Heritage Financial
HFWA
HFWA
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
4% less funds holding
Funds holding: 152 → 146 (-6)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Holders
146
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$25.5M | |
| 2 | +$11.7M | |
| 3 | +$11.3M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$8.93M |
Top Sellers
| 1 | -$9.87M | |
| 2 | -$9.48M | |
| 3 | -$6.27M | |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$4.16M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$3.36M |