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Heritage Financial

131 hedge funds and large institutions have $829M invested in Heritage Financial in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
49
Reduced
39
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$242K +$128K +4,514 +112%
Squarepoint
102
Squarepoint
New York
$236K +$236K +8,323 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$230K +$65.8K +2,325 +40%
WTB
104
Washington Trust Bank
Washington
$216K
Russell Investments Group
105
Russell Investments Group
United Kingdom
$141K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$130K +$1.35K +48 +1%
MA
107
MUFG Americas
New York
$101K
AIP
108
Ameritas Investment Partners
Nebraska
$88K
AIM
109
Aigen Investment Management
New York
$70K +$70K +2,465 New
ME
110
McIlrath & Eck
Washington
$67K
QT
111
Quantbot Technologies
New York
$62K +$10.8K +387 +21%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$59K
BAM
113
Bellevue Asset Management
Washington
$53K +$53K +1,875 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$50K +$28.8K +1,013 +136%
IUHSA
115
Itau Unibanco Holding S.A.
Brazil
$39K +$39K +1,369 New
US Bancorp
116
US Bancorp
Minnesota
$38K -$19.8K -697 -34%
LIA
117
LS Investment Advisors
Michigan
$28K
NPP
118
New Potomac Partners
Maryland
$22K
AG
119
Advisor Group
Arizona
$14K -$2.24K -82 -14%
FHA
120
First Horizon Advisors
Tennessee
$9K
LWM
121
Liberty Wealth Management
California
$9K +$117 +4 +1%
GT
122
Glenmede Trust
Pennsylvania
$9K +$4.62K +170 +106%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$8K
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$5K
BCA
125
Berman Capital Advisors
Georgia
$2K