We are live on ! Find out more
HFWA icon

Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$5.82M -$1.68M -54,544 -22%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$5.68M -$146K -4,743 -2%
KCM
28
Kennedy Capital Management
Missouri
$5.65M +$1.18M +38,222 +26%
AIS
29
AlphaOne Investment Services
Pennsylvania
$5.41M -$6.7K -217 -0.1%
Morgan Stanley
30
Morgan Stanley
New York
$5.36M +$2.58M +83,723 +91%
Wells Fargo
31
Wells Fargo
California
$5.29M +$293K +9,492 +6%
JP Morgan Chase
32
JP Morgan Chase
New York
$5.2M -$10.5M -340,188 -67%
Boston Partners
33
Boston Partners
Massachusetts
$5M -$324K -10,502 -6%
Stifel Financial
34
Stifel Financial
Missouri
$4.58M +$643K +20,844 +16%
MOACM
35
Mutual of America Capital Management
New York
$4.5M
PAM
36
Panagora Asset Management
Massachusetts
$4.45M -$646K -20,951 -13%
Charles Schwab
37
Charles Schwab
California
$4.45M +$367K +11,907 +9%
Renaissance Technologies
38
Renaissance Technologies
New York
$4.19M +$1.21M +39,300 +40%
Deutsche Bank
39
Deutsche Bank
Germany
$4.19M +$308K +9,993 +8%
PPA
40
Parametric Portfolio Associates
Washington
$3.97M +$447K +14,471 +13%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$3.87M -$2.32M -75,344 -37%
AQR Capital Management
42
AQR Capital Management
Connecticut
$3.82M -$398K -12,904 -9%
MCM
43
Matarin Capital Management
New York
$3.68M +$205K +6,635 +6%
BCM
44
Bridgeway Capital Management
Texas
$3.38M -$617K -20,000 -15%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$3.33M -$353K -11,433 -10%
Allianz Asset Management
46
Allianz Asset Management
Germany
$3.25M +$507K +16,416 +18%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.08M +$44.5K +1,442 +1%
EPCA
48
Elizabeth Park Capital Advisors
Ohio
$3.02M +$3.04M +98,627 New
KJWM
49
Kiley Juergens Wealth Management
Washington
$2.94M -$72.2K -2,340 -2%
TCIM
50
TIAA CREF Investment Management
New York
$2.92M -$126K -4,081 -4%