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Heritage Financial
HFWA

Overview Fund Activity

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.

Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
2.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
52
Reduced
61
Closed
15
Calls
$5K
Puts
$17K
Net Calls
-$12K
Net Calls Change
-$107K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$54.1M
2
Invesco
2
Invesco
Georgia
$9.05M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.75M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.53M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$5.54M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$8.99M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$36.7M
3
Ameriprise
3
Ameriprise
Minnesota
$9.34M
4
US Bancorp
4
US Bancorp
Minnesota
$259K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$751K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$124M 5,042,833 +40,623 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$59.7M 2,438,315 -43,741 -2%
Jennison Associates
3
Jennison Associates
New York
$54.1M 2,206,766 +465,708 +27%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.7M 2,068,354 +33,429 +2%
State Street
5
State Street
Massachusetts
$40.6M 1,656,643 +61,680 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$36.7M 1,496,664 -231,056 -13%
Charles Schwab
7
Charles Schwab
California
$30.6M 1,249,905 +8,731 +0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.6M 799,965 -9,870 -1%
Morgan Stanley
9
Morgan Stanley
New York
$11.2M 455,921 -24,969 -5%
Northern Trust
10
Northern Trust
Illinois
$10.6M 433,678 +6,201 +1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$10.6M 433,296 +46,769 +12%
Ameriprise
12
Ameriprise
Minnesota
$9.34M 381,247 -174,684 -31%
Goldman Sachs
13
Goldman Sachs
New York
$9.12M 372,046 -73,064 -16%
Invesco
14
Invesco
Georgia
$9.05M 369,429 +195,541 +112%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$8.99M 366,836 -311,240 -46%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.08M 329,605 -5,693 -2%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$7.92M 323,290 +12,200 +4%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$7.78M 317,381 -2,886 -0.9%
ProShare Advisors
19
ProShare Advisors
Maryland
$7.46M 304,469 -23,251 -7%
American Century Companies
20
American Century Companies
Missouri
$6.82M 278,175 -14,714 -5%
HA
21
Heartland Advisors
Wisconsin
$6.74M 275,000 – –
AQR Capital Management
22
AQR Capital Management
Connecticut
$6.61M 269,759 -5,988 -2%
Renaissance Technologies
23
Renaissance Technologies
New York
$6.02M 245,730 -50,300 -17%
BCM
24
Bridgeway Capital Management
Texas
$5.91M 241,351 +5,723 +2%
KJWM
25
Kiley Juergens Wealth Management
Washington
$5.78M 236,027 -8,385 -3%
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