Heritage Financial
HFWA
HFWA
128 hedge funds and large institutions have $379M invested in Heritage Financial in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
42
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$4.2M |
| 2 |
Goldman Sachs
New York
|
+$2.19M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.64M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.45M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.11M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
126
Creative Planning
Overland Park,
Kansas
| $2K | +$2K | +111 | New |
|
127
Barclays
London,
United Kingdom
| $1K | +$1K | +75 | New |
|
|
HCM
128
Hilton Capital Management
Garden City,
New York
| – | -$4.33M | -246,343 | Closed |
|
129
Wellington Management Group
Boston,
Massachusetts
| – | -$1.12M | -63,483 | Closed |
|
|
IPC
130
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$453K | -25,791 | Closed |
|
|
ECA
131
Endeavour Capital Advisors
Greenwich,
Connecticut
| – | -$448K | -25,500 | Closed |
|
|
MERSOM
132
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$285K | -16,200 | Closed |
|
|
DTL
133
Dynamic Technology Lab
Singapore
| – | -$186K | -10,569 | Closed |
|