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Heritage Financial (HFWA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Heritage Financial (NASDAQ:HFWA)

Current
Institutional Ownership
Percentage
78.30%
Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$47.56M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$28.31M
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HFWA Institutional Buying and Selling by Quarter

Heritage Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Yousif Capital Management LLC15,794$306K0.0%-8.5%0.046%
4/24/2024 Assenagon Asset Management S.A.205,854$3.99M0.0%+6.2%0.594%
4/19/2024 Kiley Juergens Wealth Management LLC239,596$4.65M1.4%+0.7%0.691%
4/18/2024 Allspring Global Investments Holdings LLC128,587$2.49M0.0%-3.2%0.371%
4/17/2024 Hennion & Walsh Asset Management Inc.11,123$216K0.0%N/A0.032%
3/22/2024PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
3/5/2024Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%
3/1/2024Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%
2/15/2024Penn Capital Management Company LLC31,337$670K0.1%N/A0.090%
2/15/2024Forest Hill Capital LLC211,590$4.53M2.4%-16.9%0.606%
2/13/2024Tower Research Capital LLC TRC2,892$62K0.0%-77.7%0.008%
2/12/2024Pacific Ridge Capital Partners LLC60,628$1.30M0.3%+27.7%0.174%
2/12/2024Hsbc Holdings PLC182,650$3.93M0.0%+899.6%0.523%
2/9/2024Aigen Investment Management LP10,003$214K0.0%-20.8%0.029%
2/9/2024Quest Partners LLC21,399$458K0.1%N/A0.061%
2/9/2024Trexquant Investment LP50,191$1.07M0.0%+85.8%0.144%
2/8/2024Great Lakes Advisors LLC211,628$4.53M0.0%+16.5%0.606%
2/8/2024Panagora Asset Management Inc.133,523$2.86M0.0%+72.3%0.383%
2/8/2024Heartland Advisors Inc.446,000$9.54M0.5%-1.3%1.278%
2/7/2024Boston Partners65,932$1.41M0.0%-5.0%0.189%
2/7/2024Principal Financial Group Inc.181,890$3.89M0.0%-4.0%0.521%
2/7/2024Dimensional Fund Advisors LP1,733,722$37.09M0.0%+5.6%4.968%
2/7/2024BNP Paribas Financial Markets44,528$952K0.0%+62.1%0.128%
2/7/2024Teacher Retirement System of Texas10,481$224K0.0%-47.6%0.030%
2/6/2024Charles Schwab Investment Management Inc.1,008,656$21.58M0.0%+2.6%2.890%
2/6/2024 Amalgamated Bank13,216$283K0.0%-6.0%0.038%
2/6/2024Swiss National Bank69,068$1.48M0.0%-10.5%0.198%
2/6/2024McIlrath & Eck LLC1,698$36K0.0%-40.2%0.005%
2/5/2024Russell Investments Group Ltd.28,970$620K0.0%+153.4%0.083%
2/1/2024 Yousif Capital Management LLC17,259$369K0.0%-7.7%0.049%
2/1/2024New York State Common Retirement Fund17,205$368K0.0%+53.8%0.049%
2/1/2024Illinois Municipal Retirement Fund19,881$425K0.0%-5.8%0.057%
1/31/2024Federated Hermes Inc.50,507$1.08M0.0%-22.5%0.145%
1/30/2024 Kiley Juergens Wealth Management LLC237,855$5.09M1.7%-0.8%0.682%
1/30/2024Strs Ohio30,500$652K0.0%-16.4%0.087%
1/29/2024 Louisiana State Employees Retirement System17,500$374K0.0%N/A0.050%
1/25/2024 Allspring Global Investments Holdings LLC132,804$2.84M0.0%-20.7%0.381%
1/24/2024Mirae Asset Global Investments Co. Ltd.19,644$420K0.0%+5.1%0.056%
1/24/2024 DekaBank Deutsche Girozentrale3,763$81K0.0%N/A0.011%
1/24/2024Arizona State Retirement System9,798$210K0.0%N/A0.028%
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1/17/2024 Assenagon Asset Management S.A.193,846$4.15M0.0%+35.4%0.555%
1/11/2024Ziegler Capital Management LLC35,566$761K0.0%+9.1%0.102%
12/18/2023Vanguard Group Inc.2,560,289$41.76M0.0%-3.2%7.336%
12/6/2023Citigroup Inc.27,141$443K0.0%-56.7%0.078%
11/15/2023Schroder Investment Management Group535,820$8.74M0.0%+34.7%1.535%
11/15/2023EJF Capital LLC42,051$686K0.3%-15.1%0.120%
11/15/2023AQR Capital Management LLC287,402$4.69M0.0%+1,585.8%0.824%
