Heritage Financial
HFWA
162 hedge funds and large institutions have $584M invested in Heritage Financial in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 14 closing their positions.
1,422% more call options, than puts
Call options by funds: $137K | Put options by funds: $9K
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
31% more capital invested
Capital invested by funds: $444M → $584M (+$140M)
3% more funds holding
Funds holding: 157 → 162 (+5)
0.5% more ownership
Funds ownership: 77.72% → 78.22% (+0.5%)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$2.98M |
| 2 |
Bank of New York Mellon
New York
|
+$2.52M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$2.18M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.09M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$5.74M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$4.41M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.06M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$3.58M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.79M |
HFWA Hedge Fund Activity: Q4 2023 in Review
162 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q4 2023, worth a combined $584M — up 31% from $444M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new HFWA positions and 14 closed out — a net gain of 5 holders — while 60 added to existing stakes and 60 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $2.98M. The largest seller was Schroder Investment Management Group, cutting an estimated $5.74M.
- 162 institutional investors held Heritage Financial (HFWA) as of Q4 2023, up from 157 in Q3 2023.
- Funds reported $584M of Heritage Financial stock for Q4 2023, up 31% quarter-over-quarter.
- 19 funds opened new Heritage Financial positions in Q4 2023 and 14 closed out, a net change of +5 holders.
- The largest Heritage Financial buyer in Q4 2023 was HSBC Holdings, an estimated $2.98M added.
- The largest Heritage Financial seller in Q4 2023 was Schroder Investment Management Group, an estimated $5.74M sold.
Based on aggregated 13F filings for Q4 2023.