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Heritage Financial

148 hedge funds and large institutions have $882M invested in Heritage Financial in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
3.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
56
Reduced
45
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CL
151
CPWM LLC
Washington
-$536K -15,241 Closed
QI
152
QS Investors
New York
-$475K -13,526 Closed
BFM
153
Boothbay Fund Management
New York
-$408K -11,600 Closed
VF
154
Virtu Financial
New York
-$311K -8,852 Closed
MWM
155
Merriman Wealth Management
Washington
-$278K -7,922 Closed
AQR Capital Management
156
AQR Capital Management
Connecticut
-$275K -7,815 Closed
HighTower Advisors
157
HighTower Advisors
Illinois
-$273K -7,764 Closed
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$264K -7,504 Closed
PA
159
Profund Advisors
Maryland
-$223K -6,353 Closed
MS
160
Marshall & Sullivan
Washington
-$216K -6,144 Closed
QT
161
Quantbot Technologies
New York
-$10K -302 Closed