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Heritage Financial

181 hedge funds and large institutions have $789M invested in Heritage Financial in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 58 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+32
Holders Change %
+21.48%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
58
Reduced
54
Closed
6
Calls
$126K
Puts
$175K
Net Calls
-$49K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
151
Osaic Holdings
Arizona
$68K -$393 -13 -0.6%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$64.6K
TRCT
153
Tower Research Capital (TRC)
New York
$63K -$136K -4,424 -68%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$62.7K
Dimensional Fund Advisors
155
Dimensional Fund Advisors
Texas
$62.2K +$309 +10,083 +0.5%
SWA
156
Sutton Wealth Advisors
Florida
$51.1K
CAS
157
Coppell Advisory Solutions
Texas
$41.6K +$41.6K +1,357 New
CASC
158
Coppell Advisory Solutions Corp
Texas
$41.6K +$41.6K +1,357 New
FHA
159
First Horizon Advisors
Tennessee
$40.4K -$2.64K -86 -6%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$28.1K -$7.54K -246 -21%
MIM
161
Macroview Investment Management
Maryland
$10K +$10K +327 New
VCM
162
Versant Capital Management
Arizona
$9.41K -$153 -5 -2%
QCG
163
Quadrant Capital Group
Ohio
$8.7K +$2.94K +96 +51%
QL
164
Quarry LP
New York
$5.94K +$5.94K +194 New
AssetMark Inc
165
AssetMark Inc
California
$5.45K -$61 -2 -1%
BTI
166
Blue Trust Inc
Georgia
$5K +$2.5K +90 +100%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$4K -$6.16K -188 -61%
Bessemer Group
168
Bessemer Group
New Jersey
$4K
BAM
169
Belpointe Asset Management
Nevada
$3.68K +$3.68K +120 New
EWA
170
EverSource Wealth Advisors
Alabama
$2.27K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$2K
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$2K
CAM
173
ClariVest Asset Management
California
$2K +$2K +52 New
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +58 New
S
175
SignatureFD
Georgia
$1.93K