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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
101
Jump Financial
Illinois
$351K +$27.6K +1,100 +9%
Franklin Resources
102
Franklin Resources
California
$350K +$350K +13,969 New
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$342K +$51.8K +2,066 +18%
TI
104
Trexquant Investment
Connecticut
$338K +$36.5K +1,455 +12%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$335K +$101K +4,021 +43%
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$333K -$23.8K -949 -7%
Man Group
107
Man Group
United Kingdom
$330K -$152K -6,087 -32%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$322K -$1.29K -51 -0.4%
Squarepoint
109
Squarepoint
New York
$318K -$628K -25,103 -66%
BCM
110
BHZ Capital Management
California
$305K +$305K +12,189 New
ACA
111
Aspire Capital Advisors
Washington
$286K +$286K +11,394 New
New York State Teachers Retirement System (NYSTRS)
112
New York State Teachers Retirement System (NYSTRS)
New York
$273K – – –
MCM
113
Mengis Capital Management
Oregon
$256K – – –
ASRS
114
Arizona State Retirement System
Arizona
$238K -$4.38K -175 -2%
Handelsbanken Fonder
115
Handelsbanken Fonder
Sweden
$226K – – –
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$211K – – –
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$142K – – –
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$133K – – –
MOACM
119
Mutual of America Capital Management
New York
$127K +$6.4K +255 +5%
SG Americas Securities
120
SG Americas Securities
New York
$123K -$657K -26,315 -84%
QT
121
Quantbot Technologies
New York
$122K +$24.9K +1,000 +26%
KBC Group
122
KBC Group
Belgium
$120K +$23.4K +930 +24%
MA
123
MUFG Americas
New York
$89K – – –
AIP
124
Ameritas Investment Partners
Nebraska
$70K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$68K +$101 +4 +0.1%
3 4
5
6 7