Heritage Financial
HFWA
HFWA
170 hedge funds and large institutions have $679M invested in Heritage Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
15% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 61
71% less call options, than puts
Call options by funds: $5K | Put options by funds: $17K
Holders
170
Holding in Top 10
–
Calls
$5K
Puts
$17K
Top Buyers
| 1 | +$11.4M | |
| 2 | +$4.79M | |
| 3 | +$3.75M | |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$2.75M |
| 5 |
JPMorgan Chase & Co
New York
|
+$2.52M |
Top Sellers
| 1 | -$7.63M | |
| 2 | -$5.66M | |
| 3 | -$4.28M | |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.81M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.26M |