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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $545M invested in Heritage Financial in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-16
Holders Change %
-9.88%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
48
Reduced
53
Closed
27
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
-$35K

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$14.6M
2
Charles Schwab
Charles Schwab
California
+$5.33M
3
DIA
Dana Investment Advisors
Wisconsin
+$4.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
5
US Bancorp
US Bancorp
Minnesota
+$2.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.97M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.69M
3
FHC
Forest Hill Capital
Arkansas
-$4.53M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.66M
5
OAM
Oberweis Asset Management
Illinois
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7K +$1.22K +63 +10%
GI
127
GAMMA Investing
California
$11.4K +$1.44K +74 +14%
SPIA
128
Steward Partners Investment Advisory
New York
$7.76K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$6.75K – – –
QCG
130
Quadrant Capital Group
Ohio
$3.06K – – –
RTL
131
Red Tortoise LLC
Georgia
$2.89K – – –
SWM
132
Spire Wealth Management
Virginia
$1.75K +$853 +44 +96%
S
133
SignatureFD
Georgia
$1.22K – – –
C
134
Covestor
United Kingdom
$1K -$595 -22 -37%
VCM
135
Versant Capital Management
Arizona
$989 – – –
FFA
136
Farther Finance Advisors
California
$683 +$114 +6 +20%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$660 – – –
CAM
138
ClariVest Asset Management
California
$543 – – –
EWA
139
EverSource Wealth Advisors
Alabama
$514 +$514 +29 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$504 – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$485 – – –
BGAI
142
Bruce G. Allen Investments
Colorado
$233 +$233 +12 New
AF
143
Advisornet Financial
Minnesota
$213 – – –
PS
144
Principal Securities
Iowa
$155 – – –
AWM
145
Avior Wealth Management
Nebraska
$135 +$135 +7 New
RIL
146
Rothschild Investment LLC
Illinois
$97 +$97 +5 New
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
– -$4.69M -219,264 Closed
FHC
148
Forest Hill Capital
Arkansas
– -$4.53M -211,590 Closed
OAM
149
Oberweis Asset Management
Illinois
– -$3M -140,400 Closed
Millennium Management
150
Millennium Management
New York
– -$2.66M -124,289 Closed
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