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Heritage Financial
HFWA

Overview Fund Activity

143 hedge funds and large institutions have $904M invested in Heritage Financial in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-5
Holders Change %
-3.38%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
51
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
O
OppenheimerFunds
New York
+$4.08M
2
Invesco
Invesco
Georgia
+$3.96M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.92M
4
Jennison Associates
Jennison Associates
New York
+$3.64M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.29M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.08M
2
State Street
State Street
Massachusetts
-$3.93M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$2.49M
4
AIS
AlphaOne Investment Services
Pennsylvania
-$1.87M
5
KCM
Kennedy Capital Management
Missouri
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
151
First Hawaiian Bank
Hawaii
– -$28K -951 Closed
PO
152
Private Ocean
California
– -$11K -356 Closed
JA
153
JOYN Advisors
Georgia
– -$1K -18 Closed
3 4 5 6
7