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Heritage Financial
HFWA

Overview Fund Activity

149 hedge funds and large institutions have $734M invested in Heritage Financial in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
55
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$6.51M
2
Invesco
2
Invesco
Georgia
$30.2M
3
SCA
3
Stieven Capital Advisors
Missouri
$9.85M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.5M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.11M
2
Victory Capital Management
2
Victory Capital Management
Texas
$25.2M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$331K +$331K +12,508 New
Barclays
102
Barclays
United Kingdom
$329K -$94.2K -3,559 -22%
ACA
103
Aspire Capital Advisors
Washington
$325K – – –
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$318K -$456K -17,210 -59%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$304K – – –
WG
106
Winton Group
United Kingdom
$295K -$134K -5,073 -31%
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$288K – – –
Rafferty Asset Management
108
Rafferty Asset Management
New York
$279K +$17.3K +653 +7%
MCM
109
Mengis Capital Management
Oregon
$271K – – –
Assenagon Asset Management
110
Assenagon Asset Management
Luxembourg
$256K -$2.48M -93,962 -91%
ASRS
111
Arizona State Retirement System
Arizona
$252K +$660 +25 +0.3%
SFI
112
Susquehanna Fundamental Investments
Pennsylvania
$242K +$242K +9,140 New
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$239K – – –
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$239K +$239K +9,034 New
Franklin Resources
115
Franklin Resources
California
$238K +$2.22K +84 +0.9%
Millennium Management
116
Millennium Management
New York
$231K -$721K -27,238 -76%
ECM
117
Everence Capital Management
Indiana
$231K – – –
American Century Companies
118
American Century Companies
Missouri
$208K +$208K +7,876 New
MOACM
119
Mutual of America Capital Management
New York
$185K +$28.8K +1,089 +18%
TRCT
120
Tower Research Capital (TRC)
New York
$171K -$388K -14,667 -69%
Wells Fargo
121
Wells Fargo
California
$153K +$6.08K +230 +4%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$150K – – –
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$141K – – –
KBC Group
124
KBC Group
Belgium
$103K – – –
SOW
125
State of Wyoming
Wyoming
$101K +$80.4K +3,043 +391%
3 4
5
6 7