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Heritage Financial
HFWA

Overview Fund Activity

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
101
EJF Capital
Virginia
$367K -$236K -9,614 -39%
Citadel Advisors
102
Citadel Advisors
Florida
$364K -$121K -4,950 -25%
KTA
103
Keeley-Teton Advisors
Illinois
$356K -$56.4K -2,302 -14%
SAG
104
SageView Advisory Group
California
$346K – – –
HF
105
HRT Financial
New York
$324K -$965K -39,470 -75%
YCM
106
Yousif Capital Management
Michigan
$321K -$13.8K -565 -4%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$285K – – –
OQS
108
Occudo Quantitative Strategies
Florida
$285K -$22K -896 -7%
TRSOTSOK
109
Teachers Retirement System of the State of Kentucky
Kentucky
$280K – – –
BJL
110
Brighton Jones LLC
Washington
$277K +$1.45K +59 +0.5%
IC
111
IEQ Capital
California
$274K +$274K +11,190 New
US Bancorp
112
US Bancorp
Minnesota
$259K -$3.81M -155,592 -94%
AB
113
Amalgamated Bank
New York
$248K -$2.25K -92 -0.9%
ASRS
114
Arizona State Retirement System
Arizona
$245K +$564 +23 +0.2%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$235K – – –
Victory Capital Management
116
Victory Capital Management
Texas
$229K +$229K +9,357 New
ACA
117
Aspire Capital Advisors
Washington
$215K +$215K +8,764 New
Stifel Financial
118
Stifel Financial
Missouri
$205K +$205K +8,367 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$199K – – –
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$197K -$2.45K -100 -1%
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$194K +$87K +3,549 +82%
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$192K +$192K +7,849 New
ZB
123
Zions Bancorporation
Utah
$168K +$168K +6,847 New
QT
124
Quantbot Technologies
New York
$166K +$166K +6,756 New
KK
125
KLP Kapitalforvaltning
Norway
$157K +$157K +6,400 New
3 4
5
6 7