Heritage Financial Corp (NASDAQ:HFWA)

31.30
Delayed Data
As of Apr 20
 +0.20 / +0.64%
Today’s Change
22.93
Today|||52-Week Range
33.25
+1.62%
Year-to-Date
Institutional investors purchased a net $847.9 thousand shares of HFWA during the quarter ended December 2017 and now own 72.20% 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 stakeholders5.82%
Mutual fund holders43.59%
Other institutional28.61%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018MERRIMAN WEALTH MANAGEMENT LLC  Bought 53.5 Thousand shares of Heritage Financial Corp
4/05/2018STATE STREET GLOBAL ADVISORS LTD...  Bought 480.00 shares of Heritage Financial Corp
3/31/2018NWAM LLC  Sold 267.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T. Rowe Price Associates, Inc.7.96%2,710,76182,949,287+151,716+5.93%
BlackRock Fund Advisors5.74%1,955,27259,831,323+93,159+5.00%
Dimensional Fund Advisors LP5.41%1,841,55856,351,675+115,714+6.70%
The Vanguard Group, Inc.3.82%1,300,50939,795,575+80,749+6.62%
Goldman Sachs Asset Management LP2.85%970,28729,690,782+7,000+0.73%
AllianceBernstein LP2.51%853,51026,117,406+731,242+598.06%
Manulife Asset Management (US) LL...2.14%727,46422,260,398+43,271+6.32%
Investment Counselors of Maryland...1.94%660,92020,224,152-184,900-21.86%
Schroder Investment Management No...1.87%637,26219,500,21700.00%
SSgA Funds Management, Inc.1.83%624,36019,105,416+31,166+5.25%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
T Rowe Price Small Cap Value Fund2.60%884,84327,076,196+688,493+350.65%
Vanguard Total Stock Market Index...2.46%835,60825,569,605+139,674+20.07%
T Rowe Price Small Cap Stock Fund2.25%764,10023,381,460+579,407+313.71%
Goldman Sachs Small Cap Value Fun...1.86%633,83619,395,382-3,435-0.54%
iShares Russell 2000 ETF1.65%562,20917,203,595+1,872+0.33%
DFA US Small Cap Value Portfolio1.32%448,37813,720,36700.00%
SPDR S&P Regional Banking ETF1.27%431,32013,198,392-19,500-4.33%
Heartland Value Fund1.18%400,00012,240,00000.00%
Vanguard Extended Market Index Fu...1.10%375,71711,496,940+7,322+1.99%
T Rowe Price Institutional Small ...1.00%340,30010,413,180+259,893+323.22%