Heritage Financial
HFWA
HFWA
130 hedge funds and large institutions have $711M invested in Heritage Financial in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
13% less capital invested
Capital invested by funds: $814M → $711M (-$103M)
31% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 52
Holders
130
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.34M | |
| 2 | +$2.01M | |
| 3 | +$1.98M | |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$1.69M |
| 5 |
Millennium Management
New York
|
+$1.25M |
Top Sellers
| 1 | -$10.4M | |
| 2 | -$5.47M | |
| 3 | -$2.53M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.28M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.08M |