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Heritage Financial

152 hedge funds and large institutions have $691M invested in Heritage Financial in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
46
Reduced
57
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$134K
Toronto Dominion Bank
127
Toronto Dominion Bank
Ontario, Canada
$103K -$297K -11,800 -74%
KBC Group
128
KBC Group
Belgium
$98K -$22K -876 -18%
MA
129
MUFG Americas
New York
$90K
QT
130
Quantbot Technologies
New York
$77K -$44.7K -1,800 -37%
ME
131
McIlrath & Eck
Washington
$75K +$9.82K +390 +15%
AIP
132
Ameritas Investment Partners
Nebraska
$69K
Osaic Holdings
133
Osaic Holdings
Arizona
$64K -$4.18K -165 -6%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$59K -$3.06K -122 -5%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$52K -$150 -6 -0.3%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$51.5K
FHA
137
First Horizon Advisors
Tennessee
$48K +$8.38K +335 +21%
SWA
138
Sutton Wealth Advisors
Florida
$41.9K
GCM
139
Gladius Capital Management
Illinois
$25K +$25K +970 New
SOW
140
State of Wyoming
Wyoming
$20K +$20K +778 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$19K +$475 +19 +3%
Macquarie Group
142
Macquarie Group
Australia
$11K
VCM
143
Versant Capital Management
Arizona
$9K -$26 -1 -0.3%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$5K
AssetMark Inc
145
AssetMark Inc
California
$4K +$2.37K +97 +145%
C
146
Covestor
United Kingdom
$3K -$3.03K -116 -50%
EWA
147
EverSource Wealth Advisors
Alabama
$2K
S
148
SignatureFD
Georgia
$2K
BTI
149
Blue Trust Inc
Georgia
$2K +$2K +90 New
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1K