Heritage Financial
HFWA
HFWA
157 hedge funds and large institutions have $444M invested in Heritage Financial in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
47% less call options, than puts
Call options by funds: $24K | Put options by funds: $45K
Holders
157
Holding in Top 10
–
Calls
$24K
Puts
$45K
Top Buyers
| 1 | +$4.84M | |
| 2 | +$4.41M | |
| 3 | +$3.9M | |
| 4 |
RA
Royce & Associates
New York
|
+$2.8M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.68M |
Top Sellers
| 1 | -$3.86M | |
| 2 | -$3M | |
| 3 | -$2.94M | |
| 4 |
Goldman Sachs
New York
|
-$2.44M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.27M |