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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
48
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NIMC
NWQ Investment Management Company
California
+$3.17M
2
Goldman Sachs
Goldman Sachs
New York
+$2.31M
3
Morgan Stanley
Morgan Stanley
New York
+$1.72M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.61M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.32M

Top Sellers

1
PIM
Perkins Investment Management
Illinois
-$8.61M
2
ECA
Endeavour Capital Advisors
Connecticut
-$4.86M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.56M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$725K
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$453K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
126
FJ Capital Management
Virginia
– -$227K -12,000 Closed
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
– -$110K -5,820 Closed
KCPG
128
Kavar Capital Partners Group
Kansas
– -$28K -1,500 Closed
2 3 4 5
6