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Heritage Financial
HFWA

Overview Fund Activity

157 hedge funds and large institutions have $444M invested in Heritage Financial in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-5
Holders Change %
-3.09%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
58
Reduced
64
Closed
19
Calls
$24K
Puts
$45K
Net Calls
-$21K
Net Calls Change
+$177K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$36.1M
2
AQR Capital Management
AQR Capital Management
Connecticut
$4.69M
3
FL
Fourthstone LLC
Missouri
$4.41M
4
RA
Royce & Associates
New York
$2.8M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$2.68M

Top Sellers

1
Invesco
Invesco
Georgia
$1.89M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$26.8M
3
Millennium Management
Millennium Management
New York
$1.49M
4
Goldman Sachs
Goldman Sachs
New York
$16.7M
5
KCM
Kennedy Capital Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$1.5K -$848 -52 -36%
S
152
SignatureFD
Georgia
$1.03K – – –
C
153
Covestor
United Kingdom
$1K +$746 +53 +294%
SWM
154
Spire Wealth Management
Virginia
$832 +$832 +51 New
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$424 – – –
KCM
156
Kennedy Capital Management
Missouri
– -$2.27M -140,229 Closed
DRZID
157
DePrince Race & Zollo Inc (DRZ)
Florida
– -$1.71M -105,761 Closed
N
158
Numerai
California
– -$808K -49,971 Closed
ETC
159
Exchange Traded Concepts
Oklahoma
– -$347K -21,489 Closed
Victory Capital Management
160
Victory Capital Management
Texas
– -$315K -19,476 Closed
QC
161
Quadrature Capital
United Kingdom
– -$298K -18,422 Closed
WG
162
Winton Group
United Kingdom
– -$293K -18,108 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
163
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$265K -16,400 Closed
GCM
164
Graham Capital Management
Connecticut
– -$228K -14,121 Closed
AA
165
ALPS Advisors
Colorado
– -$216K -13,340 Closed
XT
166
XTX Topco
Cayman Islands
– -$207K -12,782 Closed
Group One Trading
167
Group One Trading
Illinois
– -$105K -6,496 Closed
Lazard Asset Management
168
Lazard Asset Management
New York
– -$18K -1,134 Closed
QL
169
Quarry LP
New York
– -$9.83K -608 Closed
GCM
170
Gladius Capital Management
Illinois
– -$5.82K -360 Closed
Bessemer Group
171
Bessemer Group
New Jersey
– -$2K -146 Closed
JC
172
JCSD Capital
California
– -$1.62K -100 Closed
AWM
173
Abound Wealth Management
Tennessee
– -$405 -25 Closed
PA
174
Parallel Advisors
California
– -$356 -22 Closed
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