HFWA icon

Heritage Financial

121 hedge funds and large institutions have $814M invested in Heritage Financial in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
41
Reduced
43
Closed
16
Calls
Puts
$93K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
101
Simplex Trading
Illinois
$92K +$92K +3,269 New
AIP
102
Ameritas Investment Partners
Nebraska
$88K
TRCT
103
Tower Research Capital (TRC)
New York
$83K -$39K -1,372 -32%
ME
104
McIlrath & Eck
Washington
$67K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$63K +$3.69K +132 +6%
BAM
106
Bellevue Asset Management
Washington
$53K
FHA
107
First Horizon Advisors
Tennessee
$47K +$34.9K +1,245 +288%
SWA
108
Sutton Wealth Advisors
Florida
$46.9K
US Bancorp
109
US Bancorp
Minnesota
$39K +$13.3K +469 +52%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$39K +$39K +1,385 New
NFSG
111
Newbridge Financial Services Group
Florida
$34K +$34K +1,196 New
VCM
112
Versant Capital Management
Arizona
$29K
Macquarie Group
113
Macquarie Group
Australia
$12K -$5.7K -206 -32%
QT
114
Quantbot Technologies
New York
$11K -$5.26K -200 -32%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$11K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$5K
PFBT
117
Parkside Financial Bank & Trust
Missouri
$4K
AssetMark Inc
118
AssetMark Inc
California
$2K
S
119
SignatureFD
Georgia
$2K
AIG
120
American International Group
New York
$677 -$8 -270 -1%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$59
RA
122
Royce & Associates
New York
-$4.23M -180,918 Closed
CSS
123
Cubist Systematic Strategies
Connecticut
-$897K -38,345 Closed
KFA
124
Krane Funds Advisors
New York
-$790K -33,763 Closed
MSA
125
Mason Street Advisors
Wisconsin
-$313K -13,391 Closed