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Heritage Financial

147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.

Holders
147
Holders Change
+20
Holders Change %
+15.75%
% 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
25
Increased
44
Reduced
50
Closed
5
Calls
$1.4M
Puts
$237K
Net Calls
+$1.16M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$346K
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$327K
JF
103
Jump Financial
Illinois
$315K +$315K +12,900 New
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$314K -$930K -37,953 -75%
MIM
105
MetLife Investment Management
New Jersey
$300K
TI
106
Trexquant Investment
Connecticut
$294K +$294K +12,014 New
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$288K
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$283K
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$266K
MCM
110
Mengis Capital Management
Oregon
$250K -$5.93K -243 -2%
ASRS
111
Arizona State Retirement System
Arizona
$237K -$2.94K -120 -1%
SFI
112
Susquehanna Fundamental Investments
Pennsylvania
$228K +$228K +9,328 New
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$226K
Handelsbanken Fonder
114
Handelsbanken Fonder
Sweden
$221K
ProShare Advisors
115
ProShare Advisors
Maryland
$212K +$212K +8,681 New
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$205K
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$139K
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$130K -$105K -4,290 -45%
MOACM
119
Mutual of America Capital Management
New York
$117K +$195 +8 +0.2%
QT
120
Quantbot Technologies
New York
$95K +$75.5K +3,100 +388%
KBC Group
121
KBC Group
Belgium
$94K
MA
122
MUFG Americas
New York
$87K
AIP
123
Ameritas Investment Partners
Nebraska
$68K
Osaic Holdings
124
Osaic Holdings
Arizona
$66K -$20.4K -829 -24%
ME
125
McIlrath & Eck
Washington
$63K