Heritage Financial
HFWA
HFWA
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
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
146
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$21.6M | |
| 2 | +$11M | |
| 3 | +$6.38M | |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$4.91M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.21M |
Top Sellers
| 1 | -$35.5M | |
| 2 | -$5.36M | |
| 3 | -$4.55M | |
| 4 |
Millennium Management
New York
|
-$3.62M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.5M |