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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $496M invested in Heritage Financial in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 47 increasing their positions, 62 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+19
Holders Change %
+13.01%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
47
Reduced
62
Closed
13
Calls
$50K
Puts
$38K
Net Calls
+$12K
Net Calls Change
-$81K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$18.3M
2
MCM
2
Maltese Capital Management
New York
$2.88M
3
Millennium Management
3
Millennium Management
New York
$1.52M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$6.03M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$8.31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$30.7M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$0
4
BlackRock
4
BlackRock
New York
$89.8M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Spire Wealth Management
Virginia
$1.28K -$343 -19 -21%
S
152
SignatureFD
Georgia
$1.14K – – –
C
153
Covestor
United Kingdom
$1K +$75 +3 +8%
VCM
154
Versant Capital Management
Arizona
$920 – – –
UB
155
UMB Bank
Missouri
$631 +$631 +35 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$614 – – –
CAM
157
ClariVest Asset Management
California
$505 – – –
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$469 – – –
FFA
159
Farther Finance Advisors
California
$465 -$179 -10 -28%
PS
160
Principal Securities
Iowa
$379 +$235 +13 +163%
BGAI
161
Bruce G. Allen Investments
Colorado
$361 +$144 +8 +67%
RIL
162
Rothschild Investment LLC
Illinois
$270 +$180 +10 +200%
AF
163
Advisornet Financial
Minnesota
$198 – – –
LFG
164
Larson Financial Group
Missouri
$72 +$72 +4 New
TFM
165
TFC Financial Management
Massachusetts
$19 +$19 +1 New
Allspring Global Investments
166
Allspring Global Investments
North Carolina
– -$2.49M -128,587 Closed
HSBC Holdings
167
HSBC Holdings
United Kingdom
– -$1.64M -84,618 Closed
NL
168
NWAM LLC
Washington
– -$1.03M -54,853 Closed
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
– -$493K -25,409 Closed
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$470K -24,249 Closed
NYLIM
171
New York Life Investment Management
New York
– -$378K -19,517 Closed
AIG
172
American International Group
New York
– -$363K -18,725 Closed
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
– -$341K -15,919 Closed
SC
174
Savant Capital
Illinois
– -$223K -11,477 Closed
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
– -$39.7K -2,045 Closed
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