Heritage Financial Corp (NASDAQ:HFWA)

25.02
Delayed Data
As of Oct 20
 +0.44 / +1.79%
Today’s Change
19.75
Today|||52-Week Range
30.86
+6.97%
Year-to-Date
Institutional investors hold a majority ownership of HFWA through the 79.70% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Regional Banks industry.
Mutual fund holders54.07%
Individual stakeholders5.40%
Other institutional25.63%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

9/30/2021KILEY JUERGENS WEALTH MANAGEMENT...  Bought 3.2 Thousand shares of Heritage Financial Corp
10/07/2021IRISH LIFE INVESTMENT MANAGERS L...  Bought 2.2 Thousand shares of Heritage Financial Corp
9/30/2021CREDIT SUISSE ASSET MANAGEMENT (...  Bought 1.8 Thousand shares of Heritage Financial Corp

Top 10 Owners of Heritage Financial Corp

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors13.80%4,962,260126,537,630+24,975+0.51%
T. Rowe Price Associates, Inc. (I...9.73%3,499,97089,249,235-21,275-0.60%
The Vanguard Group, Inc.5.65%2,032,07751,817,964-219,543-9.75%
Dimensional Fund Advisors LP4.62%1,661,25242,361,926+21,163+1.29%
AllianceBernstein LP4.21%1,513,26438,588,232-91,104-5.68%
SSgA Funds Management, Inc.4.07%1,463,34237,315,221+21,392+1.48%
Goldman Sachs Asset Management LP3.09%1,113,04828,382,724+33,903+3.14%
Invesco Advisers, Inc.2.30%826,11021,065,805-72,397-8.06%
Victory Capital Management, Inc. ...1.88%676,02617,238,663+36,120+5.64%
Schroder Investment Management No...1.77%635,90616,215,603+16,483+2.66%

Top 10 Mutual Funds Holding Heritage Financial Corp

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Core S&P Small Cap ETF6.39%2,298,08258,601,091+11,758+0.51%
T Rowe Price Small Cap Value Fund2.81%1,009,83325,750,742-22,700-2.20%
Vanguard Total Stock Market Index...2.80%1,006,48325,665,31700.00%
T Rowe Price Small Cap Stock Fund2.17%781,35619,924,578-16,656-2.09%
iShares Russell 2000 ETF2.15%775,16619,766,73300.00%
Goldman Sachs Small Cap Value Fun...1.72%618,77615,778,788+15,508+2.57%
iShares S&P Small Cap 600 Value E...1.56%562,34614,339,82300.00%
Vanguard Extended Market Index Fu...1.50%538,76613,738,533+971+0.18%
T Rowe Price Institutional Small ...1.36%489,60012,484,800+2,600+0.53%
Invesco Main Street Small Cap Fun...1.17%420,79510,730,27300.00%