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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of May 27
 +0.20 / +1.11%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $56.3 thousand shares of HFWA during the quarter ended March 2016 and now own 75.49% 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 stakeholders6.61%
Other institutional40.60%
Mutual fund holders34.89%

Largest Quarterly Institutional

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

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.52%1,956,04136,088,956+180,703+10.18%
Forest Hill Capital LLC6.32%1,895,39134,969,96400.00%
BlackRock Fund Advisors5.61%1,683,32131,057,272-28,732-1.68%
Dimensional Fund Advisors LP3.83%1,148,02421,181,043+91,643+8.68%
Investment Counselors of Maryland...3.63%1,088,85420,089,356+4,650+0.43%
The Vanguard Group, Inc.3.39%1,014,85518,724,075+75,060+7.99%
Woodmen of the World Life Insuran...3.09%926,84217,100,23500.00%
The Banc Funds Company LLC2.99%896,23816,535,591-18,000-1.97%
Goldman Sachs Asset Management LP2.87%860,06615,868,218+122,852+16.66%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,787,890-11,500-1.77%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48126,595,324-41,317-2.79%
Advisors Inner Circle - ICM Small...2.03%607,26511,204,03900.00%
Vanguard Total Stock Market Index...1.77%531,0439,797,74300.00%
Nuveen NWQ Small Cap Value Fund1.68%502,8059,276,75200.00%
Goldman Sachs Small Cap Value Fun...1.64%492,3209,083,304-13,842-2.73%
Heartland Value Fund1.59%478,0008,819,10000.00%
iShares Russell 2000 ETF1.59%477,3888,807,809+7,176+1.53%
Vanguard Extended Market Index Fu...1.31%392,3837,239,466+10,242+2.68%
John Hancock - Regional Bank Fund0.84%250,9864,630,69200.00%
Rainier Small Mid Cap Equity Port...0.71%211,9903,911,216+3,230+1.55%