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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $496M invested in Heritage Financial in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
47
Reduced
62
Closed
13
Calls
$50K
Puts
$38K
Net Calls
+$12K
Net Calls Change
-$81K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$18.3M
2
MCM
2
Maltese Capital Management
New York
$2.88M
3
Millennium Management
3
Millennium Management
New York
$1.52M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$6.03M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$30.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
BlackRock
4
BlackRock
New York
$89.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$69K – – –
AIP
127
Ameritas Investment Partners
Nebraska
$61.7K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$51K +$2.83K +156 +6%
KBC Group
129
KBC Group
Belgium
$34K – – –
MAM
130
Meeder Asset Management
Ohio
$30.9K +$30.9K +1,713 New
ME
131
McIlrath & Eck
Washington
$30.6K -$16.1K -891 -34%
PD
132
Point72 (DIFC)
United Arab Emirates
$26.9K +$26.9K +1,490 New
IC
133
Innealta Capital
Texas
$26.7K +$26.7K +1,482 New
AF
134
Allworth Financial
California
$26.2K +$26.2K +1,246 New
PAS
135
Point72 Asia (Singapore)
Singapore
$25.4K +$25.4K +1,406 New
GI
136
GAMMA Investing
California
$24.8K +$14.2K +786 +134%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$13.9K -$47.8K -2,651 -77%
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$13.7K -$1.42K -79 -9%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9K +$216 +12 +2%
SAM
140
Smartleaf Asset Management
Massachusetts
$8.22K +$8.22K +470 New
FHA
141
First Horizon Advisors
Tennessee
$7.93K -$9.63K -534 -55%
QL
142
Quarry LP
New York
$7.72K +$7.72K +428 New
Osaic Holdings
143
Osaic Holdings
Arizona
$7.54K -$20.1K -1,116 -73%
SPIA
144
Steward Partners Investment Advisory
New York
$7.21K – – –
CFM
145
Catalyst Funds Management
Australia
$7.21K +$7.21K +400 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$6.27K – – –
QCG
147
Quadrant Capital Group
Ohio
$3.84K +$992 +55 +35%
RTL
148
Red Tortoise LLC
Georgia
$2.69K – – –
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$1.55K +$1.55K +86 New
AAP
150
Arax Advisory Partners
Colorado
$1.48K +$1.48K +82 New
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