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Heritage Financial

128 hedge funds and large institutions have $673M invested in Heritage Financial in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
37
Reduced
51
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOACM
101
Mutual of America Capital Management
New York
$105K +$3.51K +150 +3%
TRCT
102
Tower Research Capital (TRC)
New York
$100K -$1.18M -50,686 -92%
MA
103
MUFG Americas
New York
$83K
AIP
104
Ameritas Investment Partners
Nebraska
$73K
FTDI
105
First Trust Direct Indexing
Massachusetts
$73K +$73K +3,137 New
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$68K +$68K +2,900 New
ME
107
McIlrath & Eck
Washington
$55K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$50K +$4.71K +200 +10%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$49K
BAM
110
Bellevue Asset Management
Washington
$47K
SWA
111
Sutton Wealth Advisors
Florida
$38.8K
VCM
112
Versant Capital Management
Arizona
$24K
US Bancorp
113
US Bancorp
Minnesota
$21K -$4.87K -210 -19%
Macquarie Group
114
Macquarie Group
Australia
$15K
QT
115
Quantbot Technologies
New York
$14K
FHA
116
First Horizon Advisors
Tennessee
$10K +$2.49K +108 +33%
PHK
117
Point72 Hong Kong
Hong Kong
$10K +$10K +415 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$9K +$7.54K +335 +515%
MS
119
Marshall & Sullivan
Washington
$6.14K -$256K -6,000 -98%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K
PFBT
121
Parkside Financial Bank & Trust
Missouri
$3K +$1.97K +97 +190%
VCG
122
Vantage Consulting Group
Virginia
$3K +$3K +145 New
AssetMark Inc
123
AssetMark Inc
California
$2K
S
124
SignatureFD
Georgia
$1K
PWPS
125
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +33 New