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Heritage Financial

149 hedge funds and large institutions have $734M invested in Heritage Financial in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
55
Reduced
47
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
126
MUFG Americas
New York
$94K
ME
127
McIlrath & Eck
Washington
$79K
AIP
128
Ameritas Investment Partners
Nebraska
$73K
Osaic Holdings
129
Osaic Holdings
Arizona
$60K -$7.03K -265 -10%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$55K +$705 +27 +1%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$54.1K
SWA
132
Sutton Wealth Advisors
Florida
$44.1K
FHA
133
First Horizon Advisors
Tennessee
$36K -$13.3K -517 -27%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$31K +$10.7K +403 +53%
Macquarie Group
135
Macquarie Group
Australia
$11K -$11K -434 Closed
VCM
136
Versant Capital Management
Arizona
$8K -$923 -36 -10%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$8K +$2.58K +100 +48%
AssetMark Inc
138
AssetMark Inc
California
$5K +$444 +16 +10%
QCG
139
Quadrant Capital Group
Ohio
$5K +$5K +188 New
WFA
140
Wipfli Financial Advisors
Wisconsin
$5K +$5K +204 New
Bessemer Group
141
Bessemer Group
New Jersey
$4K +$4K +143 New
BTI
142
Blue Trust Inc
Georgia
$2K
S
143
SignatureFD
Georgia
$2K
EWA
144
EverSource Wealth Advisors
Alabama
$2K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2K +$597 +23 +43%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$2K +$2K +60 New
PFBT
147
Parkside Financial Bank & Trust
Missouri
$1K
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +23 New
Hotchkis & Wiley Capital Management
149
Hotchkis & Wiley Capital Management
California
-$4.81M -190,980 Closed
SIM
150
SummerHaven Investment Management
Connecticut
-$939K -37,320 Closed