11/14/2023Trexquant Investment LP27,018$441K0.0%-71.2%0.077%
11/13/2023Connor Clark & Lunn Investment Management Ltd.38,311$625K0.0%N/A0.110%
11/13/2023Federated Hermes Inc.65,144$1.06M0.0%-49.9%0.187%
11/13/2023Stifel Financial Corp112,374$1.83M0.0%-0.7%0.322%
11/13/2023Hsbc Holdings PLC18,273$299K0.0%+50.1%0.052%
11/13/2023Aigen Investment Management LP12,637$206K0.0%N/A0.036%
11/13/2023Rafferty Asset Management LLC31,840$519K0.0%-40.3%0.091%
11/13/2023Pacific Ridge Capital Partners LLC47,463$774K0.2%+35.2%0.136%
11/13/2023Lord Abbett & CO. LLC269,292$4.39M0.0%+6.7%0.772%
11/9/2023Rhumbline Advisers109,817$1.79M0.0%-1.1%0.313%
11/9/2023Citigroup Inc.27,141$443K0.0%-56.7%0.077%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,431$382K0.0%-40.9%0.067%
11/9/2023Texas Permanent School Fund Corp29,510$481K0.0%-4.4%0.084%
11/8/2023Charles Schwab Investment Management Inc.982,685$16.03M0.0%+4.8%2.804%
11/8/2023Sequoia Financial Advisors LLC11,256$184K0.0%N/A0.032%
11/8/2023Swiss National Bank77,168$1.26M0.0%+1.8%0.220%
11/8/2023Heartland Advisors Inc.452,100$7.37M0.4%+1.1%1.290%
11/8/2023Boston Partners69,371$1.13M0.0%-13.1%0.198%
11/7/2023Great Lakes Advisors LLC181,603$2.96M0.0%+28.9%0.518%
11/7/2023Quantbot Technologies LP5,000$82K0.0%-73.7%0.014%
11/7/2023Barclays PLC59,258$966K0.0%-14.4%0.169%
11/6/2023Illinois Municipal Retirement Fund21,111$344K0.0%N/A0.060%
11/6/2023 Assenagon Asset Management S.A.143,158$2.34M0.0%-35.3%0.408%
11/2/2023Principal Financial Group Inc.189,566$3.09M0.0%-5.1%0.541%
10/31/2023Teacher Retirement System of Texas20,011$326K0.0%-4.2%0.057%
10/31/2023Panagora Asset Management Inc.77,487$1.26M0.0%+118.9%0.221%
10/30/2023 Yousif Capital Management LLC18,689$305K0.0%-5.8%0.053%
10/27/2023 Allspring Global Investments Holdings LLC167,418$2.73M0.0%-34.3%0.478%
10/26/2023Mirae Asset Global Investments Co. Ltd.18,697$305K0.0%+6.2%0.053%
10/24/2023 Bank of New York Mellon Corp928,004$15.14M0.0%+7.6%2.648%
10/24/2023 Maryland State Retirement & Pension System12,909$211K0.0%-5.5%0.037%
10/17/2023 Kiley Juergens Wealth Management LLC239,743$3.91M1.4%+12.9%0.684%
10/16/2023Ziegler Capital Management LLC32,604$532K0.0%-10.5%0.093%
10/16/2023 State of Alaska Department of Revenue21,822$355K0.0%-5.4%0.062%
10/13/2023SG Americas Securities LLC8,909$145K0.0%N/A0.025%
9/21/2023Barclays PLC69,198$1.12M0.0%+85.1%0.197%
9/13/2023 CGC Financial Services LLC6,159$100K0.1%N/A0.018%
8/14/2023WINTON GROUP Ltd18,108$293K0.0%-37.4%0.052%
8/14/2023Graham Capital Management L.P.14,121$228K0.0%N/A0.040%
8/11/2023SageView Advisory Group LLC13,331$216K0.0%N/A0.038%
8/11/2023Panagora Asset Management Inc.35,399$572K0.0%-56.4%0.101%
8/11/2023Numerai GP LLC49,971$808K0.2%N/A0.143%
8/11/2023The Manufacturers Life Insurance Company284,191$4.60M0.0%+129.4%0.811%
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8/11/2023Schroder Investment Management Group397,905$6.43M0.0%-0.2%1.135%
8/11/2023Trexquant Investment LP93,899$1.52M0.0%+201.6%0.268%
8/10/2023Martin & Co. Inc. TN143,397$2.32M0.6%+58.2%0.409%
8/10/2023Great Lakes Advisors LLC140,936$2.28M0.0%-17.2%0.402%
8/10/2023Boston Partners79,856$1.29M0.0%-25.8%0.228%
8/10/2023Charles Schwab Investment Management Inc.937,633$15.16M0.0%+7.3%2.675%
8/9/2023Dimensional Fund Advisors LP1,825,141$29.51M0.0%-12.1%5.208%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS39,633$641K0.0%+6.6%0.113%
8/8/2023Rhumbline Advisers110,992$1.80M0.0%+3.8%0.317%
8/7/2023Principal Financial Group Inc.199,801$3.23M0.0%-11.2%0.570%
(Data available from 1/1/2016 forward)

