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Heritage Financial Corp (NASDAQ:HFWA)

17.23
Delayed Data
As of May 05
 -0.23 / -1.32%
Today’s Change
16.42
Today|||52-Week Range
19.80
-8.55%
Year-to-Date
The 75.16% of HFWA shares held by institutional investors is a greater percentage than is typically held for stocks in the Regional Banks industry.
Individual stakeholders6.50%
Other institutional40.18%
Mutual fund holders34.98%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2016INDEPENDENT PORTFOLIO CONSULTANT...  Bought 7.1 Thousand shares of Heritage Financial Corp
3/31/2016NISA INVESTMENT ADVISORS LLC  Bought 1.8 Thousand shares of Heritage Financial Corp
4/07/2016STATE STREET GLOBAL ADVISORS LTD...  Sold 84.00 shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Forest Hill Capital LLC6.32%1,895,39133,302,020-305,199-13.87%
NWQ Investment Management Co. LLC5.92%1,775,33831,192,689+874,123+96.99%
BlackRock Fund Advisors5.71%1,712,05330,080,771+22,831+1.35%
Investment Counselors of Maryland...3.62%1,084,20419,049,46400.00%
Dimensional Fund Advisors LP3.52%1,056,38118,560,614+97,366+10.15%
The Vanguard Group, Inc.3.14%939,79516,512,198+41,958+4.67%
Woodmen of the World Life Insuran...3.09%926,84216,284,61400.00%
The Banc Funds Company LLC3.05%914,23816,063,16200.00%
Goldman Sachs Asset Management LP2.46%737,21412,952,850-13,077-1.74%
Thomson, Horstmann & Bryant, Inc.2.13%638,91011,225,649-11,500-1.77%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Stichting Pensioenfonds ABP (Glob...4.81%1,441,48125,326,821-41,317-2.79%
Advisors Inner Circle - ICM Small...2.03%607,26510,669,64600.00%
Vanguard Total Stock Market Index...1.77%531,0439,330,426+3,408+0.65%
Nuveen NWQ Small Cap Value Fund1.68%502,8058,834,284+34,560+7.38%
Goldman Sachs Small Cap Value Fun...1.64%492,3208,650,062-13,842-2.73%
Heartland Value Fund1.59%478,0008,398,46000.00%
iShares Russell 2000 ETF1.56%468,1668,225,677-2,163-0.46%
Vanguard Extended Market Index Fu...1.27%382,1416,714,217+11,754+3.17%
John Hancock - Regional Bank Fund0.84%250,9864,409,82400.00%
Rainier Small Mid Cap Equity Port...0.70%208,7603,667,913+9,450+4.74%