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Heritage Financial Corp (NASDAQ:HFWA)

28.95
Delayed Data
As of 2:06pm ET
 +0.25 / +0.87%
Today’s Change
17.42
Today|||52-Week Range
29.05
+12.43%
Year-to-Date
Institutional investors purchased a net $272.4 thousand shares of HFWA during the quarter ended June 2017 and now own 76.26% 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 stakeholders6.62%
Mutual fund holders38.79%
Other institutional37.47%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017T. ROWE PRICE ASSOCIATES, INC.  Bought 580.4 Thousand shares of Heritage Financial Corp
6/30/2017NORTHPOINTE CAPITAL LLC  Bought 231.8 Thousand shares of Heritage Financial Corp
6/30/2017THE BOSTON COMPANY ASSET MANAGEM...  Bought 231.8 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors6.12%1,835,00447,985,355-76,573-4.01%
Dimensional Fund Advisors LP5.40%1,619,71442,355,521+110,898+7.35%
NWQ Investment Management Co. LLC4.96%1,486,10138,861,541-19,361-1.29%
The Vanguard Group, Inc.4.01%1,200,34331,388,969-14,788-1.22%
Goldman Sachs Asset Management LP3.24%971,94325,416,309+23,985+2.53%
Investment Counselors of Maryland...3.03%908,92023,768,25800.00%
The Banc Funds Company LLC2.50%749,42319,597,411-278,552-27.10%
Manulife Asset Management (US) LL...2.28%682,17617,838,902+11,588+1.73%
Schroder Investment Management No...2.12%635,21216,610,794+20,273+3.30%
T. Rowe Price Associates, Inc.1.94%580,44815,178,715+580,448--

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Vanguard Total Stock Market Index...2.28%684,53417,900,564+11,971+1.78%
Goldman Sachs Small Cap Value Fun...2.15%642,93916,812,855+14,439+2.30%
iShares Russell 2000 ETF1.90%570,37514,915,306+6,466+1.15%
Burnham Financial Services Fund1.41%421,40211,019,662-28,050-6.24%
Heartland Value Fund1.34%400,00010,460,00000.00%
DFA US Small Cap Value Portfolio1.26%378,2459,891,107+29,075+8.33%
Vanguard Extended Market Index Fu...1.23%367,4189,607,981+2,754+0.76%
Advisors Inner Circle - ICM Small...1.15%343,0318,970,26100.00%
Nuveen NWQ Small Cap Value Fund1.12%335,9658,785,485-65,750-16.37%
Schroder UTL - US Smaller Compani...0.86%257,7496,740,13600.00%