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Heritage Financial

149 hedge funds and large institutions have $803M invested in Heritage Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+7
Holders Change %
+4.93%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
52
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$157K +$4.73K +154 +3%
MA
127
MUFG Americas
New York
$109K -$7.44K -243 -6%
SEI Investments
128
SEI Investments
Pennsylvania
$93K -$421K -13,778 -82%
US Bancorp
129
US Bancorp
Minnesota
$89K +$80.3K +2,625 +924%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$74K -$456 -15 -0.6%
ME
131
McIlrath & Eck
Washington
$72K -$2.01K -66 -3%
AIP
132
Ameritas Investment Partners
Nebraska
$71K
VIA
133
Vantage Investment Advisors
Pennsylvania
$65K
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$64K
RCAG
135
Rehmann Capital Advisory Group
Michigan
$57K +$57K +1,865 New
RQS
136
Ramsey Quantitative Systems
Kentucky
$32K -$22.9K -748 -42%
MAM
137
Meeder Asset Management
Ohio
$31K -$55.5K -1,821 -64%
TRCT
138
Tower Research Capital (TRC)
New York
$21K -$54.8K -1,781 -72%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$18K -$1.9K -63 -10%
AG
140
Advisor Group
Arizona
$18K +$63 +2 +0.4%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$15K
TCM
142
Tradewinds Capital Management
Washington
$14K +$61 +2 +0.4%
PO
143
Private Ocean
California
$10K +$10K +356 New
SO
144
STRS Ohio
Ohio
$9K -$810K -27,000 -99%
FHA
145
First Horizon Advisors
Tennessee
$7K
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
$5.66K +$3.67K +120 +185%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$3K +$260 +11 +9%
AssetMark Inc
148
AssetMark Inc
California
$1K
SFM
149
Signet Financial Management
New Jersey
$1K +$1K +36 New
NIMC
150
NWQ Investment Management Company
California
-$13.6M -440,748 Closed