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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of Jul 24
 +0.30 / +1.16%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $289.6 thousand shares of HFWA during the quarter ended March 2017 and now own 75.23% 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 stakeholders6.63%
Other institutional37.67%
Mutual fund holders37.56%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2017APERIO GROUP LLC  Bought 8.2 Thousand shares of Heritage Financial Corp
6/30/2017MEEDER ASSET MANAGEMENT, INC.  Bought 1.7 Thousand shares of Heritage Financial Corp
6/30/2017NISA INVESTMENT ADVISORS LLC  Bought 300.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
BlackRock Fund Advisors6.38%1,911,57750,656,791-5,320-0.28%
Dimensional Fund Advisors LP5.03%1,508,81639,983,624+103,521+7.37%
NWQ Investment Management Co. LLC5.02%1,505,46239,894,743-407,133-21.29%
The Vanguard Group, Inc.4.05%1,215,13132,200,972+69,982+6.11%
The Banc Funds Company LLC3.43%1,027,97527,241,338+63,244+6.56%
Goldman Sachs Asset Management LP3.16%947,95825,120,887-1,922-0.20%
Investment Counselors of Maryland...3.03%908,92024,086,380-8,200-0.89%
Manulife Asset Management (US) LL...2.24%670,58817,770,582-30,394-4.34%
Schroder Investment Management No...2.05%614,93916,295,884-1,992-0.32%
SSgA Funds Management, Inc.1.82%543,94314,414,490-32,108-5.57%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Vanguard Total Stock Market Index...2.22%664,58617,611,529+9,915+1.51%
Goldman Sachs Small Cap Value Fun...2.10%628,50016,655,250+628,500--
iShares Russell 2000 ETF1.94%579,93515,368,278+642+0.11%
Burnham Financial Services Fund1.50%449,45211,910,47800.00%
Nuveen NWQ Small Cap Value Fund1.34%401,71510,645,44800.00%
Heartland Value Fund1.34%400,00010,600,000-78,000-16.32%
DFA US Small Cap Value Portfolio1.26%378,24510,023,493+29,075+8.33%
Vanguard Extended Market Index Fu...1.19%356,5869,449,529-63,984-15.21%
Advisors Inner Circle - ICM Small...1.15%343,0319,090,32200.00%
iShares Russell 2000 Value ETF0.88%262,5026,956,303-1,288-0.49%