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Heritage Financial

148 hedge funds and large institutions have $882M invested in Heritage Financial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
56
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$36K +$30.9K +1,053 +602%
LIA
127
LS Investment Advisors
Michigan
$30K +$3.87K +128 +15%
QT
128
Quantamental Technologies
New York
$30K +$30K +1,011 New
FHB
129
First Hawaiian Bank
Hawaii
$28K
NPP
130
New Potomac Partners
Maryland
$23K
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$21K +$294 +10 +1%
AG
132
Advisor Group
Arizona
$17K +$786 +26 +5%
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$15.4K
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$13K
PO
135
Private Ocean
California
$11K
FCA
136
FinTrust Capital Advisors
South Carolina
$9K +$9K +314 New
FHA
137
First Horizon Advisors
Tennessee
$7K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$5.5K
CAM
139
Cresset Asset Management
Illinois
$3K +$3K +100 New
TWA
140
TCI Wealth Advisors
Arizona
$2K +$2K +51 New
WAM
141
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +71 New
BCA
142
Berman Capital Advisors
Georgia
$2K +$2K +92 New
AssetMark Inc
143
AssetMark Inc
California
$1K
JA
144
JOYN Advisors
Georgia
$1K +$1K +18 New
PFBT
145
Parkside Financial Bank & Trust
Missouri
$1K +$1K +23 New
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$327 -$33.9K -1,141 -99%
GT
147
Glenmede Trust
Pennsylvania
$3 +$3 +108 New
ICOM
148
Investment Counselors of Maryland
Maryland
-$13.4M -380,008 Closed
BFC
149
Banc Funds Company
Illinois
-$2.18M -61,928 Closed
Nuveen Asset Management
150
Nuveen Asset Management
Illinois
-$1.43M -40,629 Closed