Heritage Financial Corp (NASDAQ:HFWA)

16.12
Delayed Data
As of Feb 27
 -0.17 / -1.04%
Today’s Change
15.05
Today|||52-Week Range
18.22
-8.15%
Year-to-Date
Institutional investors hold a majority ownership of HFWA through the 69.51% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry. Last, during the quarter ended December 2014, these large investors purchased a net $129.5 thousand shares.
Individual stakeholders6.23%
Other institutional42.78%
Mutual fund holders26.73%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

12/31/2014ALPHAONE INVESTMENT SERVICES LLC  Bought 186.9 Thousand shares of Heritage Financial Corp
12/31/2014BLACKROCK FUND ADVISORS  Bought 141.3 Thousand shares of Heritage Financial Corp
12/31/2014PENN CAPITAL MANAGEMENT CO., INC...  Bought 135.2 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 LLC7.18%2,172,59033,718,597-52,795-2.37%
BlackRock Fund Advisors5.21%1,575,99924,459,504+141,298+9.85%
Investment Counselors of Maryland...3.86%1,166,27918,100,65000.00%
Wellington Management Co. LLP3.71%1,121,81817,410,615-8,313-0.74%
Woodmen of the World Life Insuran...3.06%926,84214,384,58800.00%
Dimensional Fund Advisors LP2.75%833,26312,932,242+66,432+8.66%
The Vanguard Group, Inc.2.72%824,01512,788,713+32,299+4.08%
DePrince, Race & Zollo, Inc.2.57%776,48412,051,032-24,890-3.11%
The Banc Funds Co. LLC2.35%710,21211,022,49000.00%
Endeavour Capital Advisors, Inc.2.20%664,69110,316,004-341,650-33.95%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.22%1,276,01019,803,675-388-0.03%
Advisors Inner Circle - ICM Small...2.01%607,2659,424,75300.00%
iShares Russell 2000 ETF1.67%504,9557,836,902-17,201-3.29%
Heartland Value Fund1.58%478,0007,418,56000.00%
Vanguard Total Stock Market Index...1.54%466,5457,240,77800.00%
Goldman Sachs Small Cap Value Fun...1.49%449,8326,981,393+33,547+8.06%
Vanguard Extended Market Index Fu...0.93%279,7864,342,279+12,933+4.85%
John Hancock - Regional Bank Fund0.85%257,4833,996,13600.00%
iShares Russell 2000 Value ETF0.70%212,5933,299,443+3,114+1.49%
American Century Small Cap Value ...0.66%200,0003,104,000-100,000-33.33%

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