Heritage Financial
HFWA
149 hedge funds and large institutions have $803M invested in Heritage Financial in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 18 closing their positions.
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $743M → $803M (+$59.5M)
5% more funds holding
Funds holding: 142 → 149 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 53
3.48% less ownership
Funds ownership: 80.61% → 77.14% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$17.4M |
| 2 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$16.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$14.6M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$14.3M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$13.6M |
| 2 |
JP Morgan Chase
New York
|
-$10.5M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.28M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$5.06M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.5M |
HFWA Hedge Fund Activity: Q1 2018 in Review
149 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2018, worth a combined $803M — up 8% from $743M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HFWA positions and 18 closed out — a net gain of 7 holders — while 52 added to existing stakes and 53 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $17.4M. The largest seller was NWQ Investment Management Company, exiting entirely with an estimated $13.6M sold.
- 149 institutional investors held Heritage Financial (HFWA) as of Q1 2018, up from 142 in Q4 2017.
- Funds reported $803M of Heritage Financial stock for Q1 2018, up 8% quarter-over-quarter.
- 25 funds opened new Heritage Financial positions in Q1 2018 and 18 closed out, a net change of +7 holders.
- The largest Heritage Financial buyer in Q1 2018 was T. Rowe Price Associates, an estimated $17.4M added.
- The largest Heritage Financial seller in Q1 2018 was NWQ Investment Management Company, an estimated $13.6M sold.
Based on aggregated 13F filings for Q1 2018.