Heritage Financial
HFWA
HFWA
165 hedge funds and large institutions have $496M invested in Heritage Financial in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
9% less capital invested
Capital invested by funds: $545M → $496M (-$48.5M)
24% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 62
Holders
165
Holding in Top 10
–
Calls
$50K
Puts
$38K
Top Buyers
| 1 | +$4.73M | |
| 2 | +$2.88M | |
| 3 | +$1.52M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.44M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.01M |
Top Sellers
| 1 | -$8.64M | |
| 2 | -$4.15M | |
| 3 | -$2.49M | |
| 4 |
BlackRock
New York
|
-$2.48M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.2M |