Heritage Financial
HFWA
HFWA
152 hedge funds and large institutions have $691M invested in Heritage Financial in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
19% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 57
Holders
152
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$7.11M | |
| 2 | +$5.04M | |
| 3 | +$4.41M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.61M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$2.61M |
Top Sellers
| 1 | -$4.65M | |
| 2 | -$4.12M | |
| 3 | -$3.44M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.2M |
| 5 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$2.44M |