Heritage Financial
HFWA
HFWA
127 hedge funds and large institutions have $708M invested in Heritage Financial in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
2% less funds holding
Funds holding: 130 → 127 (-3)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $367K
Holders
127
Holding in Top 10
1
Calls
–
Puts
$367K
Top Buyers
| 1 | +$7.01M | |
| 2 | +$2.36M | |
| 3 | +$2.08M | |
| 4 |
Two Sigma Advisers
New York
|
+$1.71M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.22M |
Top Sellers
| 1 | -$9.94M | |
| 2 | -$4.31M | |
| 3 | -$2.81M | |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$2.6M |
| 5 |
JPMorgan Chase & Co
New York
|
-$2.38M |