Heritage Financial
HFWA
146 hedge funds and large institutions have $545M invested in Heritage Financial in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 53 reducing their positions, and 27 closing their positions.
664% more call options, than puts
Call options by funds: $107K | Put options by funds: $14K
0.93% more ownership
Funds ownership: 79.65% → 80.58% (+0.93%)
9% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 53
8% less capital invested
Capital invested by funds: $595M → $545M (-$50.1M)
10% less funds holding
Funds holding: 162 → 146 (-16)
59% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$14.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$5.29M |
| 3 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$4.76M |
| 4 |
Renaissance Technologies
New York
|
+$3.05M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.69M |
| 3 |
FHC
Forest Hill Capital
Little Rock,
Arkansas
|
-$4.53M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.63M |
| 5 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$3M |
HFWA Hedge Fund Activity: Q1 2024 in Review
146 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q1 2024, worth a combined $545M — down 8.4% from $595M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of HFWA and 11 opened new positions — a net loss of 16 holders — while 53 trimmed existing stakes and 48 added.
The largest buyer was Jennison Associates, opening a new position worth an estimated $14.5M. The largest seller was Morgan Stanley, cutting an estimated $9.9M.
- 146 institutional investors held Heritage Financial (HFWA) as of Q1 2024, down from 162 in Q4 2023.
- Funds reported $545M of Heritage Financial stock for Q1 2024, down 8.4% quarter-over-quarter.
- 11 funds opened new Heritage Financial positions in Q1 2024 and 27 closed out, a net change of -16 holders.
- The largest Heritage Financial buyer in Q1 2024 was Jennison Associates, an estimated $14.5M added.
- The largest Heritage Financial seller in Q1 2024 was Morgan Stanley, an estimated $9.9M sold.
Based on aggregated 13F filings for Q1 2024.