Heritage Financial Corp (NASDAQ:HFWA)

Data as of Apr 16
 +0.16 / +0.97%
Today’s Change
Today|||52-Week Range
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

Latest Institutional Activity

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

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
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
Total value ($)Shares
bought / sold
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%

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