Heritage Financial
HFWA
HFWA
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
57% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 35
76% less call options, than puts
Call options by funds: $4K | Put options by funds: $17K
Holders
159
Holding in Top 10
1
Calls
$4K
Puts
$17K
Top Buyers
| 1 | +$6.27M | |
| 2 | +$5.44M | |
| 3 | +$4.77M | |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$3.64M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.83M |
Top Sellers
| 1 | -$9.71M | |
| 2 | -$5.25M | |
| 3 | -$3.97M | |
| 4 |
Goldman Sachs
New York
|
-$3.8M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$3.49M |