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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of 4:00pm ET
 -0.09 / -0.49%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $399.9 thousand shares of HFWA during the quarter ended June 2016 and now own 72.93% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Regional Banks industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders6.67%
Mutual fund holders36.57%
Other institutional36.36%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2016RUSSELL INVESTMENT MANAGEMENT LL...  Bought 243.7 Thousand shares of Heritage Financial Corp
6/30/2016APG ASSET MANAGEMENT NV  Bought 238.7 Thousand shares of Heritage Financial Corp
6/30/2016GOLDMAN SACHS ASSET MANAGEMENT L...  Bought 118.4 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.50%1,948,47134,020,304-7,570-0.39%
Forest Hill Capital LLC5.54%1,662,40029,025,504-232,991-12.29%
BlackRock Fund Advisors5.45%1,633,11628,514,205-50,205-2.98%
Dimensional Fund Advisors LP4.14%1,241,17721,670,950+93,153+8.11%
Investment Counselors of Maryland...3.63%1,088,85419,011,39100.00%
The Vanguard Group, Inc.3.60%1,078,10218,823,661+63,247+6.23%
The Banc Funds Company LLC3.26%978,73817,088,765+82,500+9.21%
Goldman Sachs Asset Management LP3.26%978,47417,084,156+118,408+13.77%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,155,36900.00%
Schroder Investment Management No...2.06%616,93110,771,61500.00%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48125,168,258-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.20%658,66511,500,291+79,994+13.82%
Advisors Inner Circle - ICM Small...2.03%607,26510,602,84700.00%
Vanguard Total Stock Market Index...1.79%537,1709,378,98800.00%
Nuveen NWQ Small Cap Value Fund1.68%502,8058,778,97500.00%
Heartland Value Fund1.59%478,0008,345,88000.00%
iShares Russell 2000 ETF1.53%459,1888,017,422+1,976+0.43%
Vanguard Extended Market Index Fu...1.34%401,1067,003,311+234+0.06%
Schroder UTL - US Smaller Compani...1.00%300,2005,241,492+98,900+49.13%
John Hancock - Regional Bank Fund0.84%250,9864,382,21600.00%