Heritage Financial
HFWA
73 hedge funds and large institutions have $143M invested in Heritage Financial in 2013 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
7% more funds holding
Funds holding: 68 → 73 (+5)
1% less capital invested
Capital invested by funds: $143M → $143M (-$813K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$6.34M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$1.58M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$1.47M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$692K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.38M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$6.87M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$474K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$392K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$314K |
HFWA Hedge Fund Activity: Q3 2013 in Review
73 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2013, worth a combined $143M — down 0.57% from $143M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HFWA positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 21 trimmed.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $6.34M. The largest seller was Wellington Management Group, exiting entirely with an estimated $9.38M sold.
- 73 institutional investors held Heritage Financial (HFWA) as of Q3 2013, up from 68 in Q2 2013.
- Funds reported $143M of Heritage Financial stock for Q3 2013, down 0.57% quarter-over-quarter.
- 10 funds opened new Heritage Financial positions in Q3 2013 and 5 closed out, a net change of +5 holders.
- The largest Heritage Financial buyer in Q3 2013 was DePrince Race & Zollo Inc (DRZ), an estimated $6.34M added.
- The largest Heritage Financial seller in Q3 2013 was Wellington Management Group, an estimated $9.38M sold.
Based on aggregated 13F filings for Q3 2013.