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Heritage Financial
HFWA

Overview Fund Activity

143 hedge funds and large institutions have $904M invested in Heritage Financial in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
51
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
O
OppenheimerFunds
New York
+$4.08M
2
Invesco
Invesco
Georgia
+$3.96M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.92M
4
Jennison Associates
Jennison Associates
New York
+$3.64M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.29M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
2
State Street
State Street
Massachusetts
-$3.93M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.49M
4
AIS
AlphaOne Investment Services
Pennsylvania
-$1.87M
5
KCM
Kennedy Capital Management
Missouri
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPP
126
New Potomac Partners
Maryland
$23K – – –
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$17K +$3.09K +100 +22%
AG
128
Advisor Group
Arizona
$16K -$1.23K -40 -7%
FCA
129
FinTrust Capital Advisors
South Carolina
$10K +$845 +29 +9%
LWM
130
Liberty Wealth Management
California
$9K +$9K +300 New
FHA
131
First Horizon Advisors
Tennessee
$7K – – –
MNBTD
132
Moody National Bank Trust Division
Texas
$7K +$7K +239 New
SWA
133
Sutton Wealth Advisors
Florida
$5.37K +$5.37K +178 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +210 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$3.62K -$1.96K -65 -35%
CAM
136
Cresset Asset Management
Illinois
$3K – – –
TWA
137
TCI Wealth Advisors
Arizona
$2K – – –
WAM
138
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
BCA
139
Berman Capital Advisors
Georgia
$2K – – –
AssetMark Inc
140
AssetMark Inc
California
$1K -$28 -1 -3%
GT
141
Glenmede Trust
Pennsylvania
$3 – – –
KCM
142
Kennedy Capital Management
Missouri
– -$1.49M -49,976 Closed
SAM
143
Shell Asset Management
Netherlands
– -$1.1M -37,097 Closed
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
– -$945K -31,785 Closed
Allianz Asset Management
145
Allianz Asset Management
Germany
– -$398K -13,363 Closed
Holocene Advisors
146
Holocene Advisors
New York
– -$346K -11,630 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
– -$326K -10,958 Closed
USAA
148
United Services Automobile Association
Texas
– -$282K -9,481 Closed
PP
149
Paloma Partners
Connecticut
– -$206K -6,907 Closed
QT
150
Quantamental Technologies
New York
– -$30K -1,011 Closed
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