Heritage Financial
HFWA
HFWA
130 hedge funds and large institutions have $602M invested in Heritage Financial in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
49
Reduced
54
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
$15.4M |
| 2 |
Bank of New York Mellon
New York
|
$12.3M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
$7.52M |
| 4 |
Millennium Management
New York
|
$4.95M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
$42.9M |
Top Sellers
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
$19.9M |
| 2 |
PFC
Phocas Financial Corp
Alameda,
California
|
$5.25M |
| 3 |
Morgan Stanley
New York
|
$3.04M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
$4.76M |
| 5 |
BlackRock
New York
|
$53.1M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FHA
126
First Horizon Advisors
Memphis,
Tennessee
| $4K | +$441 | +15 | +12% |
|
127
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2K | – | – | – |
|
|
NSIM
128
North Star Investment Management
Chicago,
Illinois
| $1K | – | – | – |
|
129
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$969K | -39,170 | Closed |
|
|
MERSOM
130
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$590K | -23,850 | Closed |
|
|
SIM
131
Spark Investment Management
New York
| – | -$284K | -11,500 | Closed |
|
|
TC
132
TFS Capital
West Chester,
Pennsylvania
| – | -$210K | -8,465 | Closed |
|
133
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$64K | -2,600 | Closed |
|
|
AIM
134
Acrospire Investment Management
Chicago,
Illinois
| – | -$62K | -2,513 | Closed |
|
|
PCM
135
Prelude Capital Management
New York
| – | -$50K | -2,000 | Closed |
|
|
TRCT
136
Tower Research Capital (TRC)
New York
| – | -$18K | -737 | Closed |
|
137
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$7K | -280 | Closed |
|