Heritage Financial
HFWA
HFWA
133 hedge funds and large institutions have $556M invested in Heritage Financial in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
1% less funds holding
Funds holding: 135 → 133 (-2)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
133
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$51.3M | |
| 2 | +$11.3M | |
| 3 | +$9.16M | |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$6.26M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
+$3.13M |
Top Sellers
| 1 | -$10.1M | |
| 2 | -$5.15M | |
| 3 | -$4.27M | |
| 4 |
PMG
Private Management Group
Irvine,
California
|
-$3.13M |
| 5 |
JAM
Jacobs Asset Management
New York
|
-$2.98M |