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Heritage Financial Corp (NASDAQ:HFWA)

24.88
BATS BZX Real-Time Price
As of 3:24pm ET
 +0.73 / +3.00%
Today’s Change
16.18
Today|||52-Week Range
26.98
-3.40%
Year-to-Date
 
Individual stakeholders6.69%
Mutual fund holders39.06%
Other institutional33.86%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2016JACOBS ASSET MANAGEMENT LLC  Bought 386.3 Thousand shares of Heritage Financial Corp
12/31/2016RUSSELL INVESTMENT MANAGEMENT LL...  Bought 316.5 Thousand shares of Heritage Financial Corp
12/31/2016BLACKROCK FUND ADVISORS  Bought 223.5 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors6.40%1,916,89747,922,425+223,543+13.20%
NWQ Investment Management Co. LLC4.73%1,417,55435,438,850-495,041-25.88%
Dimensional Fund Advisors LP4.69%1,405,29535,132,375+93,629+7.14%
The Vanguard Group, Inc.3.82%1,145,14928,628,725+38,592+3.49%
The Banc Funds Company LLC3.22%964,73124,118,27500.00%
Goldman Sachs Asset Management LP3.17%949,88023,747,000-17,235-1.78%
Investment Counselors of Maryland...3.06%917,12022,928,000-31,134-3.28%
Manulife Asset Management (US) LL...2.34%700,98217,524,550+110,982+18.81%
Schroder Investment Management No...2.06%616,93115,423,27500.00%
SSgA Funds Management, Inc.1.92%576,05114,401,275+73,531+14.63%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48136,037,025-41,317-2.79%
Goldman Sachs Small Cap Value Fun...2.10%629,29515,732,375-20,290-3.12%
Vanguard Total Stock Market Index...2.01%602,52815,063,200+21,864+3.77%
iShares Russell 2000 ETF1.88%562,15714,053,925-24,570-4.19%
Heartland Value Fund1.60%478,00011,950,00000.00%
Burnham Financial Services Fund1.50%449,45211,236,300+449,452--
Vanguard Extended Market Index Fu...1.36%405,98810,149,700-78-0.02%
Nuveen NWQ Small Cap Value Fund1.34%401,71510,042,87500.00%
Advisors Inner Circle - ICM Small...1.15%343,0318,575,77500.00%
DFA US Small Cap Value Portfolio0.97%289,3457,233,625+25,840+9.81%