Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Heritage Financial Corp (NASDAQ:HFWA)

17.02
Delayed Data
As of Jun 24
 -0.91 / -5.08%
Today’s Change
16.42
Today|||52-Week Range
19.80
-9.66%
Year-to-Date
Institutional investors purchased a net $58.5 thousand shares of HFWA during the quarter ended March 2016 and now own 75.52% 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 stakeholders6.62%
Other institutional40.16%
Mutual fund holders35.37%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016NWQ INVESTMENT MANAGEMENT CO. LL...  Bought 180.7 Thousand shares of Heritage Financial Corp
3/31/2016GOLDMAN SACHS ASSET MANAGEMENT L...  Bought 122.9 Thousand shares of Heritage Financial Corp
3/31/2016MORGAN STANLEY & CO. LLC  Bought 95.1 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
NWQ Investment Management Co. LLC6.53%1,956,04135,717,309+180,703+10.18%
Forest Hill Capital LLC6.32%1,895,39134,609,84000.00%
BlackRock Fund Advisors5.62%1,683,32130,737,441-28,732-1.68%
Dimensional Fund Advisors LP3.83%1,148,02420,962,918+91,643+8.68%
Investment Counselors of Maryland...3.63%1,088,85419,882,474+4,650+0.43%
The Vanguard Group, Inc.3.39%1,014,85518,531,252+75,060+7.99%
Woodmen of the World Life Insuran...3.09%926,84216,924,13500.00%
The Banc Funds Company LLC2.99%896,23816,365,306-18,000-1.97%
Goldman Sachs Asset Management LP2.87%860,06615,704,805+122,852+16.66%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,666,497-11,500-1.77%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48126,321,443-41,317-2.79%
Advisors Inner Circle - ICM Small...2.03%607,26511,088,65900.00%
Goldman Sachs Small Cap Value Fun...1.93%578,67110,566,532+86,351+17.54%
Vanguard Total Stock Market Index...1.77%531,0439,696,84500.00%
Nuveen NWQ Small Cap Value Fund1.68%502,8059,181,21900.00%
Heartland Value Fund1.60%478,0008,728,28000.00%
iShares Russell 2000 ETF1.58%474,6848,667,730-2,288-0.48%
Vanguard Extended Market Index Fu...1.32%395,3477,219,036+2,964+0.76%
John Hancock - Regional Bank Fund0.84%250,9864,583,00400.00%
Rainier Small Mid Cap Equity Port...0.71%211,9903,870,937+3,230+1.55%