HFWA icon

Heritage Financial
HFWA

Overview Fund Activity

137 hedge funds and large institutions have $878M invested in Heritage Financial in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
49
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$16.5M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$9.25M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$4.33M
4
Wells Fargo
Wells Fargo
California
+$3.52M
5
Goldman Sachs
Goldman Sachs
New York
+$3.44M

Top Sellers

1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$10.3M
2
WRF
Waddell & Reed Financial
Kansas
-$2.85M
3
SCA
Stieven Capital Advisors
Missouri
-$2.35M
4
BlackRock
BlackRock
New York
-$1.99M
5
TAM
THB Asset Management
Connecticut
-$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
126
Advisory Services Network
Georgia
$18K +$18K +595 New
AG
127
Advisor Group
Arizona
$17K +$1.38K +46 +9%
QT
128
Quantamental Technologies
New York
$17K +$17K +563 New
FHA
129
First Horizon Advisors
Tennessee
$10K +$3.08K +100 +44%
LWM
130
Liberty Wealth Management
California
$9K +$30 +1 +0.3%
BCA
131
Berman Capital Advisors
Georgia
$8K +$5.54K +207 +225%
SWA
132
Sutton Wealth Advisors
Florida
$5.26K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TWA
134
TCI Wealth Advisors
Arizona
$2K – – –
AssetMark Inc
135
AssetMark Inc
California
$2K +$714 +20 +56%
GT
136
Glenmede Trust
Pennsylvania
$3 – – –
BCM
137
BHZ Capital Management
California
– -$1.26M -41,947 Closed
Brown Advisory
138
Brown Advisory
Maryland
– -$1.21M -39,990 Closed
MCM
139
Matarin Capital Management
New York
– -$1.17M -38,796 Closed
Russell Investments Group
140
Russell Investments Group
United Kingdom
– -$1.08M -35,637 Closed
SCG
141
Sonata Capital Group
Washington
– -$493K -16,363 Closed
PIA
142
Piedmont Investment Advisors
North Carolina
– -$256K -8,482 Closed
PAM
143
Panagora Asset Management
Massachusetts
– -$136K -4,511 Closed
FCA
144
FinTrust Capital Advisors
South Carolina
– -$10K -343 Closed
MNBTD
145
Moody National Bank Trust Division
Texas
– -$7K -239 Closed
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
– -$3.62K -120 Closed
CAM
147
Cresset Asset Management
Illinois
– -$3K -100 Closed
WAM
148
Wealthspire Advisors (Maryland)
Maryland
– -$2K -71 Closed
2 3 4 5
6