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Heritage Financial

184 hedge funds and large institutions have $850M invested in Heritage Financial in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change

Top Buyers

1 +$17.9M
2 +$16.9M
3 +$13.8M
4
State Street
State Street
Massachusetts
+$5.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$5.74M

Top Sellers

1 -$4.21M
2 -$2.33M
3 -$2.33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.84M
5
Jane Street
Jane Street
New York
-$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$445K
EWA
102
EP Wealth Advisors
California
$437K
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$415K
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$399K
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$350K
VPIM
106
Vanguard Personalized Indexing Management
California
$308K
AB
107
Amalgamated Bank
New York
$302K
YCM
108
Yousif Capital Management
Michigan
$281K
LPL Financial
109
LPL Financial
California
$274K
CIM
110
Cambria Investment Management
California
$271K
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$264K
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$258K
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$253K
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$249K
DS
115
DRW Securities
Illinois
$247K
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$246K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$245K
IFU
118
iSAM Funds (UK)
United Kingdom
$244K
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$244K
ASRS
120
Arizona State Retirement System
Arizona
$243K
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$235K
ACA
122
Aspire Capital Advisors
Washington
$228K
IIM
123
INTECH Investment Management
Florida
$227K
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$224K
US Bancorp
125
US Bancorp
Minnesota
$213K