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Heritage Financial Corp (NASDAQ:HFWA)

25.25
Delayed Data
As of Feb 17
 -0.30 / -1.17%
Today’s Change
16.18
Today|||52-Week Range
26.98
-1.94%
Year-to-Date
Institutional investors purchased a net $83.7 thousand shares of HFWA during the quarter ended December 2016 and now own 72.72% 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%
Mutual fund holders37.43%
Other institutional35.29%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016JACOBS ASSET MANAGEMENT LLC  Bought 386.3 Thousand shares of Heritage Financial Corp
12/31/2016RUSSELL INVESTMENT MANAGEMENT LL...  Bought 316.5 Thousand shares of Heritage Financial Corp
12/31/2016BLACKROCK FUND ADVISORS  Bought 223.5 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors6.40%1,916,89748,880,874+223,543+13.20%
NWQ Investment Management Co. LLC4.73%1,417,55436,147,627-495,041-25.88%
Dimensional Fund Advisors LP4.69%1,405,29535,835,023+93,629+7.14%
The Vanguard Group, Inc.3.82%1,145,14929,201,300+38,592+3.49%
The Banc Funds Company LLC3.22%964,73124,600,64100.00%
Goldman Sachs Asset Management LP3.17%949,88024,221,940-17,235-1.78%
Investment Counselors of Maryland...3.06%917,12023,386,560-31,134-3.28%
Manulife Asset Management (US) LL...2.34%700,98217,875,041+110,982+18.81%
Schroder Investment Management No...2.06%616,93115,731,74100.00%
SSgA Funds Management, Inc.1.92%576,05114,689,301+73,531+14.63%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48136,757,766-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.10%629,29516,047,023-20,290-3.12%
iShares Russell 2000 ETF1.96%586,72714,961,539+11,760+2.05%
Vanguard Total Stock Market Index...1.94%580,66414,806,93200.00%
Heartland Value Fund1.60%478,00012,189,00000.00%
Vanguard Extended Market Index Fu...1.36%406,06610,354,683+4,604+1.15%
Nuveen NWQ Small Cap Value Fund1.34%401,71510,243,733-123,945-23.58%
Advisors Inner Circle - ICM Small...1.15%343,0318,747,291-71,434-17.24%
Schroder UTL - US Smaller Compani...1.00%300,2007,655,100+98,900+49.13%
DFA US Small Cap Value Portfolio0.97%289,3457,378,298+25,840+9.81%