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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of Oct 02
 -0.08 / -0.42%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $335.6 thousand shares of HFWA during the quarter ended June 2015 and now own 71.04% 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 stakeholders6.45%
Other institutional40.01%
Mutual fund holders31.03%

Largest Quarterly Institutional

Latest Institutional Activity

7/31/2015QS BATTERYMARCH FINANCIAL MANAGE...  Bought 337.00 shares of Heritage Financial Corp
8/31/2015STATE STREET GLOBAL ADVISORS LTD...  Bought 105.00 shares of Heritage Financial Corp
7/31/2015EACM ADVISORS LLC  Sold 1.1 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
Forest Hill Capital LLC7.35%2,200,59038,994,455+195,069+9.73%
BlackRock Fund Advisors5.40%1,616,28328,640,535+4,815+0.30%
Investment Counselors of Maryland...4.02%1,203,07921,318,56000.00%
Woodmen of the World Life Insuran...3.09%926,84216,423,64000.00%
The Banc Funds Co. LLC3.05%914,23816,200,297+70,326+8.33%
Dimensional Fund Advisors LP3.02%903,22116,005,076+29,118+3.33%
The Vanguard Group, Inc.2.90%869,50615,407,646+17,473+2.05%
Schroder Investment Management No...2.46%735,90013,040,148+11,700+1.62%
DePrince, Race & Zollo, Inc.2.32%696,11812,335,211-98,273-12.37%
Goldman Sachs Asset Management LP2.32%695,70512,327,893+51,472+7.99%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...5.06%1,516,23526,867,684+240,225+18.83%
Advisors Inner Circle - ICM Small...2.03%607,26510,760,73600.00%
Heartland Value Fund1.60%478,0008,470,16000.00%
Vanguard Total Stock Market Index...1.60%477,6778,464,436+7,175+1.52%
Goldman Sachs Small Cap Value Fun...1.57%469,4088,317,910+31,802+7.27%
iShares Russell 2000 ETF1.52%454,0948,046,546+3,500+0.78%
Vanguard Extended Market Index Fu...1.07%319,0765,654,027+6,846+2.19%
John Hancock - Regional Bank Fund0.84%250,9864,447,47200.00%
Mutual of America Small Cap Growt...0.68%204,8123,629,269+75,034+57.82%
Schroder UTL - US Smaller Compani...0.67%201,3003,567,036+34,900+20.97%