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Heritage Financial
HFWA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Heritage Financial in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
46
Reduced
57
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$154M
2
Ameriprise
Ameriprise
Minnesota
$26.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
$63.1M
4
AR
Advisory Research
Illinois
$9.41M
5
Jennison Associates
Jennison Associates
New York
$8.47M

Top Sellers

1
Millennium Management
Millennium Management
New York
$0
2
PCM
Penn Capital Management
Pennsylvania
$696K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.19M
4
BCM
Bridgeway Capital Management
Texas
$0
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3K +100 New
AssetMark Inc
152
AssetMark Inc
California
$2K – – –
Millennium Management
153
Millennium Management
New York
– -$14.5M -473,735 Closed
BCM
154
Bridgeway Capital Management
Texas
– -$3.38M -110,362 Closed
EPCA
155
Elizabeth Park Capital Advisors
Ohio
– -$3.02M -98,627 Closed
CEP
156
Chicago Equity Partners
Illinois
– -$2.66M -87,020 Closed
3C
157
361 Capital
Colorado
– -$1.48M -48,429 Closed
GCP
158
GSA Capital Partners
United Kingdom
– -$1.14M -37,326 Closed
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
– -$1.12M -36,711 Closed
Wellington Management Group
160
Wellington Management Group
Massachusetts
– -$718K -23,457 Closed
Marshall Wace
161
Marshall Wace
United Kingdom
– -$542K -17,700 Closed
QSS
162
Quantitative Systematic Strategies
Florida
– -$467K -15,263 Closed
HCM
163
Highbridge Capital Management
New York
– -$447K -14,594 Closed
EGM
164
Engineers Gate Manager
New York
– -$446K -14,589 Closed
MWNA
165
Marshall Wace North America
New York
– -$382K -12,489 Closed
Squarepoint
166
Squarepoint
New York
– -$294K -9,594 Closed
SCA
167
Secor Capital Advisors
New York
– -$276K -9,009 Closed
FCM
168
FJ Capital Management
Virginia
– -$245K -8,000 Closed
TI
169
Trexquant Investment
Connecticut
– -$235K -7,694 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
– -$221K -7,215 Closed
DTL
171
Dynamic Technology Lab
Singapore
– -$220K -7,174 Closed
QT
172
Quantbot Technologies
New York
– -$183K -5,996 Closed
MAM
173
Meeder Asset Management
Ohio
– -$31K -1,018 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$21K -683 Closed
SFM
175
Signet Financial Management
New Jersey
– -$1K -36 Closed
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