Heritage Financial
HFWA
HFWA
121 hedge funds and large institutions have $372M invested in Heritage Financial in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
121
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$3.17M | |
| 2 | +$2.31M | |
| 3 | +$1.72M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.61M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.32M |
Top Sellers
| 1 | -$8.61M | |
| 2 | -$4.86M | |
| 3 | -$1.56M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$725K |
| 5 |
Rafferty Asset Management
New York
|
-$453K |