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Heritage Financial
HFWA

Overview Fund Activity

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 15 closing their positions.

Holders
165
Holders Change
–
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
69
Closed
15
Calls
$143K
Puts
$48K
Net Calls
+$95K
Net Calls Change
+$83K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$37.9M
2
ProShare Advisors
2
ProShare Advisors
Maryland
$7.13M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$8.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$44.3M
5
NL
5
NWAM LLC
Washington
$1.19M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$14.8M
2
MCM
2
Maltese Capital Management
New York
$0
3
HA
3
Heartland Advisors
Wisconsin
$5.99M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$660K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$109M 5,002,210 +20,330 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$54M 2,482,056 -8,064 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.3M 2,034,925 +100,073 +5%
Jennison Associates
4
Jennison Associates
New York
$37.9M 1,741,058 +725,257 +71%
AllianceBernstein
5
AllianceBernstein
Tennessee
$37.6M 1,727,720 +26,056 +2%
State Street
6
State Street
Massachusetts
$34.7M 1,594,963 +4,012 +0.3%
Charles Schwab
7
Charles Schwab
California
$27M 1,241,174 -19,290 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$17.6M 809,835 +1,076 +0.1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.8M 678,076 -218,233 -24%
Ameriprise
10
Ameriprise
Minnesota
$12.1M 555,931 -1,294 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$10.5M 480,890 -1,398 -0.3%
Goldman Sachs
12
Goldman Sachs
New York
$9.69M 445,110 -15,725 -3%
Northern Trust
13
Northern Trust
Illinois
$9.31M 427,477 -4,602 -1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.41M 386,527 +125,112 +48%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.3M 335,298 -13,932 -4%
ProShare Advisors
16
ProShare Advisors
Maryland
$7.13M 327,720 +327,720 New
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$6.97M 320,267 -6,225 -2%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.77M 311,090 -23,240 -7%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.44M 296,030 -25,059 -8%
American Century Companies
20
American Century Companies
Missouri
$6.38M 292,889 +14,872 +5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$6M 275,747 -89,730 -25%
HA
22
Heartland Advisors
Wisconsin
$5.99M 275,000 -125,000 -31%
RA
23
Royce & Associates
New York
$5.88M 270,169 -19,374 -7%
KJWM
24
Kiley Juergens Wealth Management
Washington
$5.32M 244,412 +4,565 +2%
BCM
25
Bridgeway Capital Management
Texas
$5.13M 235,628 +5,762 +3%
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