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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $1.09B invested in Heritage Financial in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
59
Reduced
41
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$181M
2
Invesco
Invesco
Georgia
$12.7M
3
O
OppenheimerFunds
New York
$11.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$126M
5
State Street
State Street
Massachusetts
$53.6M

Top Sellers

1
ICOM
Investment Counselors of Maryland
Maryland
$13.4M
2
KCM
Kennedy Capital Management
Missouri
$0
3
JAM
Jacobs Asset Management
New York
$0
4
AQR Capital Management
AQR Capital Management
Connecticut
$275K
5
PAM
Panagora Asset Management
Massachusetts
$158K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$99K – – –
ME
127
McIlrath & Eck
Washington
$83K – – –
VIA
128
Vantage Investment Advisors
Pennsylvania
$75K – – –
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$73K – – –
RCAG
130
Rehmann Capital Advisory Group
Michigan
$64K -$141 -4 -0.2%
ClearBridge Investments
131
ClearBridge Investments
New York
$48K +$8.2K +234 +21%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$40.5K -$50.7K -1,443 -56%
FHB
133
First Hawaiian Bank
Hawaii
$33K +$33K +951 New
LIA
134
LS Investment Advisors
Michigan
$30K – – –
NPP
135
New Potomac Partners
Maryland
$27K +$27K +778 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$25K +$1.78K +50 +8%
AG
137
Advisor Group
Arizona
$19K -$674 -19 -3%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$16K -$2.13K -60 -12%
PO
139
Private Ocean
California
$13K – – –
QT
140
Quantbot Technologies
New York
$10K +$10K +302 New
FHA
141
First Horizon Advisors
Tennessee
$8K – – –
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$6.5K – – –
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$5K +$1.37K +48 +38%
AssetMark Inc
144
AssetMark Inc
California
$1K -$216 -8 -18%
KCM
145
Kennedy Capital Management
Missouri
– -$9.48M -272,058 Closed
JAM
146
Jacobs Asset Management
New York
– -$6.27M -180,000 Closed
DCM
147
Driehaus Capital Management
Illinois
– -$1.91M -54,657 Closed
PP
148
PDT Partners
New York
– -$1.78M -51,200 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
– -$1.19M -34,000 Closed
Two Sigma Advisers
150
Two Sigma Advisers
New York
– -$1.15M -32,923 Closed
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