invested in Heritage Financial in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
51
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$374K -$1.33K -44 -0.4%
AG
102
Aperio Group
California
$360K +$19.6K +651 +6%
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$343K +$391 +13 +0.1%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$336K +$2.71K +90 +0.8%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$336K -$14.6K -485 -4%
MSA
106
Mason Street Advisors
Wisconsin
$321K +$10.7K +354 +3%
MCM
107
Mengis Capital Management
Oregon
$316K -$138K -4,589 -30%
XK
108
Xact Kapitalforvaltning
Sweden
$302K -$90.4K -3,000 -23%
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$293K +$3.92K +130 +1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$277K -$10.1K -336 -4%
PIA
111
Piedmont Investment Advisors
North Carolina
$256K +$15.9K +526 +7%
WTB
112
Washington Trust Bank
Washington
$230K -$270K -8,957 -54%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$229K +$229K +7,597 +69,064%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$196K
PAM
115
Panagora Asset Management
Massachusetts
$136K
MA
116
MUFG Americas
New York
$107K
AIP
117
Ameritas Investment Partners
Nebraska
$84K
US Bancorp
118
US Bancorp
Minnesota
$72K -$11.8K -390 -14%
ME
119
McIlrath & Eck
Washington
$71K
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$63K
ClearBridge Investments
121
ClearBridge Investments
New York
$57K +$20.2K +676 +55%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$52.1K -$2.2K -73 -4%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$40K +$18.5K +615 +86%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$32K -$4.18K -142 -12%
LIA
125
LS Investment Advisors
Michigan
$30K