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Heritage Financial
HFWA

Overview Fund Activity

127 hedge funds and large institutions have $534M invested in Heritage Financial in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
30
Reduced
48
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$3.49M
2
KCM
Kennedy Capital Management
Missouri
+$2.72M
3
BCM
Bridgeway Capital Management
Texas
+$2.61M
4
KJWM
Kiley Juergens Wealth Management
Washington
+$1.84M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.56M

Top Sellers

1
Invesco
Invesco
Georgia
-$5.58M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.96M
3
State Street
State Street
Massachusetts
-$1.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.05M
5
BlackRock
BlackRock
New York
-$1.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
101
Freestone Capital Holdings
Washington
$127K +$127K +6,912 New
MS
102
Marshall & Sullivan
Washington
$113K +$113K +6,144 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$104K – – –
Citigroup
104
Citigroup
New York
$97K -$269K -14,608 -73%
MOACM
105
Mutual of America Capital Management
New York
$80K +$48K +2,599 +150%
MA
106
MUFG Americas
New York
$65K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$57K – – –
ME
108
McIlrath & Eck
Washington
$43K – – –
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$39K +$39K +2,100 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$36K +$8.72K +466 +32%
BAM
111
Bellevue Asset Management
Washington
$34K – – –
SWA
112
Sutton Wealth Advisors
Florida
$30.5K – – –
US Bancorp
113
US Bancorp
Minnesota
$21K -$1.6K -85 -7%
VCM
114
Versant Capital Management
Arizona
$19K – – –
NPP
115
New Potomac Partners
Maryland
$14K – – –
GT
116
Glenmede Trust
Pennsylvania
$13K -$109 -6 -0.8%
Macquarie Group
117
Macquarie Group
Australia
$12K – – –
QT
118
Quantbot Technologies
New York
$11K +$10.3K +578 +1,445%
FHA
119
First Horizon Advisors
Tennessee
$6K – – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
AssetMark Inc
121
AssetMark Inc
California
$2K – – –
TFO
122
Tarbox Family Office
California
$2K – – –
S
123
SignatureFD
Georgia
$1K -$906 -58 -48%
PFBT
124
Parkside Financial Bank & Trust
Missouri
$1K +$569 +29 +132%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1K +$1K +65 New
2 3 4
5
6