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Heritage Financial
HFWA

Overview Fund Activity

146 hedge funds and large institutions have $688M invested in Heritage Financial in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 13 closing their positions.

Holders
146
Holders Change
-1
Holders Change %
-0.68%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
57
Reduced
53
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.6M
2
BCM
2
Basswood Capital Management
New York
$16.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.4M
4
Victory Capital Management
4
Victory Capital Management
Texas
$30.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$435K
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366K
3
Goldman Sachs
3
Goldman Sachs
New York
$28.8M
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$129M 5,140,425 -15,232 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.1M 2,237,984 +113,812 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.1M 1,799,194 +168,118 +10%
State Street
4
State Street
Massachusetts
$42.8M 1,708,760 +151,365 +10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$42.4M 1,691,830 +254,587 +18%
Victory Capital Management
6
Victory Capital Management
Texas
$30.5M 1,231,573 +198,094 +19%
Goldman Sachs
7
Goldman Sachs
New York
$28.8M 1,150,417 -181,620 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$24.2M 967,438 +151,460 +19%
Invesco
9
Invesco
Georgia
$23.8M 951,037 +15,882 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$21.6M 862,917 +862,917 New
Charles Schwab
11
Charles Schwab
California
$16.8M 670,814 +54,079 +9%
BCM
12
Basswood Capital Management
New York
$16.8M 669,134 +438,397 +190%
Ameriprise
13
Ameriprise
Minnesota
$16.1M 641,860 +22,133 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16M 637,151 +21,898 +4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$14.6M 586,464 -11,791 -2%
Northern Trust
16
Northern Trust
Illinois
$11.4M 456,095 -12,597 -3%
FHC
17
Forest Hill Capital
Arkansas
$9.28M 370,262 +18,400 +5%
HA
18
Heartland Advisors
Wisconsin
$8.77M 349,900 +6,100 +2%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$6.35M 253,464 -13,130 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.81M 232,021 -2,457 -1%
Morgan Stanley
21
Morgan Stanley
New York
$5.56M 221,817 -18,411 -8%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$5.2M 207,400 +22,340 +12%
KJWM
23
Kiley Juergens Wealth Management
Washington
$4.68M 186,814 -22,857 -11%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$4.25M 169,517 +29,923 +21%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$4.25M 169,446 +12,000 +8%
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