Heritage Financial
HFWA
132 hedge funds and large institutions have $791M invested in Heritage Financial in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 63 increasing their positions, 30 reducing their positions, and 14 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 30
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 80.6% → 79.58% (-1%)
4% less funds holding
Funds holding: 137 → 132 (-5)
10% less capital invested
Capital invested by funds: $878M → $791M (-$87.4M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$10.9M |
| 2 |
BlackRock
New York
|
+$8.42M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.68M |
| 4 |
Millennium Management
New York
|
+$3.18M |
| 5 |
Renaissance Technologies
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$15.3M |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$9.78M |
| 3 |
Jennison Associates
New York
|
-$8.61M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$5.98M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.9M |
HFWA Hedge Fund Activity: Q3 2019 in Review
132 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2019, worth a combined $791M — down 10% from $878M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of HFWA and 10 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 63 added.
The largest buyer was Victory Capital Management, adding an estimated $10.9M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $15.3M sold.
- 132 institutional investors held Heritage Financial (HFWA) as of Q3 2019, down from 137 in Q2 2019.
- Funds reported $791M of Heritage Financial stock for Q3 2019, down 10% quarter-over-quarter.
- 10 funds opened new Heritage Financial positions in Q3 2019 and 14 closed out, a net change of -4 holders.
- The largest Heritage Financial buyer in Q3 2019 was Victory Capital Management, an estimated $10.9M added.
- The largest Heritage Financial seller in Q3 2019 was Waddell & Reed Financial, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2019.