Heritage Financial Corp (NASDAQ:HFWA)

Data as of Oct 23
 +0.13 / +0.79%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $808.8 thousand shares of HFWA during the quarter ended June 2014 and now own 68.95% 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 stakeholders6.21%
Other institutional42.15%
Mutual fund holders26.80%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2014EACM ADVISORS LLC  Sold 21.9 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
Forest Hill Capital LLC7.25%2,198,59034,825,666-3-0.00%
BlackRock Fund Advisors4.81%1,458,62523,104,620-82,509-5.35%
Investment Counselors of Maryland...3.94%1,195,86118,942,438+96,518+8.78%
Wellington Management Co. LLP3.75%1,138,74018,037,642-53,371-4.48%
Endeavour Capital Advisors, Inc.3.50%1,062,14316,824,345+241,581+29.44%
Woodmen of the World Life Insuran...3.05%926,84214,681,177+98,762+11.93%
DePrince, Race & Zollo, Inc.2.78%842,08013,338,547+332,564+65.27%
The Vanguard Group, Inc.2.55%774,85812,273,751-10,268-1.31%
Dimensional Fund Advisors LP2.54%769,31912,186,013-4,312-0.56%
The Banc Funds Co. LLC2.35%713,21211,297,278-158,402-18.17%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.21%1,276,39820,218,144+3,833+0.30%
Advisors Inner Circle - ICM Small...2.00%607,2659,619,078-29,582-4.65%
Heartland Value Fund1.58%478,0007,571,52000.00%
iShares Russell 2000 ETF1.49%452,3157,164,670+22,895+5.33%
Vanguard Total Stock Market Index...1.43%434,9726,889,956+14,979+3.57%
Goldman Sachs Small Cap Value Fun...1.37%416,2856,593,954+2,341+0.57%
American Century Small Cap Value ...1.25%380,0006,019,200-268,493-41.40%
Vanguard Extended Market Index Fu...0.87%264,7194,193,14900.00%
John Hancock - Regional Bank Fund0.85%257,4834,078,53100.00%
iShares Russell 2000 Value ETF0.68%206,2533,267,048+2,112+1.03%

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