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Heritage Financial
HFWA

Overview Fund Activity

159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
59
Reduced
59
Closed
35
Calls
$4K
Puts
$17K
Net Calls
-$13K
Net Calls Change
+$36K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.27M
2
BlackRock
BlackRock
New York
+$5.44M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.77M
4
GLA
Great Lakes Advisors
Illinois
+$3.64M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.83M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$9.71M
2
DCM
Driehaus Capital Management
Illinois
-$5.25M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M
4
Goldman Sachs
Goldman Sachs
New York
-$3.8M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
126
GSA Capital Partners
United Kingdom
$209K +$209K +9,776 New
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$174K – – –
PMEF
128
Point72 Middle East FZE
United Arab Emirates
$116K +$67.6K +3,157 +139%
Amundi
129
Amundi
France
$98.7K +$98.7K +4,839 New
KBC Group
130
KBC Group
Belgium
$63K -$20.3K -951 -24%
ME
131
McIlrath & Eck
Washington
$61.9K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$59.4K – – –
TRCT
133
Tower Research Capital (TRC)
New York
$59K +$15.1K +703 +34%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$52.2K +$7.08K +331 +16%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$43.8K – – –
Osaic Holdings
136
Osaic Holdings
Arizona
$43.3K -$4.84K -226 -10%
QL
137
Quarry LP
New York
$38.6K +$34.4K +1,609 +829%
Lazard Asset Management
138
Lazard Asset Management
New York
$24K -$581K -27,473 -96%
FHA
139
First Horizon Advisors
Tennessee
$22.9K -$5.33K -249 -19%
QCG
140
Quadrant Capital Group
Ohio
$17.3K +$11.2K +524 +185%
HNB
141
Huntington National Bank
Ohio
$8.67K +$8.67K +267 New
Fidelity Investments
142
Fidelity Investments
Massachusetts
$7.18K -$12.5K -582 -63%
BTI
143
Blue Trust Inc
Georgia
$6K – – –
AssetMark Inc
144
AssetMark Inc
California
$3.81K – – –
VCM
145
Versant Capital Management
Arizona
$3.16K -$3.35K -158 -51%
Bessemer Group
146
Bessemer Group
New Jersey
$3K +$62 +3 +2%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$2.89K +$1.65K +77 +133%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$2.74K +$2.74K +128 New
BAM
149
Belpointe Asset Management
Nevada
$2.57K – – –
EWA
150
EverSource Wealth Advisors
Alabama
$1.58K – – –
4 5
6
7 8