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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of Jan 18
 +0.85 / +3.36%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $463.1 thousand shares of HFWA during the quarter ended September 2016 and now own 73.86% 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 stakeholders6.64%
Mutual fund holders37.56%
Other institutional36.30%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2016THOMSON, HORSTMANN & BRYANT, INC...  Bought 52.4 Thousand shares of Heritage Financial Corp
12/31/2016INDEPENDENT PORTFOLIO CONSULTANT...  Bought 7.5 Thousand shares of Heritage Financial Corp
11/30/2016VERICIMETRY ADVISORS LLC  Bought 500.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.58%1,971,52550,766,769+23,054+1.18%
BlackRock Fund Advisors5.65%1,693,35443,603,866+60,238+3.69%
Dimensional Fund Advisors LP4.38%1,311,66633,775,400+70,489+5.68%
The Vanguard Group, Inc.3.69%1,106,55728,493,843+28,455+2.64%
Goldman Sachs Asset Management LP3.23%967,11524,903,211-11,359-1.16%
The Banc Funds Company LLC3.22%964,73124,841,823-14,007-1.43%
BlackRock Advisors (UK) Ltd.3.19%957,31124,650,758+954,600+35,212.10%
Investment Counselors of Maryland...3.16%948,25424,417,541-140,600-12.91%
Schroder Investment Management No...2.06%616,93115,885,97300.00%
Manulife Asset Management (US) LL...1.97%590,00015,192,500+13+0.00%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48137,118,136-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.17%649,58516,726,814-9,080-1.38%
iShares Russell 2000 ETF2.01%603,42215,538,117-945-0.16%
Vanguard Total Stock Market Index...1.94%580,66414,952,098+5,160+0.90%
Nuveen NWQ Small Cap Value Fund1.75%525,66013,535,74500.00%
Heartland Value Fund1.60%478,00012,308,50000.00%
Advisors Inner Circle - ICM Small...1.38%414,46510,672,474-52,200-11.19%
Vanguard Extended Market Index Fu...1.34%401,46210,337,647+78+0.02%
Schroder UTL - US Smaller Compani...1.00%300,2007,730,150+98,900+49.13%
DFA US Small Cap Value Portfolio0.88%263,5056,785,254+48,342+22.47%