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Heritage Financial

165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Shares
Change %
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$66K
GI
127
GAMMA Investing
California
$43K +$13.1K +601 +44%
KBC Group
128
KBC Group
Belgium
$41K
MAM
129
Meeder Asset Management
Ohio
$37.3K
ME
130
McIlrath & Eck
Washington
$37K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$29.6K +$12.8K +588 +76%
AF
132
Allworth Financial
California
$27.1K
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$414 +19 +3%
FHA
134
First Horizon Advisors
Tennessee
$16.1K +$6.51K +299 +68%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.1K -$544 -25 -3%
PAS
136
Point72 Asia (Singapore)
Singapore
$12.5K -$18.1K -832 -59%
A
137
AlphaQuest
New York
$10.5K -$382K -17,548 -97%
Osaic Holdings
138
Osaic Holdings
Arizona
$9.38K +$283 +13 +3%
SPIA
139
Steward Partners Investment Advisory
New York
$8.71K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$7.88K +$305 +14 +4%
QCG
141
Quadrant Capital Group
Ohio
$4.64K
QL
142
Quarry LP
New York
$4.14K -$5.18K -238 -56%
RTL
143
Red Tortoise LLC
Georgia
$3.24K
Bessemer Group
144
Bessemer Group
New Jersey
$3K +$3K +120 New
AAP
145
Arax Advisory Partners
Colorado
$2.9K +$1.11K +51 +62%
SCM
146
Sterling Capital Management
North Carolina
$2.59K +$2.59K +119 New
SAM
147
Smartleaf Asset Management
Massachusetts
$2.52K -$7.52K -352 -75%
UB
148
UMB Bank
Missouri
$2K +$1.24K +57 +163%
SWM
149
Spire Wealth Management
Virginia
$1.89K +$348 +16 +23%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$1.87K