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Heritage Financial
HFWA

Overview Fund Activity

181 hedge funds and large institutions have $789M invested in Heritage Financial in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+32
Holders Change %
+21.48%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
58
Reduced
54
Closed
6
Calls
$126K
Puts
$175K
Net Calls
-$49K
Net Calls Change
-$49K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$9.41M
2
DCM
2
Driehaus Capital Management
Illinois
$5.25M
3
RCAMU
3
Rothschild & Co Asset Management US
Connecticut
$5.02M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$5.15M
5
KCM
5
Kennedy Capital Management
Missouri
$4.46M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$12M
2
Ameriprise
2
Ameriprise
Minnesota
$5.11M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22.7M
4
BlackRock
4
BlackRock
New York
$151M
5
RIP
5
Rhino Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$599K +$150K +4,890 +33%
Deutsche Bank
102
Deutsche Bank
Germany
$593K +$145K +4,746 +33%
PAM
103
Panagora Asset Management
Massachusetts
$586K +$586K +19,141 New
MIM
104
MetLife Investment Management
New Jersey
$581K – – –
AIG
105
American International Group
New York
$577K -$4.6K -150 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$555K +$555K +18,100 New
M1FG
107
Mach-1 Financial Group
Arkansas
$513K +$513K +16,753 New
AWM
108
AE Wealth Management
Kansas
$512K +$512K +16,712 New
LSERS
109
Louisiana State Employees Retirement System
Louisiana
$512K -$3.07K -100 -0.6%
Squarepoint
110
Squarepoint
New York
$508K +$508K +16,591 New
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$501K -$115K -3,749 -19%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$488K – – –
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$485K +$102K +3,321 +27%
AB
114
Amalgamated Bank
New York
$485K – – –
Mirae Asset Global Investments
115
Mirae Asset Global Investments
South Korea
$457K – – –
BPWM
116
Badgley Phelps Wealth Managers
Washington
$454K – – –
MSRPS
117
Maryland State Retirement & Pension System
Maryland
$445K +$445K +14,513 New
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$438K – – –
RA
119
Royce & Associates
New York
$412K -$469K -15,301 -53%
American Century Companies
120
American Century Companies
Missouri
$381K +$139K +4,552 +58%
ACA
121
Aspire Capital Advisors
Washington
$376K – – –
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$374K -$166K -5,428 -31%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$357K +$5.24K +171 +1%
New York State Teachers Retirement System (NYSTRS)
124
New York State Teachers Retirement System (NYSTRS)
New York
$334K – – –
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$331K +$54.3K +1,773 +20%
3 4
5
6 7