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Heritage Financial
HFWA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$154M
2
Ameriprise
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$63.1M
4
AR
Advisory Research
Illinois
$9.41M
5
Jennison Associates
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
PCM
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.19M
4
BCM
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
126
SEI Investments
Pennsylvania
$172K +$65.5K +1,873 +61%
MA
127
MUFG Americas
New York
$124K – – –
US Bancorp
128
US Bancorp
Minnesota
$103K +$1.09K +31 +1%
WTB
129
Washington Trust Bank
Washington
$103K +$103K +2,947 New
AIP
130
Ameritas Investment Partners
Nebraska
$98K +$16.4K +469 +20%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$90.4K -$135K -3,883 -60%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$88K +$88K +2,530 New
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$84K -$1.26K -36 -1%
ME
134
McIlrath & Eck
Washington
$82K – – –
VIA
135
Vantage Investment Advisors
Pennsylvania
$74K – – –
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$73K – – –
RCAG
137
Rehmann Capital Advisory Group
Michigan
$63.6K -$1.43K -41 -2%
ClearBridge Investments
138
ClearBridge Investments
New York
$40K +$40K +1,136 New
LIA
139
LS Investment Advisors
Michigan
$30K +$30K +865 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$23K +$1.97K +56 +9%
AG
141
Advisor Group
Arizona
$19K -$582 -17 -3%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$18K +$353 +10 +2%
TCM
143
Tradewinds Capital Management
Washington
$16K +$69 +2 +0.4%
RQS
144
Ramsey Quantitative Systems
Kentucky
$12K -$26K -716 -68%
PO
145
Private Ocean
California
$12K – – –
MS
146
Marshall & Sullivan
Washington
$10.5K +$10.5K +300 New
SO
147
STRS Ohio
Ohio
$10K – – –
FHA
148
First Horizon Advisors
Tennessee
$8K – – –
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$6.45K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$3K – – –
3 4 5
6
7