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Heritage Financial

123 hedge funds and large institutions have $587M invested in Heritage Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
46
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ME
101
McIlrath & Eck
Washington
$47K
BAM
102
Bellevue Asset Management
Washington
$38K
SWA
103
Sutton Wealth Advisors
Florida
$34.5K +$34.5K +1,725 New
PI
104
PineBridge Investments
New York
$33K -$358K -17,812 -92%
MOACM
105
Mutual of America Capital Management
New York
$32K -$2.11M -104,163 -99%
US Bancorp
106
US Bancorp
Minnesota
$23K -$3.33K -169 -13%
VCM
107
Versant Capital Management
Arizona
$22K +$22K +1,116 New
LIA
108
LS Investment Advisors
Michigan
$20K
NPP
109
New Potomac Partners
Maryland
$16K
GT
110
Glenmede Trust
Pennsylvania
$9K
FHA
111
First Horizon Advisors
Tennessee
$7K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$6K +$22 +1 +0.4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$5K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$3K +$3K +135 New
PHK
115
Point72 Hong Kong
Hong Kong
$3K +$3K +174 New
QCG
116
Quadrant Capital Group
Ohio
$2K -$410 -17 -17%
TFO
117
Tarbox Family Office
California
$2K +$1.61K +87 +414%
ABC
118
Associated Banc-Corp
Wisconsin
$2K +$2K +97 New
NL
119
NWAM LLC
Washington
$1.37K
AssetMark Inc
120
AssetMark Inc
California
$1K -$222 -10 -18%
BCA
121
Berman Capital Advisors
Georgia
$1K -$11 -1 -1%
S
122
SignatureFD
Georgia
$1K +$1K +74 New
SCA
123
Stieven Capital Advisors
Missouri
-$8.54M -301,668 Closed
EMFAT
124
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.49M -52,558 Closed
Marshall Wace
125
Marshall Wace
United Kingdom
-$1.36M -48,191 Closed