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Heritage Financial Corp (NASDAQ:HFWA)

30.60
Delayed Data
As of Nov 17
 0.00 / 0.00%
Today’s Change
21.58
Today|||52-Week Range
31.55
+19.21%
Year-to-Date
Institutional investors purchased a net $642.1 thousand shares of HFWA during the quarter ended September 2017 and now own 78.44% 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 stakeholders6.55%
Mutual fund holders44.53%
Other institutional33.91%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2017T. ROWE PRICE ASSOCIATES, INC.  Bought 2.0 Million shares of Heritage Financial Corp
9/30/2017AJO LP  Bought 174.7 Thousand shares of Heritage Financial Corp
9/30/2017THE BOSTON COMPANY ASSET MANAGEM...  Bought 170.3 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.8.54%2,559,04578,050,873+1,978,597+340.87%
BlackRock Fund Advisors6.21%1,862,11356,794,447+27,109+1.48%
Dimensional Fund Advisors LP5.76%1,725,84452,638,242+106,130+6.55%
The Vanguard Group, Inc.4.07%1,219,76037,202,680+53,772+4.61%
NWQ Investment Management Co. LLC3.22%964,34729,412,584-521,754-35.11%
Goldman Sachs Asset Management LP3.21%963,28729,380,254-8,656-0.89%
Investment Counselors of Maryland...2.82%845,82025,797,510-63,100-6.94%
Manulife Asset Management (US) LL...2.28%684,19320,867,887+2,017+0.30%
Schroder Investment Management No...2.13%637,26219,436,491+2,050+0.32%
SSgA Funds Management, Inc.1.98%593,19418,092,417+21,861+3.83%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Small Cap Value Fund2.56%766,10023,366,050+569,750+290.17%
T Rowe Price Small Cap Stock Fund2.55%764,10023,305,050+579,407+313.71%
Vanguard Total Stock Market Index...2.31%691,83421,100,937+7,300+1.07%
Goldman Sachs Small Cap Value Fun...2.15%642,93919,609,640+14,439+2.30%
iShares Russell 2000 ETF2.05%613,99918,726,970-3,392-0.55%
DFA US Small Cap Value Portfolio1.50%448,37813,675,529+70,133+18.54%
Heartland Value Fund1.34%400,00012,200,00000.00%
Burnham Financial Services Fund1.34%400,00012,200,000-21,402-5.08%
Vanguard Extended Market Index Fu...1.23%368,94811,252,914+1,530+0.42%
Advisors Inner Circle - ICM Small...1.15%343,03110,462,44600.00%