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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of 4:00pm ET
 -0.50 / -1.58%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $779.1 thousand shares of HFWA during the quarter ended September 2017 and now own 78.64% 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 stakeholders6.54%
Mutual fund holders44.80%
Other institutional33.84%

Largest Quarterly Institutional

Latest Institutional Activity

12/31/2017THOMSON, HORSTMANN & BRYANT, INC...  Bought 25.3 Thousand shares of Heritage Financial Corp
10/31/2017THRIVENT ASSET MANAGEMENT LLC  Bought 13.7 Thousand shares of Heritage Financial Corp
1/04/2018OFI ADVISORS LLC  Bought 224.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
T. Rowe Price Associates, Inc.8.54%2,559,04578,818,586+1,978,597+340.87%
BlackRock Fund Advisors6.21%1,862,11357,353,080+27,109+1.48%
Dimensional Fund Advisors LP5.76%1,725,84453,155,995+106,130+6.55%
The Vanguard Group, Inc.4.07%1,219,76037,568,608+53,772+4.61%
NWQ Investment Management Co. LLC3.22%964,34729,701,888-521,754-35.11%
Goldman Sachs Asset Management LP3.21%963,28729,669,240-8,656-0.89%
Investment Counselors of Maryland...2.82%845,82026,051,256-63,100-6.94%
Manulife Asset Management (US) LL...2.28%684,19321,073,144+2,017+0.30%
Schroder Investment Management No...2.13%637,26219,627,670+2,050+0.32%
SSgA Funds Management, Inc.1.98%593,19418,270,375+21,861+3.83%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
T Rowe Price Small Cap Value Fund2.56%766,10023,595,880+569,750+290.17%
T Rowe Price Small Cap Stock Fund2.55%764,10023,534,280+579,407+313.71%
Vanguard Total Stock Market Index...2.31%691,83421,308,48700.00%
Goldman Sachs Small Cap Value Fun...2.15%642,93919,802,521+14,439+2.30%
iShares Russell 2000 ETF1.96%588,18518,116,098-3,564-0.60%
DFA US Small Cap Value Portfolio1.50%448,37813,810,042+70,133+18.54%
Heartland Value Fund1.34%400,00012,320,00000.00%
Vanguard Extended Market Index Fu...1.23%369,15211,369,882+204+0.06%
T Rowe Price Institutional Small ...1.14%340,30010,481,240+259,893+323.22%
Advisors Inner Circle - ICM Small...1.08%324,3319,989,395-18,700-5.45%