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Heritage Financial
HFWA

Overview Fund Activity

181 hedge funds and large institutions have $789M invested in Heritage Financial in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+32
Holders Change %
+21.48%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
58
Reduced
54
Closed
6
Calls
$126K
Puts
$175K
Net Calls
-$49K
Net Calls Change
-$49K

Top Buyers

1
Millennium Management
Millennium Management
New York
$9.41M
2
DCM
Driehaus Capital Management
Illinois
$5.25M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$5.02M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.15M
5
KCM
Kennedy Capital Management
Missouri
$4.46M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$12M
2
Ameriprise
Ameriprise
Minnesota
$5.11M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$22.7M
4
BlackRock
BlackRock
New York
$151M
5
RIP
Rhino Investment Partners
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
126
Winton Group
United Kingdom
$330K -$11.7K -381 -3%
Rafferty Asset Management
127
Rafferty Asset Management
New York
$317K -$6.16K -201 -2%
MCM
128
Mengis Capital Management
Oregon
$313K – – –
D.E. Shaw & Co
129
D.E. Shaw & Co
New York
$311K -$56.4K -1,841 -15%
ASRS
130
Arizona State Retirement System
Arizona
$303K +$11.2K +366 +4%
Jane Street
131
Jane Street
New York
$303K -$163K -5,324 -35%
ACM
132
Aquatic Capital Management
Illinois
$291K +$291K +9,500 New
Franklin Resources
133
Franklin Resources
California
$278K +$2.02K +66 +0.7%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$276K – – –
Bank of Nova Scotia
135
Bank of Nova Scotia
Ontario, Canada
$271K +$271K +8,840 New
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$249K +$75.4K +2,460 +43%
SAG
137
SageView Advisory Group
California
$238K +$238K +7,774 New
EWA
138
EP Wealth Advisors
California
$233K +$233K +7,619 New
MOACM
139
Mutual of America Capital Management
New York
$225K +$11.5K +374 +5%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$223K +$223K +7,287 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$206K +$206K +6,639 New
HighTower Advisors
142
HighTower Advisors
Illinois
$205K +$205K +6,434 New
MS
143
Marshall & Sullivan
Washington
$188K +$188K +6,144 New
Wells Fargo
144
Wells Fargo
California
$149K -$28K -915 -16%
PI
145
PEAK6 Investments
Illinois
$119K +$119K +3,895 New
KBC Group
146
KBC Group
Belgium
$119K – – –
ME
147
McIlrath & Eck
Washington
$88.6K -$2.7K -88 -3%
QT
148
Quantbot Technologies
New York
$85.8K +$85.8K +2,800 New
AIP
149
Ameritas Investment Partners
Nebraska
$79.5K – – –
PMEF
150
Point72 Middle East FZE
United Arab Emirates
$69.4K +$69.4K +2,265 New
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