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Heritage Financial
HFWA

Overview Fund Activity

162 hedge funds and large institutions have $595M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
60
Reduced
60
Closed
14
Calls
$137K
Puts
$9K
Net Calls
+$128K
Net Calls Change
+$149K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$21.3M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$3.93M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$22.8M
4
American Century Companies
American Century Companies
Missouri
$3.95M
5
Vanguard Group
Vanguard Group
Pennsylvania
$57.2M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.69M
2
AllianceBernstein
AllianceBernstein
Tennessee
$42.6M
3
FL
Fourthstone LLC
Missouri
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.31M
5
CSS
Cubist Systematic Strategies
Connecticut
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$1.35K – – –
PWMG
152
Private Wealth Management Group
New Jersey
$1.11K +$1.11K +52 New
VCM
153
Versant Capital Management
Arizona
$1.09K -$877 -41 -45%
C
154
Covestor
United Kingdom
$1K -$203 -12 -17%
SWM
155
Spire Wealth Management
Virginia
$943 -$103 -5 -10%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$728 -$1.46K -68 -67%
FFA
157
Farther Finance Advisors
California
$642 +$642 +30 New
CAM
158
ClariVest Asset Management
California
$599 – – –
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$556 – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$535 +$535 +25 New
AF
161
Advisornet Financial
Minnesota
$235 +$235 +11 New
PS
162
Principal Securities
Iowa
$171 +$171 +8 New
FL
163
Fourthstone LLC
Missouri
– -$4.41M -270,184 Closed
Squarepoint
164
Squarepoint
New York
– -$627K -38,412 Closed
Franklin Resources
165
Franklin Resources
California
– -$583K -35,735 Closed
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$382K -23,431 Closed
SAG
167
SageView Advisory Group
California
– -$222K -13,606 Closed
ACA
168
Aspire Capital Advisors
Washington
– -$200K -12,270 Closed
SFA
169
Sequoia Financial Advisors
Ohio
– -$184K -11,256 Closed
CC
170
Centiva Capital
New York
– -$166K -10,180 Closed
SG Americas Securities
171
SG Americas Securities
New York
– -$145K -8,909 Closed
PMEF
172
Point72 Middle East FZE
United Arab Emirates
– -$86.4K -5,298 Closed
QT
173
Quantbot Technologies
New York
– -$81.6K -5,000 Closed
CAS
174
Coppell Advisory Solutions
Texas
– -$41.6K -1,357 Closed
CCP
175
Carmel Capital Partners
California
– -$3.02K -185 Closed
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