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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of Jul 22
 +0.24 / +1.39%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $42.2 thousand shares of HFWA during the quarter ended March 2016 and now own 75.28% 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 stakeholders6.69%
Other institutional39.48%
Mutual fund holders35.80%

Largest Quarterly Institutional

Latest Institutional Activity

4/30/2016DANSKE BANK A/S (INVT MGMT)  Bought 2.7 Thousand shares of Heritage Financial Corp
6/30/2016BNP PARIBAS ARBITRAGE SNC  Bought 1.1 Thousand shares of Heritage Financial Corp
6/30/2016CREATIVE PLANNING, INC.  Bought 111.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.53%1,956,04134,387,201+180,703+10.18%
Forest Hill Capital LLC6.32%1,895,39133,320,97400.00%
BlackRock Fund Advisors5.62%1,683,32129,592,783-28,732-1.68%
Dimensional Fund Advisors LP3.83%1,148,02420,182,262+91,643+8.68%
Investment Counselors of Maryland...3.63%1,088,85419,142,053+4,650+0.43%
The Vanguard Group, Inc.3.39%1,014,85517,841,151+75,060+7.99%
Woodmen of the World Life Insuran...3.09%926,84216,293,88200.00%
The Banc Funds Company LLC2.99%896,23815,755,864-18,000-1.97%
Goldman Sachs Asset Management LP2.87%860,06615,119,960+122,852+16.66%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,232,038-11,500-1.77%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48125,341,236-41,317-2.79%
Advisors Inner Circle - ICM Small...2.03%607,26510,675,71900.00%
Goldman Sachs Small Cap Value Fun...1.93%578,67110,173,036+86,351+17.54%
Vanguard Total Stock Market Index...1.77%531,0439,335,73600.00%
Nuveen NWQ Small Cap Value Fund1.68%502,8058,839,31200.00%
Heartland Value Fund1.60%478,0008,403,24000.00%
iShares Russell 2000 ETF1.54%461,2688,109,091-5,096-1.09%
Vanguard Extended Market Index Fu...1.32%395,3476,950,200+2,964+0.76%
John Hancock - Regional Bank Fund0.84%250,9864,412,33400.00%
DFA US Small Cap Value Portfolio0.72%215,1633,782,566+65,517+43.78%