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Heritage Financial

130 hedge funds and large institutions have $711M invested in Heritage Financial in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+9
Holders Change %
+7.44%
% 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
17
Increased
36
Reduced
52
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QC
101
Quadrature Capital
United Kingdom
$247K +$247K +9,864 New
ASRS
102
Arizona State Retirement System
Arizona
$244K -$17.3K -692 -7%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$240K +$40K +1,600 +20%
SEI Investments
104
SEI Investments
Pennsylvania
$237K
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$226K +$226K +9,023 New
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$210K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$182K +$182K +7,278 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$142K
MOACM
109
Mutual of America Capital Management
New York
$128K +$7.98K +319 +7%
MA
110
MUFG Americas
New York
$89K
AIP
111
Ameritas Investment Partners
Nebraska
$78K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$54K -$1.22K -50 -2%
ME
113
McIlrath & Eck
Washington
$42K -$16.5K -667 -28%
SWA
114
Sutton Wealth Advisors
Florida
$41.5K
FHA
115
First Horizon Advisors
Tennessee
$40K -$2.35K -93 -6%
US Bancorp
116
US Bancorp
Minnesota
$35K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$34K -$272 -11 -0.8%
NFSG
118
Newbridge Financial Services Group
Florida
$30K
PHK
119
Point72 Hong Kong
Hong Kong
$25K +$25K +1,001 New
VCM
120
Versant Capital Management
Arizona
$11K -$14.6K -590 -57%
Macquarie Group
121
Macquarie Group
Australia
$11K
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$7K -$2.52K -106 -27%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$5K
PFBT
124
Parkside Financial Bank & Trust
Missouri
$4K +$205 +8 +5%
AssetMark Inc
125
AssetMark Inc
California
$2K -$71 -3 -3%