Heritage Financial
HFWA
HFWA
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 |
1
Jennison Associates
New York
|
$54.1M |
| 2 |
2
Invesco
Atlanta,
Georgia
|
$9.05M |
| 3 |
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
$3.75M |
| 4 |
4
Russell Investments Group
London,
United Kingdom
|
$3.53M |
| 5 |
5
JPMorgan Chase & Co
New York
|
$5.54M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
DTL
176
Dynamic Technology Lab
Singapore
| – | -$338K | -15,546 | Closed |
|
177
Allianz Asset Management
Munich,
Germany
| – | -$222K | -10,200 | Closed |
|
178
Acadian Asset Management
Boston,
Massachusetts
| – | -$115K | -5,316 | Closed |
|
179
KBC Group
Brussels,
Belgium
| – | -$41K | -1,884 | Closed |
|
|
A
180
AlphaQuest
New York
| – | -$10.5K | -484 | Closed |
|
|
QL
181
Quarry LP
New York
| – | -$4.14K | -190 | Closed |
|
|
BTI
182
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1.62K | -90 | Closed |
|
|
CPA
183
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.02K | -47 | Closed |
|
|
AF
184
Advisornet Financial
Minnetonka,
Minnesota
| – | -$239 | -11 | Closed |
|
|
MFG
185
Mendota Financial Group
Madison,
Wisconsin
| – | -$88 | -4 | Closed |
|