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Heritage Financial Corp (NASDAQ:HFWA)

BATS BZX Real-Time Price
As of 3:26pm ET
 +0.20 / +1.03%
Today’s Change
Today|||52-Week Range
Institutional investors purchased a net $728.9 thousand shares of HFWA during the quarter ended September 2015 and now own 73.67% 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 stakeholders6.44%
Other institutional42.26%
Mutual fund holders31.41%

Largest Quarterly Institutional

Latest Institutional Activity

9/30/2015NWQ INVESTMENT MANAGEMENT CO. LL...  Bought 901.2 Thousand shares of Heritage Financial Corp
9/30/2015THOMSON, HORSTMANN & BRYANT, INC...  Bought 386.5 Thousand shares of Heritage Financial Corp
9/30/2015RAINIER INVESTMENT MANAGEMENT LL...  Bought 272.1 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

Total value ($)Shares
bought / sold
Forest Hill Capital LLC7.34%2,200,59040,534,86800.00%
BlackRock Fund Advisors5.64%1,689,22231,115,469+72,939+4.51%
Investment Counselors of Maryland...3.62%1,084,20419,971,038-118,875-9.88%
Dimensional Fund Advisors LP3.20%959,01517,665,056+55,794+6.18%
Woodmen of the World Life Insuran...3.09%926,84217,072,43000.00%
The Banc Funds Co. LLC3.05%914,23816,840,26400.00%
NWQ Investment Management Co. LLC3.01%901,21516,600,380+901,215--
The Vanguard Group, Inc.3.00%897,83716,538,158+28,331+3.26%
Goldman Sachs Asset Management LP2.50%750,29113,820,360+54,586+7.85%
Schroder Investment Management No...2.41%721,50013,290,030-14,400-1.96%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Stichting Pensioenfonds ABP (Glob...4.99%1,496,40727,563,817-19,828-1.31%
Advisors Inner Circle - ICM Small...2.03%607,26511,185,82100.00%
Goldman Sachs Small Cap Value Fun...1.69%506,1629,323,504+36,754+7.83%
Heartland Value Fund1.60%478,0008,804,76000.00%
Vanguard Total Stock Market Index...1.59%477,6778,798,81000.00%
iShares Russell 2000 ETF1.53%459,5948,465,721+9,500+2.11%
Vanguard Extended Market Index Fu...1.09%325,8356,001,881+6,759+2.12%
John Hancock - Regional Bank Fund0.84%250,9864,623,16200.00%
iShares Russell 2000 Value ETF0.70%210,1643,871,221+1,169+0.56%
Mutual of America Small Cap Growt...0.68%204,8123,772,637+75,034+57.82%