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Heritage Financial
HFWA

Overview Fund Activity

149 hedge funds and large institutions have $734M invested in Heritage Financial in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
2.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
55
Reduced
47
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$6.51M
2
Invesco
2
Invesco
Georgia
$30.2M
3
SCA
3
Stieven Capital Advisors
Missouri
$9.85M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.5M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$6.11M
2
Victory Capital Management
2
Victory Capital Management
Texas
$25.2M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$12.5M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
151
ExodusPoint Capital Management
New York
– -$731K -29,042 Closed
CSS
152
Cubist Systematic Strategies
Connecticut
– -$649K -25,814 Closed
Renaissance Technologies
153
Renaissance Technologies
New York
– -$548K -21,789 Closed
MSRPS
154
Maryland State Retirement & Pension System
Maryland
– -$361K -14,358 Closed
AWS
155
Atria Wealth Solutions
New York
– -$314K -12,485 Closed
TI
156
Trexquant Investment
Connecticut
– -$269K -10,682 Closed
MFS
157
Mirabella Financial Services
United Kingdom
– -$253K -10,060 Closed
SG Americas Securities
158
SG Americas Securities
New York
– -$232K -9,228 Closed
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
– -$213K -8,467 Closed
JF
160
Jump Financial
Illinois
– -$212K -8,432 Closed
PP
161
PDT Partners
New York
– -$208K -8,262 Closed
GC
162
Guggenheim Capital
Illinois
– -$205K -8,149 Closed
MS
163
Marshall & Sullivan
Washington
– -$154K -6,144 Closed
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
– -$103K -4,087 Closed
QT
165
Quantbot Technologies
New York
– -$77K -3,100 Closed
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
– -$59K -2,349 Closed
GCM
167
Gladius Capital Management
Illinois
– -$25K -970 Closed
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