Heritage Financial
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.
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: 165 → 170 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$11.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$4.75M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.72M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$2.73M |
| 5 |
JP Morgan Chase
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$7.56M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.61M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.24M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.78M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
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 |
|
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.