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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $545M invested in Heritage Financial in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-16
Holders Change %
-9.88%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
48
Reduced
53
Closed
27
Calls
$107K
Puts
$14K
Net Calls
+$93K
Net Calls Change
-$35K

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$14.6M
2
Charles Schwab
Charles Schwab
California
+$5.33M
3
DIA
Dana Investment Advisors
Wisconsin
+$4.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.08M
5
US Bancorp
US Bancorp
Minnesota
+$2.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.97M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$4.69M
3
FHC
Forest Hill Capital
Arkansas
-$4.53M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.66M
5
OAM
Oberweis Asset Management
Illinois
-$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
151
Wellington Management Group
Massachusetts
– -$1.6M -74,900 Closed
CSS
152
Cubist Systematic Strategies
Connecticut
– -$1.41M -66,138 Closed
GCP
153
GSA Capital Partners
United Kingdom
– -$1.01M -47,228 Closed
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
– -$809K -37,842 Closed
AG
155
Algert Global
California
– -$685K -32,047 Closed
DZ Bank
156
DZ Bank
Germany
– -$509K -23,787 Closed
A
157
AlphaQuest
New York
– -$458K -21,399 Closed
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
– -$426K -19,922 Closed
Jane Street
159
Jane Street
New York
– -$423K -19,795 Closed
OQS
160
Occudo Quantitative Strategies
Florida
– -$348K -16,290 Closed
HF
161
HRT Financial
New York
– -$341K -15,946 Closed
EGM
162
Engineers Gate Manager
New York
– -$258K -12,071 Closed
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
– -$241K -11,247 Closed
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
– -$224K -10,481 Closed
AIM
165
Aigen Investment Management
New York
– -$214K -10,003 Closed
ASRS
166
Arizona State Retirement System
Arizona
– -$210K -9,798 Closed
EC
167
Elequin Capital
New York
– -$141K -6,614 Closed
ACM
168
Aquatic Capital Management
Illinois
– -$133K -6,200 Closed
Lazard Asset Management
169
Lazard Asset Management
New York
– -$80K -3,763 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
– -$19.3K -900 Closed
AssetMark Inc
171
AssetMark Inc
California
– -$4.62K -216 Closed
BTI
172
Blue Trust Inc
Georgia
– -$2K -98 Closed
PWMG
173
Private Wealth Management Group
New Jersey
– -$1.11K -52 Closed
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