Heritage Financial
HFWA
142 hedge funds and large institutions have $743M invested in Heritage Financial in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 14 closing their positions.
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
8% more funds holding
Funds holding: 131 → 142 (+11)
8% more capital invested
Capital invested by funds: $689M → $743M (+$53.7M)
2.51% more ownership
Funds ownership: 78.11% → 80.61% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.44M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$8.29M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.06M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$16.1M |
| 2 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$11.8M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$8.41M |
| 4 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$5.69M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$5M |
HFWA Hedge Fund Activity: Q4 2017 in Review
142 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q4 2017, worth a combined $743M — up 7.8% from $689M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HFWA positions and 14 closed out — a net gain of 11 holders — while 48 added to existing stakes and 48 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $22.5M. The largest seller was NWQ Investment Management Company, cutting an estimated $16.1M.
- 142 institutional investors held Heritage Financial (HFWA) as of Q4 2017, up from 131 in Q3 2017.
- Funds reported $743M of Heritage Financial stock for Q4 2017, up 7.8% quarter-over-quarter.
- 25 funds opened new Heritage Financial positions in Q4 2017 and 14 closed out, a net change of +11 holders.
- The largest Heritage Financial buyer in Q4 2017 was AllianceBernstein, an estimated $22.5M added.
- The largest Heritage Financial seller in Q4 2017 was NWQ Investment Management Company, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2017.