HFWA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HFWA shares?

During the previous two years, 121 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Vanguard Group Inc. ($41.76M), Dimensional Fund Advisors LP ($37.09M), Charles Schwab Investment Management Inc. ($21.58M), Goldman Sachs Group Inc. ($19.94M), Basswood Capital Management L.L.C. ($15.68M), Bank of New York Mellon Corp ($15.14M), and Stieven Capital Advisors L.P. ($9.71M).Learn more on HFWA's institutional investors.

What percentage of Heritage Financial stock is owned by institutional investors?

78.30% of Heritage Financial stock is owned by institutional investors. Learn more on HFWA's institutional investor holdings.

Which institutional investors have been buying Heritage Financial stock?

Of the 102 institutional investors that purchased Heritage Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assenagon Asset Management S.A. ($401.23K), AQR Capital Management LLC ($270.35K), The Manufacturers Life Insurance Company ($247.24K), EJF Capital LLC ($245.93K), Great Lakes Advisors LLC ($241.00K), Victory Capital Management Inc. ($225.54K), and Dimensional Fund Advisors LP ($220.60K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 5,390,788 shares in the last 24 months. This purchase volume represents approximately $122.33M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 64 institutional investors that sold Heritage Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.80M), Dimensional Fund Advisors LP ($251.38K), Assenagon Asset Management S.A. ($195.37K), Allspring Global Investments Holdings LLC ($193.16K), Goldman Sachs Group Inc. ($90.45K), Vanguard Group Inc. ($85.97K), and Federated Hermes Inc. ($79.53K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,757,003 shares in the last 24 months. This volume of shares sold represents approximately $89.95M in transactions.


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This page (NASDAQ:HFWA) was last updated on 4/29/2024 by MarketBeat.com Staff

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