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Heritage Financial

147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
44
Reduced
50
Closed
5
Calls
$1.4M
Puts
$237K
Net Calls
+$1.16M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$51K -$1.61K -66 -3%
SWA
127
Sutton Wealth Advisors
Florida
$40.7K +$196 +8 +0.5%
FHA
128
First Horizon Advisors
Tennessee
$39K
Simplex Trading
129
Simplex Trading
Illinois
$37K +$37K +1,525 New
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$34K -$8.39K -347 -20%
Lazard Asset Management
131
Lazard Asset Management
New York
$29K +$29K +1,227 New
VCM
132
Versant Capital Management
Arizona
$14K -$25 -1 -0.2%
Macquarie Group
133
Macquarie Group
Australia
$11K
TRCT
134
Tower Research Capital (TRC)
New York
$10K -$73.6K -3,107 -88%
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.58K -$5.71K -233,604 -51%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +210 New
CA
137
CoreCap Advisors
Michigan
$5K +$5K +210 New
PFBT
138
Parkside Financial Bank & Trust
Missouri
$4K
C
139
Covestor
United Kingdom
$4K +$4K +156 New
CWP
140
Concord Wealth Partners
Virginia
$3K +$3K +123 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$2K -$5.26K -171 -72%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2K -$242 -12 -11%
AssetMark Inc
143
AssetMark Inc
California
$2K -$48 -2 -2%
S
144
SignatureFD
Georgia
$2K -$32 -1 -2%
EWA
145
EverSource Wealth Advisors
Alabama
$2K +$2K +74 New
TFO
146
Tarbox Family Office
California
$2K +$2K +101 New
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$1K
JCIA
148
Jackson Creek Investment Advisors
Colorado
-$979K -38,391 Closed
PI
149
PEAK6 Investments
Illinois
-$331K -12,962 Closed
CCIA
150
Campbell & Co Investment Adviser
Maryland
-$258K -10,100 Closed