Heritage Financial Corporation
Hedge Funds Holdings
Last updated:
Heritage Financial Corporation‘s stocks are currently a part of 105 hedge funds’ portfolios, which represents 46.6% of the total amount of its stocks outstanding. This makes up a total of 16.52M shares of Heritage Financial Corporation. Compared to the previous quarter, the number fell by -40.55% or -11.27M shares fewer. As for the holding position changes, 35.24% (37) of current hedge fund investors increased the number of shares held, 39.05% (41) of current holders sold a part of the shares held, and 20% (21) closed the holdings completely. 8 hedge funds are new holders of Heritage Financial Corporation stock in Q1 2023, it is 7.62% of total holders.
Hedge funds holding Heritage Financial (Q2 2018 – Q1 2023)
| Q2 2018 | 152 |
|---|---|
| Q3 2018 | 144 |
| Q4 2018 | 147 |
| Q1 2019 | 140 |
| Q2 2019 | 135 |
| Q3 2019 | 131 |
| Q4 2019 | 131 |
| Q1 2020 | 121 |
| Q2 2020 | 115 |
| Q3 2020 | 124 |
| Q4 2020 | 125 |
| Q1 2021 | 120 |
| Q2 2021 | 128 |
| Q3 2021 | 126 |
| Q4 2021 | 147 |
| Q1 2022 | 143 |
| Q2 2022 | 150 |
| Q3 2022 | 146 |
| Q4 2022 | 177 |
| Q1 2023 | 105 |
Hedge funds changes in Heritage Financial positions (Q2 2018 – Q1 2023)
| Q2 2018 | 26 | 47 | 56 | 23 | 0 |
|---|---|---|---|---|---|
| Q3 2018 | 14 | 61 | 41 | 22 | 6 |
| Q4 2018 | 18 | 56 | 46 | 14 | 13 |
| Q1 2019 | 8 | 50 | 50 | 13 | 19 |
| Q2 2019 | 10 | 47 | 48 | 12 | 18 |
| Q3 2019 | 10 | 64 | 29 | 13 | 15 |
| Q4 2019 | 16 | 49 | 39 | 15 | 12 |
| Q1 2020 | 12 | 46 | 38 | 21 | 4 |
| Q2 2020 | 12 | 40 | 40 | 17 | 6 |
| Q3 2020 | 17 | 28 | 47 | 8 | 24 |
| Q4 2020 | 11 | 37 | 51 | 10 | 16 |
| Q1 2021 | 11 | 41 | 43 | 14 | 11 |
| Q2 2021 | 16 | 36 | 52 | 8 | 16 |
| Q3 2021 | 13 | 38 | 50 | 13 | 12 |
| Q4 2021 | 25 | 44 | 50 | 5 | 23 |
| Q1 2022 | 11 | 57 | 52 | 15 | 8 |
| Q2 2022 | 21 | 45 | 56 | 9 | 19 |
| Q3 2022 | 15 | 57 | 45 | 21 | 8 |
| Q4 2022 | 38 | 58 | 54 | 4 | 23 |
| Q1 2023 | 8 | 37 | 41 | 21 | -2 |
Hedge funds changes in Heritage Financial stock options (Q2 2018 – Q1 2023)
| Q2 2018 | 0 | 0 |
|---|---|---|
| Q3 2018 | 0 | 0 |
| Q4 2018 | 0 | 0 |
| Q1 2019 | 0 | 0 |
| Q2 2019 | 0 | 0 |
| Q3 2019 | 0 | 0 |
| Q4 2019 | 0 | 0 |
| Q1 2020 | 0 | 0 |
| Q2 2020 | 0 | 0 |
| Q3 2020 | 0 | 0 |
| Q4 2020 | 0 | 0 |
| Q1 2021 | 0 | 93,000 |
| Q2 2021 | 0 | 0 |
| Q3 2021 | 0 | 367,000 |
| Q4 2021 | 1,244,000 | 237,000 |
| Q1 2022 | 0 | 0 |
| Q2 2022 | 0 | 0 |
| Q3 2022 | 0 | 0 |
| Q4 2022 | 125,624 | 174,648 |
| Q1 2023 | 0 | 0 |