Heritage Financial
HFWA
165 hedge funds and large institutions have $602M invested in Heritage Financial in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 14 closing their positions.
198% more call options, than puts
Call options by funds: $143K | Put options by funds: $48K
22% more capital invested
Capital invested by funds: $495M → $602M (+$107M)
1.01% more ownership
Funds ownership: 79.17% → 80.18% (+1%)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
1% more funds holding
Funds holding: 164 → 165 (+1)
26% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$15.5M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$6.99M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.67M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.13M |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$4.65M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$2.88M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.67M |
| 4 |
D.E. Shaw & Co
New York
|
-$2.26M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.91M |
HFWA Hedge Fund Activity: Q3 2024 in Review
165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Heritage Financial (HFWA) for Q3 2024, worth a combined $602M — up 22% from $495M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new HFWA positions and 14 closed out — a net gain of 1 holder — while 51 added to existing stakes and 69 trimmed.
The largest buyer was Jennison Associates, adding an estimated $15.5M. The largest seller was Bank of New York Mellon, cutting an estimated $4.65M.
- 165 institutional investors held Heritage Financial (HFWA) as of Q3 2024, up from 164 in Q2 2024.
- Funds reported $602M of Heritage Financial stock for Q3 2024, up 22% quarter-over-quarter.
- 15 funds opened new Heritage Financial positions in Q3 2024 and 14 closed out, a net change of +1 holder.
- The largest Heritage Financial buyer in Q3 2024 was Jennison Associates, an estimated $15.5M added.
- The largest Heritage Financial seller in Q3 2024 was Bank of New York Mellon, an estimated $4.65M sold.
Based on aggregated 13F filings for Q3 2024.