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Heritage Financial

162 hedge funds and large institutions have $445M invested in Heritage Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
60
Reduced
53
Closed
22
Calls
$19K
Puts
$217K
Net Calls
-$198K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$131K
Group One Trading
127
Group One Trading
Illinois
$105K +$105K +6,496 New
CFS
128
CGC Financial Services
Oregon
$99.6K +$99.6K +6,159 New
Amundi
129
Amundi
France
$73.2K -$6.2K -378 -8%
PMEF
130
Point72 Middle East FZE
United Arab Emirates
$64.7K -$22.9K -1,418 -26%
ACM
131
Aquatic Capital Management
Illinois
$52K +$52K +3,200 New
KBC Group
132
KBC Group
Belgium
$48K
ME
133
McIlrath & Eck
Washington
$46.7K
AIP
134
Ameritas Investment Partners
Nebraska
$44.9K
Osaic Holdings
135
Osaic Holdings
Arizona
$35.9K +$3.24K +200 +10%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$33.1K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$24.7K -$14.7K -912 -37%
Point72 Asset Management
138
Point72 Asset Management
Connecticut
$24K +$24K +1,485 New
FHA
139
First Horizon Advisors
Tennessee
$20.1K +$2.83K +175 +16%
Lazard Asset Management
140
Lazard Asset Management
New York
$18K
TRCT
141
Tower Research Capital (TRC)
New York
$14.4K -$30.1K -1,860 -68%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.4K +792 +2,200%
QCG
143
Quadrant Capital Group
Ohio
$12.5K -$517 -32 -4%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$11.8K +$9.59K +593 +439%
QL
145
Quarry LP
New York
$9.83K -$19.3K -1,195 -66%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$9.04K +$6.97K +431 +337%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$8K -$313K -19,985 -98%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$5.98K +$566 +35 +10%
GCM
149
Gladius Capital Management
Illinois
$5.82K +$5.82K +360 New
BTI
150
Blue Trust Inc
Georgia
$4K