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Heritage Financial
HFWA

Overview Fund Activity

123 hedge funds and large institutions have $587M invested in Heritage Financial in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-8
Holders Change %
-6.11%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
46
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$14.1M
2
Invesco
Invesco
Georgia
+$2.12M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.95M
4
State Street
State Street
Massachusetts
+$1.84M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.54M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$8.54M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.59M
3
MOACM
Mutual of America Capital Management
New York
-$2.11M
4
Millennium Management
Millennium Management
New York
-$2.09M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
126
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.02M -36,000 Closed
ASRS
127
Arizona State Retirement System
Arizona
– -$691K -24,418 Closed
ARTA
128
A.R.T. Advisors
New York
– -$454K -16,045 Closed
EGM
129
Engineers Gate Manager
New York
– -$431K -15,224 Closed
QSS
130
Quantitative Systematic Strategies
Florida
– -$413K -14,604 Closed
AG
131
Aperio Group
California
– -$367K -12,981 Closed
Capital Fund Management (CFM)
132
Capital Fund Management (CFM)
France
– -$249K -8,800 Closed
Squarepoint
133
Squarepoint
New York
– -$236K -8,323 Closed
WTB
134
Washington Trust Bank
Washington
– -$216K -7,615 Closed
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
– -$130K -4,609 Closed
AIM
136
Aigen Investment Management
New York
– -$70K -2,465 Closed
QT
137
Quantbot Technologies
New York
– -$62K -2,225 Closed
IUHSA
138
Itau Unibanco Holding S.A.
Brazil
– -$39K -1,369 Closed
LWM
139
Liberty Wealth Management
California
– -$9K -307 Closed
BBHC
140
Brown Brothers Harriman & Co
New York
– -$1K -38 Closed
GWS
141
Glassman Wealth Services
Virginia
– -$1K -21 Closed
SQA
142
Simon Quick Advisors
New Jersey
– -$1K -18 Closed
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