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Heritage Financial
HFWA

Overview Fund Activity

159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-22
Holders Change %
-12.15%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
59
Reduced
59
Closed
35
Calls
$4K
Puts
$17K
Net Calls
-$13K
Net Calls Change
+$36K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.27M
2
BlackRock
BlackRock
New York
+$5.44M
3
CSS
Cubist Systematic Strategies
Connecticut
+$4.77M
4
GLA
Great Lakes Advisors
Illinois
+$3.64M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.83M

Top Sellers

1
SCA
Stieven Capital Advisors
Missouri
-$9.71M
2
DCM
Driehaus Capital Management
Illinois
-$5.25M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M
4
Goldman Sachs
Goldman Sachs
New York
-$3.8M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$1.35K – – –
PFBT
152
Parkside Financial Bank & Trust
Missouri
$1.31K +$107 +5 +9%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.39K -86 -70%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$1K -$1K -30 -50%
CAM
155
ClariVest Asset Management
California
$1K – – –
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$556 +$64 +3 +13%
ASN
157
Advisory Services Network
Georgia
$257 – – –
SCA
158
Stieven Capital Advisors
Missouri
– -$9.71M -316,888 Closed
DCM
159
Driehaus Capital Management
Illinois
– -$5.25M -171,281 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
160
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.97M -129,700 Closed
Robeco Institutional Asset Management
161
Robeco Institutional Asset Management
Netherlands
– -$3.49M -113,951 Closed
GC
162
Guggenheim Capital
Illinois
– -$1.18M -38,436 Closed
ADIM
163
Alpha DNA Investment Management
Maryland
– -$1.02M -33,322 Closed
EMFAT
164
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$986K -32,190 Closed
WAM
165
Wakefield Asset Management
Colorado
– -$735K -23,975 Closed
NYLIM
166
New York Life Investment Management
New York
– -$694K -22,638 Closed
E
167
Ergoteles
New York
– -$656K -21,394 Closed
QC
168
Quadrature Capital
United Kingdom
– -$605K -19,758 Closed
M1FG
169
Mach-1 Financial Group
Arkansas
– -$513K -16,753 Closed
AWM
170
AE Wealth Management
Kansas
– -$512K -16,712 Closed
Squarepoint
171
Squarepoint
New York
– -$508K -16,591 Closed
RA
172
Royce & Associates
New York
– -$412K -13,449 Closed
ECM
173
Everence Capital Management
Indiana
– -$389 -12,680 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
– -$311K -10,156 Closed
Jane Street
175
Jane Street
New York
– -$303K -9,890 Closed
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