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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
– -$464K -19,000 Closed
CM
152
Caption Management
Oklahoma
– -$366K -15,000 Closed
EGM
153
Engineers Gate Manager
New York
– -$356K -14,546 Closed
ProShare Advisors
154
ProShare Advisors
Maryland
– -$212K -8,681 Closed
Lazard Asset Management
155
Lazard Asset Management
New York
– -$29K -1,227 Closed
CA
156
CoreCap Advisors
Michigan
– -$5K -210 Closed
CWP
157
Concord Wealth Partners
Virginia
– -$3K -123 Closed
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
– -$2K -65 Closed
3 4 5 6
7