Heritage Financial Corp (NASDAQ:HFWA)

17.20
Delayed Data
As of May 28
 -0.11 / -0.64%
Today’s Change
15.24
Today|||52-Week Range
17.98
-1.99%
Year-to-Date
Institutional investors hold a majority ownership of HFWA through the 68.87% 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 March 2015, these large investors purchased a net $196.5 thousand shares.
Individual stakeholders6.36%
Other institutional40.97%
Mutual fund holders27.90%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2015SCHRODER INVESTMENT MANAGEMENT N...  Bought 231.7 Thousand shares of Heritage Financial Corp
3/31/2015MUTUAL OF AMERICA CAPITAL MANAGE...  Bought 143.2 Thousand shares of Heritage Financial Corp
3/31/2015THE BANC FUNDS CO. LLC  Bought 133.7 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 LLC6.63%2,005,52133,893,305-167,069-7.69%
BlackRock Fund Advisors5.33%1,611,46827,233,809+35,469+2.25%
Investment Counselors of Maryland...3.98%1,203,07920,332,035+36,800+3.16%
Woodmen of the World Life Insuran...3.07%926,84215,663,63000.00%
Dimensional Fund Advisors LP2.89%874,10314,772,341+40,840+4.90%
The Vanguard Group, Inc.2.82%852,03314,399,358+28,018+3.40%
The Banc Funds Co. LLC2.79%843,91214,262,113+133,700+18.83%
DePrince, Race & Zollo, Inc.2.63%794,39113,425,208+17,907+2.31%
Schroder Investment Management No...2.40%724,20012,238,980+231,700+47.05%
Goldman Sachs Asset Management LP2.13%644,23310,887,538-15,719-2.38%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.22%1,276,01021,564,569-388-0.03%
Advisors Inner Circle - ICM Small...2.01%607,26510,262,77900.00%
iShares Russell 2000 ETF1.61%486,3128,218,673-26,162-5.11%
Heartland Value Fund1.58%478,0008,078,20000.00%
Vanguard Total Stock Market Index...1.54%466,5457,884,61100.00%
Goldman Sachs Small Cap Value Fun...1.45%437,6067,395,541-12,226-2.72%
Vanguard Extended Market Index Fu...0.97%292,8484,949,131+2,314+0.80%
John Hancock - Regional Bank Fund0.83%250,9864,241,66300.00%
iShares Russell 2000 Value ETF0.72%216,6443,661,284+8,722+4.19%
Schroder UTL - US Smaller Compani...0.67%201,3003,401,970+34,900+20.97%

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