Heritage Financial Corp (NASDAQ:HFWA)

16.70
Data as of Apr 16
 +0.16 / +0.97%
Today’s Change
13.25
Today|||52-Week Range
18.64
-2.34%
Year-to-Date
Institutional investors purchased a net $888.5 thousand shares of HFWA during the quarter ended December 2013 and now own 68.78% 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.
Other institutional39.62%
Mutual fund holders29.16%
Individual stakeholders10.08%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

1/31/2014EACM ADVISORS LLC  Bought 17.2 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Forest Hill Capital LLC6.93%1,123,68219,012,699+54,921+5.14%
Investment Counselors of Maryland...6.62%1,073,19318,158,426+312,693+41.12%
Woodmen of the World Life Insuran...5.72%926,84215,682,167+98,762+11.93%
BlackRock Fund Advisors5.65%916,14715,501,207+6,443+0.71%
Endeavour Capital Advisors, Inc.4.42%716,09212,116,277+61,796+9.44%
Goldman Sachs Asset Management LP3.15%510,2828,633,971+6,346+1.26%
American Century Investment Manag...2.98%483,8478,186,691-139,833-22.42%
The Banc Funds Co. LLC2.90%470,2497,956,613-79,700-14.49%
Dimensional Fund Advisors LP2.53%409,5996,930,415+13,991+3.54%
DePrince, Race & Zollo, Inc.2.52%408,4116,910,314+3,950+0.98%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Advisors Inner Circle - ICM Small...3.93%636,84710,775,451-13,650-2.10%
Stichting Pensioenfonds ABP (Glob...3.76%610,53810,330,303-10,551-1.70%
American Century Small Cap Value ...2.28%370,0006,260,400-101,818-21.58%
Goldman Sachs Small Cap Value Fun...2.04%331,5595,609,978+5,426+1.66%
Heartland Value Fund1.85%300,0005,076,00000.00%
iShares Russell 2000 ETF1.61%260,7434,411,772+15,635+6.38%
Vanguard Total Stock Market Index...1.42%230,2573,895,948+2,118+0.93%
John Hancock Regional Bank Fund0.87%141,0152,385,97400.00%
John Hancock Funds - Financial Op...0.83%134,4662,275,16500.00%
Vanguard Extended Market Index Fu...0.76%123,8832,096,100+11,807+10.53%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.