Heritage Financial
HFWA
HFWA
152 hedge funds and large institutions have $691M invested in Heritage Financial in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
46
Reduced
57
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
$38.3M |
| 2 |
Goldman Sachs
New York
|
$24.8M |
| 3 |
JPMorgan Chase & Co
New York
|
$819K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
$39.4M |
| 5 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
$6.87M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
151
Rockefeller Capital Management
New York
| $1K | – | – | – |
|
|
JAM
152
Jacobs Asset Management
New York
| – | -$2.38M | -94,830 | Closed |
|
|
PCM
153
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$2.32M | -91,067 | Closed |
|
154
Man Group
London,
United Kingdom
| – | -$330K | -13,184 | Closed |
|
155
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$322K | -12,769 | Closed |
|
156
Squarepoint
New York
| – | -$318K | -12,703 | Closed |
|
|
BCM
157
BHZ Capital Management
San Jose,
California
| – | -$305K | -12,189 | Closed |
|
158
Simplex Trading
Chicago,
Illinois
| – | -$46K | -1,874 | Closed |
|
|
T
159
TCWP
Beachwood,
Ohio
| – | -$2K | -102 | Closed |
|
|
TFO
160
Tarbox Family Office
Newport Beach,
California
| – | -$3K | -101 | Closed |
|