Heritage Financial
HFWA
HFWA
162 hedge funds and large institutions have $595M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.93% more ownership
Funds ownership: 77.72% → 79.65% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
Holders
162
Holding in Top 10
–
Calls
$137K
Puts
$9K
Top Buyers
| 1 | +$12.5M | |
| 2 | +$3.53M | |
| 3 | +$2.98M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.58M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.46M |
Top Sellers
| 1 | -$6.77M | |
| 2 | -$4.79M | |
| 3 | -$4.41M | |
| 4 |
Nuveen Asset Management
Chicago,
Illinois
|
-$4.23M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.29M |