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Heritage Financial

130 hedge funds and large institutions have $711M invested in Heritage Financial in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 52 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 funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

13% less capital invested

Capital invested by funds: $814M → $711M (-$103M)

31% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 52

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$133M
2
$87.6M
3
$52.5M
4
$41.6M
5
$37.9M
6
$36.6M
7
$32.1M
8
$24.2M
9
$19.3M
10
$16.9M
11
$15.9M
12
$15.4M
13
$14.5M
14
$13.9M
15
$13.9M
16
$12.5M
17
$8.64M
18
$8.18M
19
$7.33M
20
$6.23M
21
$5.95M
22
$5.77M
23
$5.43M
24
$5.1M
25
$4.31M