Heritage Financial
HFWA
HFWA
162 hedge funds and large institutions have $445M invested in Heritage Financial in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 22 closing their positions.
Holders
162
Holders Change
+3
Holders Change %
+1.89%
% of All Funds
2.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
60
Reduced
53
Closed
22
Calls
$19K
Puts
$217K
Net Calls
-$198K
Net Calls Change
-$185K
Top Buyers
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EGM
176
Engineers Gate Manager
New York
| – | – | -13,260 | Closed |
|
|
ASRS
177
Arizona State Retirement System
Phoenix,
Arizona
| – | – | -10,171 | Closed |
|
|
HNB
178
Huntington National Bank
Columbus,
Ohio
| – | – | -267 | Closed |
|
|
BAM
179
Belpointe Asset Management
Reno,
Nevada
| – | – | -120 | Closed |
|
|
EWA
180
EverSource Wealth Advisors
Birmingham,
Alabama
| – | – | -74 | Closed |
|
181
Nisa Investment Advisors
St. Louis,
Missouri
| – | – | -30 | Closed |
|
182
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | – | -22 | Closed |
|
|
ASN
183
Advisory Services Network
Atlanta,
Georgia
| – | – | -12 | Closed |
|
|
CFGS
184
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
|
C
185
Covestor
London,
United Kingdom
| $0 | 18 | +3 | +20% |
|