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Heritage Financial

146 hedge funds and large institutions have $545M invested in Heritage Financial in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-16
Holders Change %
-9.88%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
48
Reduced
53
Closed
27
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Shares
Change %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$221K
AB
102
Amalgamated Bank
New York
$220K -$36.5K -1,880 -14%
HWAM
103
Hennion & Walsh Asset Management
New Jersey
$216K +$216K +11,123 New
BJL
104
Brighton Jones LLC
Washington
$215K -$1.16K -60 -0.5%
MCM
105
Mengis Capital Management
Oregon
$199K
Allianz Asset Management
106
Allianz Asset Management
Germany
$198K
OPERF
107
Oregon Public Employees Retirement Fund
Oregon
$181K -$17.5K -900 -9%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$178K
QT
109
Quantbot Technologies
New York
$174K +$174K +8,981 New
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$158K
CFS
111
CGC Financial Services
Oregon
$119K
Amundi
112
Amundi
France
$109K +$30.4K +1,733 +39%
ZCM
113
Ziegler Capital Management
Illinois
$99.5K +$30.6K +15,762 +44%
DekaBank Deutsche Girozentrale
114
DekaBank Deutsche Girozentrale
Germany
$73K
AIP
115
Ameritas Investment Partners
Nebraska
$66.4K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$66.4K +$562 +29 +0.9%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$62.6K -$1.26K -65 -2%
TRCT
118
Tower Research Capital (TRC)
New York
$56.8K +$679 +35 +1%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$52K +$22.3K +1,140 +75%
ME
120
McIlrath & Eck
Washington
$50.2K +$17.3K +891 +52%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$39.7K
KBC Group
122
KBC Group
Belgium
$37K
Osaic Holdings
123
Osaic Holdings
Arizona
$29.7K -$524 -27 -2%
FHA
124
First Horizon Advisors
Tennessee
$18.9K
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$16.2K -$2.58K -133 -14%