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Heritage Financial

147 hedge funds and large institutions have $658M invested in Heritage Financial in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

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:

0.03% less ownership

Funds ownership: 77.21%77.18% (-0.03%)

7% less capital invested

Capital invested by funds: $708M → $658M (-$50.2M)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

Holders
147
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
$1.4M
Puts
$237K
Net Calls
Net Calls Change

Top Buyers

1 +$3.86M
2 +$2.98M
3 +$2.26M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$2.21M
5
State Street
State Street
Massachusetts
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$126M
2
$51.9M
3
$39.9M
4
$38.1M
5
$35.1M
6
$35.1M
7
$32.6M
8
$25.3M
9
$22.9M
10
$19.9M
11
$15.1M
12
$15.1M
13
$15M
14
$14.6M
15
$11.5M
16
$8.6M
17
$8.4M
18
$6.51M
19
$5.87M
20
$5.73M
21
$5.64M
22
$5.12M
23
$4.52M
24
$3.96M
25
$3.92M