Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of Apr 24
 +0.07 / +0.41%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of HFWA through the 69.50% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended December 2014, these large investors purchased a net $115.1 thousand shares.
Individual stakeholders6.30%
Other institutional41.18%
Mutual fund holders28.32%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2015PERKINS COIE TRUST CO. LLC  Bought 890.00 shares of Heritage Financial Corp
3/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 175.00 shares of Heritage Financial Corp
1/31/2015SOUND POINT CAPITAL MANAGEMENT L...  Sold 9.9 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
Forest Hill Capital LLC7.18%2,172,59036,934,030-52,795-2.37%
BlackRock Fund Advisors5.21%1,575,99926,791,983+141,298+9.85%
Investment Counselors of Maryland...3.86%1,166,27919,826,74300.00%
Wellington Management Co. LLP3.71%1,121,81819,070,906-8,313-0.74%
Woodmen of the World Life Insuran...3.06%926,84215,756,31400.00%
Dimensional Fund Advisors LP2.76%833,26314,165,471+66,432+8.66%
The Vanguard Group, Inc.2.72%824,01514,008,255+32,299+4.08%
DePrince, Race & Zollo, Inc.2.57%776,48413,200,228-24,890-3.11%
The Banc Funds Co. LLC2.35%710,21212,073,60400.00%
Endeavour Capital Advisors, Inc.2.20%664,69111,299,747-341,650-33.95%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.22%1,276,01021,692,170-388-0.03%
Advisors Inner Circle - ICM Small...2.01%607,26510,323,50500.00%
iShares Russell 2000 ETF1.69%512,4748,712,058+40,376+8.55%
Heartland Value Fund1.58%478,0008,126,00000.00%
Vanguard Total Stock Market Index...1.54%466,5457,931,26500.00%
Goldman Sachs Small Cap Value Fun...1.49%449,8327,647,144+33,547+8.06%
Vanguard Extended Market Index Fu...0.96%290,5344,939,078+5,148+1.80%
John Hancock - Regional Bank Fund0.83%250,9864,266,762-6,497-2.52%
iShares Russell 2000 Value ETF0.69%207,9223,534,674-9,688-4.45%
Schroder UTL - US Smaller Compani...0.67%201,3003,422,100+34,900+20.97%

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