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Heritage Financial
HFWA

Overview Fund Activity

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
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
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

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$2.01K -82 -62%
VCM
158
Versant Capital Management
Arizona
$1.25K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$1.01K +$1.01K +41 New
C
160
Covestor
United Kingdom
$1K +$160 +4 +19%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$809 -$25 -1 -3%
CSWM
162
Cassady Schiller Wealth Management
Ohio
$760 +$760 +31 New
HNB
163
Huntington National Bank
Ohio
$711 +$711 +29 New
FFA
164
Farther Finance Advisors
California
$637 – – –
FMII
165
Farmers & Merchants Investments Inc
Nebraska
$637 – – –
PS
166
Principal Securities
Iowa
$515 – – –
RIL
167
Rothschild Investment LLC
Illinois
$490 -$858 -35 -64%
BGAI
168
Bruce G. Allen Investments
Colorado
$490 – – –
IA
169
IFP Advisors
Florida
$122 +$122 +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
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