Heritage Financial
HFWA
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.
1.22% more ownership
Funds ownership: 77.18% → 78.4% (+1.2%)
8% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 53
5% more capital invested
Capital invested by funds: $658M → $688M (+$30.4M)
1% less funds holding
Funds holding: 147 → 146 (-1)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$22M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$11.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$6.5M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$5.06M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$36.2M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.46M |
| 3 |
Goldman Sachs
New York
|
-$4.64M |
| 4 |
Millennium Management
New York
|
-$3.62M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.5M |
HFWA Hedge Fund Activity: Q1 2022 in Review
146 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2022, worth a combined $688M — up 4.6% from $658M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of HFWA and 12 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 57 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $22M. The largest seller was T. Rowe Price Associates, cutting an estimated $36.2M.
- 146 institutional investors held Heritage Financial (HFWA) as of Q1 2022, down from 147 in Q4 2021.
- Funds reported $688M of Heritage Financial stock for Q1 2022, up 4.6% quarter-over-quarter.
- 12 funds opened new Heritage Financial positions in Q1 2022 and 13 closed out, a net change of -1 holder.
- The largest Heritage Financial buyer in Q1 2022 was Wellington Management Group, an estimated $22M added.
- The largest Heritage Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $36.2M sold.
Based on aggregated 13F filings for Q1 2022.