Heritage Financial
HFWA
HFWA
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
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
10% less funds holding
Funds holding: 162 → 146 (-16)
59% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 27
Holders
146
Holding in Top 10
–
Calls
$107K
Puts
$14K
Top Buyers
| 1 | +$14.6M | |
| 2 | +$5.33M | |
| 3 | +$4.8M | |
| 4 |
Renaissance Technologies
New York
|
+$3.08M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.73M |
Top Sellers
| 1 | -$9.97M | |
| 2 | -$4.69M | |
| 3 | -$4.53M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.66M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$3M |