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Heritage Financial
HFWA

Overview Fund Activity

165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$37.9M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.3M
5
NL
5
NWAM LLC
Washington
$1.19M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$14.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
HA
3
Heartland Advisors
Wisconsin
$5.99M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$1.62K +$1.62K +90 New
S
152
SignatureFD
Georgia
$1.37K – – –
RIL
153
Rothschild Investment LLC
Illinois
$1.2K +$871 +40 +267%
VCM
154
Versant Capital Management
Arizona
$1.11K – – –
CPA
155
Capital Performance Advisors
California
$1.02K +$1.02K +47 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$741 – – –
FFA
157
Farther Finance Advisors
California
$566 – – –
FMII
158
Farmers & Merchants Investments Inc
Nebraska
$566 – – –
CAM
159
ClariVest Asset Management
California
$505 – – –
PS
160
Principal Securities
Iowa
$457 – – –
BGAI
161
Bruce G. Allen Investments
Colorado
$435 – – –
AF
162
Advisornet Financial
Minnesota
$239 – – –
MFG
163
Mendota Financial Group
Wisconsin
$88 +$88 +4 New
LFG
164
Larson Financial Group
Missouri
$87 – – –
MCM
165
Maltese Capital Management
New York
– -$2.88M -160,000 Closed
PCM
166
Penn Capital Management
Pennsylvania
– -$1.46M -80,870 Closed
GCP
167
GSA Capital Partners
United Kingdom
– -$974K -54,007 Closed
TPSF
168
Texas Permanent School Fund
Texas
– -$881K -48,874 Closed
Stifel Financial
169
Stifel Financial
Missouri
– -$621K -34,466 Closed
CIC
170
Cornercap Investment Counsel
Georgia
– -$557K -30,907 Closed
N
171
Numerai
California
– -$509K -28,218 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
– -$425K -23,594 Closed
JF
173
Jump Financial
Illinois
– -$285K -15,800 Closed
Lazard Asset Management
174
Lazard Asset Management
New York
– -$123K -6,880 Closed
QT
175
Quantbot Technologies
New York
– -$79.1K -4,386 Closed
4 5 6
7
8