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Heritage Financial
HFWA

Overview Fund Activity

68 hedge funds and large institutions have $143M invested in Heritage Financial in 2013 Q2 according to their latest regulatory filings, with 68 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
68
Holders Change
+68
Holders Change %
–
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
68
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHC
1
Forest Hill Capital
Arkansas
$15.6M
2
ICOM
2
Investment Counselors of Maryland
Maryland
$9.66M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.38M
4
ECA
4
Endeavour Capital Advisors
Connecticut
$9.18M
5
American Century Companies
5
American Century Companies
Missouri
$9.02M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
1
Forest Hill Capital
Arkansas
$15.6M 1,061,924 +1,061,924 New
ICOM
2
Investment Counselors of Maryland
Maryland
$9.66M 659,500 +659,500 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.38M 640,479 +640,479 New
ECA
4
Endeavour Capital Advisors
Connecticut
$9.18M 626,346 +626,346 New
American Century Companies
5
American Century Companies
Missouri
$9.02M 615,723 +615,723 New
BFC
6
Banc Funds Company
Illinois
$8.42M 574,949 +574,949 New
Goldman Sachs
7
Goldman Sachs
New York
$8.13M 555,219 +555,219 New
MCM
8
Maltese Capital Management
New York
$6.87M 468,600 +468,600 New
BIT
9
BlackRock Institutional Trust
California
$6.72M 459,006 +459,006 New
BFA
10
BlackRock Fund Advisors
California
$5.82M 397,272 +397,272 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.72M 390,529 +390,529 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$4.99M 340,505 +340,505 New
HA
13
Heartland Advisors
Wisconsin
$4.4M 300,000 +300,000 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22M 287,852 +287,852 New
FPA
15
First Pacific Advisors
California
$4.03M 275,000 +275,000 New
State Street
16
State Street
Massachusetts
$3.58M 244,312 +244,312 New
Northern Trust
17
Northern Trust
Illinois
$3.02M 206,048 +206,048 New
BCM
18
Bridgeway Capital Management
Texas
$2.59M 176,960 +176,960 New
SCA
19
Stieven Capital Advisors
Missouri
$2.39M 163,274 +163,274 New
Boston Partners
20
Boston Partners
Massachusetts
$1.89M 128,953 +128,953 New
1IC
21
1919 Investment Counsel
Maryland
$1.75M 119,300 +119,300 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.21M 82,821 +82,821 New
KCM
23
Kennedy Capital Management
Missouri
$1.21M 82,851 +82,851 New
KeyBank National Association
24
KeyBank National Association
Ohio
$1.19M 80,919 +80,919 New
TCIM
25
TIAA CREF Investment Management
New York
$1.11M 75,618 +75,618 New
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