Heritage Financial Corp (NASDAQ:HFWA)

During the Trading Day
17.78 +0.01 / +0.06%
As of 3:59pm ET
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17.78 0.00 / 0.00%
 
Volume: 6.3K
Institutional investors hold a majority ownership of HFWA through the 69.04% 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 March 2015, these large investors purchased a net $133.4 thousand shares.
Individual stakeholders6.39%
Other institutional40.36%
Mutual fund holders28.68%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

4/30/2015QS BATTERYMARCH FINANCIAL MANAGE...  Bought 2.1 Thousand shares of Heritage Financial Corp
5/29/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 138.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Forest Hill Capital LLC6.63%2,005,52134,314,464-167,069-7.69%
BlackRock Fund Advisors5.33%1,611,46827,572,217+35,469+2.25%
Investment Counselors of Maryland...3.98%1,203,07920,584,682+36,800+3.16%
Woodmen of the World Life Insuran...3.06%926,84215,858,26700.00%
Dimensional Fund Advisors LP2.89%874,10314,955,902+40,840+4.90%
The Vanguard Group, Inc.2.82%852,03314,578,285+28,018+3.40%
The Banc Funds Co. LLC2.79%843,91214,439,334+133,700+18.83%
DePrince, Race & Zollo, Inc.2.63%794,39113,592,030+17,907+2.31%
Schroder Investment Management No...2.39%724,20012,391,062+231,700+47.05%
Goldman Sachs Asset Management LP2.13%644,23311,022,827-15,719-2.38%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.22%1,276,01021,832,531-388-0.03%
Advisors Inner Circle - ICM Small...2.01%607,26510,390,30400.00%
Heartland Value Fund1.58%478,0008,178,58000.00%
Vanguard Total Stock Market Index...1.56%470,5028,050,289+3,957+0.85%
iShares Russell 2000 ETF1.50%453,0437,751,566-33,269-6.84%
Goldman Sachs Small Cap Value Fun...1.45%437,6067,487,439-12,226-2.72%
Vanguard Extended Market Index Fu...0.99%298,6325,109,594+5,784+1.98%
John Hancock - Regional Bank Fund0.83%250,9864,294,37000.00%
iShares Russell 2000 Value ETF0.70%212,0423,628,039-4,602-2.12%
Schroder UTL - US Smaller Compani...0.67%201,3003,444,243+34,900+20.97%

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