Heritage Financial
HFWA
HFWA
143 hedge funds and large institutions have $904M invested in Heritage Financial in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
143
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.08M | |
| 2 | +$3.96M | |
| 3 | +$3.92M | |
| 4 |
Jennison Associates
New York
|
+$3.64M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.29M |
Top Sellers
| 1 | -$5.08M | |
| 2 | -$3.93M | |
| 3 | -$2.49M | |
| 4 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$1.87M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.49M |