Heritage Financial
HFWA
HFWA
171 hedge funds and large institutions have $685M invested in Heritage Financial in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 59 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-10
Holders Change %
-5.52%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
56
Reduced
59
Closed
24
Calls
$5K
Puts
$2.01M
Net Calls
-$2.01M
Net Calls Change
-$2.03M
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$22.1M |
| 2 |
Jennison Associates
New York
|
+$5.37M |
| 3 |
NL
Nuveen LLC
Charlotte,
North Carolina
|
+$3.68M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.42M |
| 5 |
Two Sigma Investments
New York
|
+$1.28M |
Top Sellers
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.36M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$2.99M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.95M |
| 4 |
JPMorgan Chase & Co
New York
|
-$2.52M |
| 5 |
HF
HRT Financial
New York
|
-$2.02M |
