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Heritage Financial
HFWA

Overview Fund Activity

142 hedge funds and large institutions have $743M invested in Heritage Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
3.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
48
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$22.5M
2
Ameriprise
Ameriprise
Minnesota
+$8.44M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$8.29M
4
American Century Companies
American Century Companies
Missouri
+$5.06M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.67M

Top Sellers

1
NIMC
NWQ Investment Management Company
California
-$16.1M
2
MCA
Mendon Capital Advisors
Florida
-$11.8M
3
NC
Northpointe Capital
Michigan
-$8.41M
4
ICOM
Investment Counselors of Maryland
Maryland
-$5.69M
5
MAM
Martingale Asset Management
Massachusetts
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
151
GSA Capital Partners
United Kingdom
– -$1.19M -40,439 Closed
OAM
152
Oxford Asset Management
United Kingdom
– -$1.08M -36,635 Closed
PRCP
153
Pacific Ridge Capital Partners
Oregon
– -$857K -29,039 Closed
BCM
154
BHZ Capital Management
California
– -$331K -11,209 Closed
SG Americas Securities
155
SG Americas Securities
New York
– -$131K -4,442 Closed
3 4 5 6
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