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Heritage Financial Corp (NASDAQ:HFWA)

17.43
Delayed Data
As of Aug 04
 -0.11 / -0.63%
Today’s Change
15.35
Today|||52-Week Range
18.74
-0.68%
Year-to-Date
Institutional investors purchased a net $33.9 thousand shares of HFWA during the quarter ended June 2015 and now own 69.16% 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 stakeholders6.39%
Other institutional39.33%
Mutual fund holders29.83%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2015MESIROW FINANCIAL INVESTMENT MAN...  Bought 39.6 Thousand shares of Heritage Financial Corp
6/30/2015TEACHER RETIREMENT SYSTEM OF TEX...  Bought 4.5 Thousand shares of Heritage Financial Corp
6/30/2015INDEPENDENT PORTFOLIO CONSULTANT...  Bought 625.00 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%2,005,52135,838,660-167,069-7.69%
BlackRock Fund Advisors5.33%1,611,46828,796,933+35,469+2.25%
Investment Counselors of Maryland...3.98%1,203,07921,499,022+36,800+3.16%
Woodmen of the World Life Insuran...3.06%926,84216,562,66700.00%
Dimensional Fund Advisors LP2.89%874,10315,620,221+40,840+4.90%
The Vanguard Group, Inc.2.82%852,03315,225,830+28,018+3.40%
The Banc Funds Co. LLC2.79%843,91215,080,707+133,700+18.83%
DePrince, Race & Zollo, Inc.2.63%794,39114,195,767+17,907+2.31%
Schroder Investment Management No...2.39%724,20012,941,454+231,700+47.05%
Goldman Sachs Asset Management LP2.13%644,23311,512,444-15,719-2.38%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...5.01%1,516,23527,095,119+240,225+18.83%
Advisors Inner Circle - ICM Small...2.01%607,26510,851,82600.00%
Heartland Value Fund1.58%478,0008,541,86000.00%
iShares Russell 2000 ETF1.58%477,1948,527,457+24,151+5.33%
Vanguard Total Stock Market Index...1.56%470,5028,407,87100.00%
Goldman Sachs Small Cap Value Fun...1.55%469,4088,388,321+31,802+7.27%
Vanguard Extended Market Index Fu...1.01%304,7145,445,239+6,082+2.04%
John Hancock - Regional Bank Fund0.83%250,9864,485,12000.00%
Schroder UTL - US Smaller Compani...0.67%201,3003,597,231+34,900+20.97%
iShares Russell 2000 Value ETF0.65%196,0313,503,074-16,011-7.55%