Heritage Financial
HFWA
HFWA
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
149
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$6.51M | |
| 2 | +$5.54M | |
| 3 | +$4.55M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.54M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.13M |
Top Sellers
| 1 | -$10.4M | |
| 2 | -$8.18M | |
| 3 | -$4.8M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$2.48M |