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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of 2:45pm ET
 -0.15 / -0.65%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $199.9 thousand shares of HFWA during the quarter ended September 2016 and now own 73.66% 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%
Other institutional36.90%
Mutual fund holders36.75%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2016BLACKROCK ADVISORS (UK) LTD.  Bought 954.6 Thousand shares of Heritage Financial Corp
9/30/2016STIEVEN CAPITAL ADVISORS LP  Bought 178.8 Thousand shares of Heritage Financial Corp
9/30/2016LSV ASSET MANAGEMENT  Bought 121.7 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.58%1,971,52536,276,060+23,054+1.18%
BlackRock Fund Advisors5.65%1,693,35431,157,714+60,238+3.69%
Dimensional Fund Advisors LP4.38%1,311,66624,134,654+70,489+5.68%
The Vanguard Group, Inc.3.69%1,106,55720,360,649+28,455+2.64%
Goldman Sachs Asset Management LP3.23%967,11517,794,916-11,359-1.16%
The Banc Funds Company LLC3.22%964,73117,751,050-14,007-1.43%
BlackRock Advisors (UK) Ltd.3.19%957,31117,614,522+954,600+35,212.10%
Investment Counselors of Maryland...3.16%948,25417,447,874-140,600-12.91%
Schroder Investment Management No...2.06%616,93111,351,53000.00%
Manulife Asset Management (US) LL...1.97%590,00010,856,000+13+0.00%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48126,523,250-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.17%649,58511,952,364-9,080-1.38%
Vanguard Total Stock Market Index...1.92%575,50410,589,274+18,210+3.27%
Nuveen NWQ Small Cap Value Fund1.75%525,6609,672,14400.00%
iShares Russell 2000 ETF1.60%478,7878,809,681-9,135-1.87%
Heartland Value Fund1.60%478,0008,795,20000.00%
Advisors Inner Circle - ICM Small...1.56%466,6658,586,63600.00%
Vanguard Extended Market Index Fu...1.34%401,3847,385,466+234+0.06%
Schroder UTL - US Smaller Compani...1.00%300,2005,523,680+98,900+49.13%
DFA US Small Cap Value Portfolio0.88%263,5054,848,492+48,342+22.47%