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Heritage Financial

147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+20
Holders Change %
+15.75%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
44
Reduced
50
Closed
5
Calls
$1.4M
Puts
$237K
Net Calls
+$1.16M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
-$54 -2,100 Closed
MAM
152
Meeder Asset Management
Ohio
-$2K -96 Closed