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Heritage Financial
HFWA

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.

New
Increased
Maintained
Reduced
Closed
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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1
Forest Hill Capital
Arkansas
$15.6M +$14.8M +1,061,924 New
ICOM
2
Investment Counselors of Maryland
Maryland
$9.66M +$9.21M +659,500 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.38M +$8.95M +640,479 New
ECA
4
Endeavour Capital Advisors
Connecticut
$9.18M +$8.75M +626,346 New
American Century Companies
5
American Century Companies
Missouri
$9.02M +$8.6M +615,723 New
BFC
6
Banc Funds Company
Illinois
$8.42M +$8.03M +574,949 New
Goldman Sachs
7
Goldman Sachs
New York
$8.13M +$7.76M +555,219 New
MCM
8
Maltese Capital Management
New York
$6.87M +$6.55M +468,600 New
BIT
9
BlackRock Institutional Trust
California
$6.72M +$6.41M +459,006 New
BFA
10
BlackRock Fund Advisors
California
$5.82M +$5.55M +397,272 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.72M +$5.46M +390,529 New
Vanguard Group
12
Vanguard Group
Pennsylvania
$4.99M +$4.76M +340,505 New
HA
13
Heartland Advisors
Wisconsin
$4.39M +$4.19M +300,000 New
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.22M +$4.02M +287,852 New
FPA
15
First Pacific Advisors
California
$4.03M +$3.84M +275,000 New
State Street
16
State Street
Massachusetts
$3.58M +$3.41M +244,312 New
Northern Trust
17
Northern Trust
Illinois
$3.02M +$2.88M +206,048 New
BCM
18
Bridgeway Capital Management
Texas
$2.59M +$2.47M +176,960 New
SCA
19
Stieven Capital Advisors
Missouri
$2.39M +$2.28M +163,274 New
Boston Partners
20
Boston Partners
Massachusetts
$1.89M +$1.8M +128,953 New
1IC
21
1919 Investment Counsel
Maryland
$1.75M +$1.67M +119,300 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.21M +$1.16M +82,821 New
KCM
23
Kennedy Capital Management
Missouri
$1.21M +$1.16M +82,851 New
KeyBank National Association
24
KeyBank National Association
Ohio
$1.19M +$1.13M +80,919 New
TCIM
25
TIAA CREF Investment Management
New York
$1.11M +$1.06M +75,618 New
1
2 3

HFWA Hedge Fund Activity: Q2 2013 in Review

68 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q2 2013, worth a combined $143M.

Buyers outnumbered sellers: 68 funds opened new HFWA positions and 0 closed out — a net gain of 68 holders — while 0 added to existing stakes and 0 trimmed.

  • 68 institutional investors held Heritage Financial (HFWA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $143M of Heritage Financial stock for Q2 2013.
  • 68 funds opened new Heritage Financial positions in Q2 2013 and 0 closed out, a net change of +68 holders.

Based on aggregated 13F filings for Q2 2013.