HFWA icon

Heritage Financial

157 hedge funds and large institutions have $444M invested in Heritage Financial in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
58
Reduced
64
Closed
19
Calls
$24K
Puts
$45K
Net Calls
-$21K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Shares
Change %
PMEF
126
Point72 Middle East FZE
United Arab Emirates
$86.4K +$21.1K +1,294 +32%
QT
127
Quantbot Technologies
New York
$81.6K -$228K -13,976 -74%
Amundi
128
Amundi
France
$71.7K
AIP
129
Ameritas Investment Partners
Nebraska
$55.8K +$10.6K +647 +23%
Point72 Asset Management
130
Point72 Asset Management
Connecticut
$53.2K +$29K +1,775 +120%
ACM
131
Aquatic Capital Management
Illinois
$47K -$4.86K -300 -9%
ME
132
McIlrath & Eck
Washington
$46.3K -$832 -51 -2%
CAS
133
Coppell Advisory Solutions
Texas
$41.6K +$41.6K +1,357 New
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$33.4K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$32.1K +$7.18K +440 +29%
KBC Group
136
KBC Group
Belgium
$31K -$17.5K -1,063 -36%
Osaic Holdings
137
Osaic Holdings
Arizona
$23.5K -$12.7K -779 -35%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$20K +$6.36K +386 +47%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$17.8K +$11.8K +721 +195%
FHA
140
First Horizon Advisors
Tennessee
$15.9K -$4.39K -269 -22%
QCG
141
Quadrant Capital Group
Ohio
$10.8K -$1.88K -115 -15%
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$10.6K -$1.31K -80 -11%
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$9.28K +$163 +10 +2%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$876 +55 +11%
SPIA
145
Steward Partners Investment Advisory
New York
$6.52K +$6.52K +400 New
AssetMark Inc
146
AssetMark Inc
California
$3.56K +$652 +40 +22%
CCP
147
Carmel Capital Partners
California
$3.02K +$3.02K +185 New
RTL
148
Red Tortoise LLC
Georgia
$2.43K
BTI
149
Blue Trust Inc
Georgia
$2K -$667 -45 -25%
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1.66K +$1.03K +63 +162%