Heritage Financial
HFWA
159 hedge funds and large institutions have $591M invested in Heritage Financial in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 59 reducing their positions, and 35 closing their positions.
5.26% more ownership
Funds ownership: 73.44% → 78.7% (+5.3%)
2% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 59
12% less funds holding
Funds holding: 180 → 159 (-21)
25% less capital invested
Capital invested by funds: $790M → $591M (-$198M)
54% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 35
76% less call options, than puts
Call options by funds: $4K | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.91M |
| 2 |
BlackRock
New York
|
+$6.86M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$6.01M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$4.59M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$3.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$9.71M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$5.25M |
| 3 |
Goldman Sachs
New York
|
-$4.79M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.97M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.51M |
HFWA Hedge Fund Activity: Q1 2023 in Review
159 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2023, worth a combined $591M — down 25% from $790M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of HFWA and 16 opened new positions — a net loss of 19 holders — while 59 trimmed existing stakes and 58 added.
The largest buyer was Vanguard Group, adding an estimated $7.91M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $9.71M sold.
- 159 institutional investors held Heritage Financial (HFWA) as of Q1 2023, down from 180 in Q4 2022.
- Funds reported $591M of Heritage Financial stock for Q1 2023, down 25% quarter-over-quarter.
- 16 funds opened new Heritage Financial positions in Q1 2023 and 35 closed out, a net change of -19 holders.
- The largest Heritage Financial buyer in Q1 2023 was Vanguard Group, an estimated $7.91M added.
- The largest Heritage Financial seller in Q1 2023 was Stieven Capital Advisors, an estimated $9.71M sold.
Based on aggregated 13F filings for Q1 2023.