Heritage Financial
HFWA
HFWA
162 hedge funds and large institutions have $595M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
60
Reduced
60
Closed
14
Calls
$137K
Puts
$9K
Net Calls
+$128K
Net Calls Change
+$149K
Top Buyers
| 1 |
Morgan Stanley
New York
|
$21.3M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
$3.93M |
| 3 |
Bank of New York Mellon
New York
|
$22.8M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
$3.95M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
$57.2M |
