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Heritage Financial Corp (NASDAQ:HFWA)

Delayed Data
As of May 26
 0.00 / 0.00%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $370.1 thousand shares of HFWA during the quarter ended March 2017 and now own 75.84% 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 stakeholders6.65%
Other institutional40.30%
Mutual fund holders35.54%

Largest Quarterly Institutional

Latest Institutional Activity

3/31/2017MENDON CAPITAL ADVISORS CORP.  Bought 455.3 Thousand shares of Heritage Financial Corp
3/31/2017JPMORGAN INVESTMENT MANAGEMENT, ...  Bought 323.0 Thousand shares of Heritage Financial Corp
3/31/2017RMB CAPITAL MANAGEMENT LLC  Bought 253.0 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
BlackRock Fund Advisors6.38%1,911,57750,465,633-5,320-0.28%
Dimensional Fund Advisors LP5.03%1,508,81639,832,742+103,521+7.37%
NWQ Investment Management Co. LLC5.02%1,505,46239,744,197-407,133-21.29%
The Vanguard Group, Inc.4.05%1,215,13132,079,458+69,982+6.11%
The Banc Funds Company LLC3.43%1,027,97527,138,540+63,244+6.56%
Goldman Sachs Asset Management LP3.16%947,95825,026,091-1,922-0.20%
Investment Counselors of Maryland...3.03%908,92023,995,488-8,200-0.89%
Manulife Asset Management (US) LL...2.24%670,58817,703,523-30,394-4.34%
Schroder Investment Management No...2.05%614,93916,234,390-1,992-0.32%
Thomson, Horstmann & Bryant, Inc.1.83%547,68014,458,752+58,840+12.04%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Goldman Sachs Small Cap Value Fun...2.10%628,50016,592,400-795-0.13%
Vanguard Total Stock Market Index...2.09%626,11716,529,489+5,100+0.82%
iShares Russell 2000 ETF2.04%611,71416,149,250-4,815-0.78%
Heartland Value Fund1.60%478,00012,619,20000.00%
Burnham Financial Services Fund1.50%449,45211,865,53300.00%
Vanguard Extended Market Index Fu...1.40%418,63211,051,885+2,510+0.60%
Nuveen NWQ Small Cap Value Fund1.34%401,71510,605,27600.00%
DFA US Small Cap Value Portfolio1.17%349,1709,218,088+59,825+20.68%
Advisors Inner Circle - ICM Small...1.15%343,0319,056,01800.00%
iShares Russell 2000 Value ETF0.88%263,0626,944,837-180-0.07%