We are live on ! Find out more
HFWA icon

Heritage Financial

170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $602M → $679M (+$76.7M)

3% more funds holding

Funds holding: 165170 (+5)

0.97% more ownership

Funds ownership: 80.18%81.14% (+0.97%)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

71% less call options, than puts

Call options by funds: $5K | Put options by funds: $17K

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
151
Red Tortoise LLC
Georgia
$3.65K
Bessemer Group
152
Bessemer Group
New Jersey
$3K
UB
153
UMB Bank
Missouri
$2.25K
SWM
154
Spire Wealth Management
Virginia
$2.13K
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.11K
S
156
SignatureFD
Georgia
$1.54K
AAP
157
Arax Advisory Partners
Colorado
$1.25K -$1.99K -82 -62%
VCM
158
Versant Capital Management
Arizona
$1.25K
EWA
159
EverSource Wealth Advisors
Alabama
$1K +$995 +41 New
C
160
Covestor
United Kingdom
$1K +$97 +4 +19%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$809 -$24 -1 -3%
CSWM
162
Cassady Schiller Wealth Management
Ohio
$760 +$753 +31 New
HNB
163
Huntington National Bank
Ohio
$711 +$704 +29 New
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$637
FFA
165
Farther Finance Advisors
California
$637
PS
166
Principal Securities
Iowa
$515
RIL
167
Rothschild Investment LLC
Illinois
$490 -$850 -35 -64%
BGAI
168
Bruce G. Allen Investments
Colorado
$490
IA
169
IFP Advisors
Florida
$122 +$121 +5 New
LFG
170
Larson Financial Group
Missouri
$98
Boston Partners
171
Boston Partners
Massachusetts
-$1.2M -54,947 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
-$867K -39,844 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
-$782K -35,933 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
-$660K -30,331 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
-$443K -20,311 Closed

HFWA Hedge Fund Activity: Q4 2024 in Review

170 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q4 2024, worth a combined $679M — up 13% from $602M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HFWA positions and 15 closed out — a net gain of 6 holders — while 52 added to existing stakes and 61 trimmed.

The largest buyer was Jennison Associates, adding an estimated $11.3M. The largest seller was Bank of New York Mellon, cutting an estimated $7.56M.

  • 170 institutional investors held Heritage Financial (HFWA) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $679M of Heritage Financial stock for Q4 2024, up 13% quarter-over-quarter.
  • 21 funds opened new Heritage Financial positions in Q4 2024 and 15 closed out, a net change of +6 holders.
  • The largest Heritage Financial buyer in Q4 2024 was Jennison Associates, an estimated $11.3M added.
  • The largest Heritage Financial seller in Q4 2024 was Bank of New York Mellon, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.