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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of 3:06pm ET
 -0.15 / -0.82%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $682.1 thousand shares of HFWA during the quarter ended June 2016 and now own 73.00% 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 holders36.56%
Other institutional36.44%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2016CORNERSTONE ADVISORS, INC. (WASH...  Bought 4.9 Thousand shares of Heritage Financial Corp
9/30/2016NATIONWIDE FUND ADVISORS  Bought 4.7 Thousand shares of Heritage Financial Corp
9/30/2016BNP PARIBAS ARBITRAGE SNC  Bought 866.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
NWQ Investment Management Co. LLC6.50%1,948,47134,975,054-7,570-0.39%
Forest Hill Capital LLC5.55%1,662,40029,840,080-232,991-12.29%
BlackRock Fund Advisors5.45%1,633,11629,314,432-50,205-2.98%
Dimensional Fund Advisors LP4.14%1,241,17722,279,127+93,153+8.11%
Investment Counselors of Maryland...3.63%1,088,85419,544,92900.00%
The Vanguard Group, Inc.3.60%1,078,10219,351,931+63,247+6.23%
The Banc Funds Company LLC3.27%978,73817,568,347+82,500+9.21%
Goldman Sachs Asset Management LP3.27%978,47417,563,608+118,408+13.77%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,468,43500.00%
Schroder Investment Management No...2.06%616,93111,073,91100.00%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48125,874,584-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.20%658,66511,823,037+79,994+13.82%
Vanguard Total Stock Market Index...1.86%557,29410,003,427+20,124+3.75%
Nuveen NWQ Small Cap Value Fund1.75%525,6609,435,59700.00%
Heartland Value Fund1.60%478,0008,580,10000.00%
iShares Russell 2000 ETF1.59%477,0028,562,186-9,555-1.96%
Advisors Inner Circle - ICM Small...1.56%466,6658,376,63700.00%
Vanguard Extended Market Index Fu...1.34%401,1507,200,643-580-0.14%
Schroder UTL - US Smaller Compani...1.00%300,2005,388,590+98,900+49.13%
DFA US Small Cap Value Portfolio0.88%263,5054,729,915+48,342+22.47%