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Heritage Financial

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $602M → $679M (+$76.7M)

3% more funds holding

Funds holding: 165170 (+5)

0.97% more ownership

Funds ownership: 80.18%81.14% (+0.97%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

71% less call options, than puts

Call options by funds: $5K | Put options by funds: $17K

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
126
CGC Financial Services
Oregon
$151K
SG Americas Securities
127
SG Americas Securities
New York
$148K -$114K -4,714 -44%
New York State Teachers Retirement System (NYSTRS)
128
New York State Teachers Retirement System (NYSTRS)
New York
$142K
Fidelity Investments
129
Fidelity Investments
Massachusetts
$106K +$3.18K +131 +3%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$97.7K +$80K +3,296 +476%
PAS
131
Point72 Asia (Singapore)
Singapore
$87K +$72.3K +2,979 +519%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$86K +$5.46K +225 +7%
AIP
133
Ameritas Investment Partners
Nebraska
$83.9K
DekaBank Deutsche Girozentrale
134
DekaBank Deutsche Girozentrale
Germany
$63K
GI
135
GAMMA Investing
California
$50.1K +$1.7K +70 +4%
ME
136
McIlrath & Eck
Washington
$41.6K
TRCT
137
Tower Research Capital (TRC)
New York
$35.7K -$101K -4,165 -74%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$32.5K -$826 -34 -3%
AF
139
Allworth Financial
California
$30.7K
PD
140
Point72 (DIFC)
United Arab Emirates
$29.1K +$28.9K +1,189 New
SCM
141
Sterling Capital Management
North Carolina
$26.1K +$22.9K +945 +794%
ACM
142
Aquatic Capital Management
Illinois
$21.8K +$21.6K +890 New
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$20.2K +$1.12K +46 +6%
SAM
144
Smartleaf Asset Management
Massachusetts
$20K +$17.1K +705 +597%
FHA
145
First Horizon Advisors
Tennessee
$18.1K
Osaic Holdings
146
Osaic Holdings
Arizona
$11K +$388 +16 +4%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$8.87K
MAM
148
Meeder Asset Management
Ohio
$5.81K -$35.8K -1,476 -86%
QCG
149
Quadrant Capital Group
Ohio
$5.22K
SPIA
150
Steward Partners Investment Advisory
New York
$3.67K -$6.07K -250 -63%

HFWA Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q4 2024, worth a combined $679M — up 13% from $602M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HFWA positions and 15 closed out — a net gain of 6 holders — while 52 added to existing stakes and 61 trimmed.

The largest buyer was Jennison Associates, adding an estimated $11.3M. The largest seller was Bank of New York Mellon, cutting an estimated $7.56M.

  • 170 institutional investors held Heritage Financial (HFWA) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $679M of Heritage Financial stock for Q4 2024, up 13% quarter-over-quarter.
  • 21 funds opened new Heritage Financial positions in Q4 2024 and 15 closed out, a net change of +6 holders.
  • The largest Heritage Financial buyer in Q4 2024 was Jennison Associates, an estimated $11.3M added.
  • The largest Heritage Financial seller in Q4 2024 was Bank of New York Mellon, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.