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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
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

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
126
CGC Financial Services
Oregon
$151K – – –
SG Americas Securities
127
SG Americas Securities
New York
$148K -$116K -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 +$3.21K +131 +3%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$97.7K +$80.8K +3,296 +476%
PAS
131
Point72 Asia (Singapore)
Singapore
$87K +$73K +2,979 +519%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$86K +$5.49K +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 +$1.72K +70 +4%
ME
136
McIlrath & Eck
Washington
$41.6K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$35.7K -$102K -4,165 -74%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$32.5K -$833 -34 -3%
AF
139
Allworth Financial
California
$30.7K – – –
PD
140
Point72 (DIFC)
United Arab Emirates
$29.1K +$29.1K +1,189 New
SCM
141
Sterling Capital Management
North Carolina
$26.1K +$23.2K +945 +794%
ACM
142
Aquatic Capital Management
Illinois
$21.8K +$21.8K +890 New
MPWT
143
MassMutual Private Wealth & Trust
Connecticut
$20.2K +$1.13K +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 +$392 +16 +4%
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$8.87K – – –
MAM
148
Meeder Asset Management
Ohio
$5.81K -$36.2K -1,476 -86%
QCG
149
Quadrant Capital Group
Ohio
$5.22K – – –
SPIA
150
Steward Partners Investment Advisory
New York
$3.68K -$6.13K -250 -63%
4 5
6
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