Heritage Financial (HFWA) Institutional Ownership

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

Of the 131 institutional investors that purchased Heritage Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($5.81M), Jennison Associates LLC ($2.09M), Victory Capital Management Inc. ($1.70M), Basswood Capital Management L.L.C. ($1.07M), Algebris UK Ltd. ($990.09K), Wellington Management Group LLP ($463.40K), and Bank of New York Mellon Corp ($411.83K).

Institutional investors have bought a total of 11,763,383 shares in the last 24 months. This purchase volume represents approximately $333.21M in transactions.

Of the 52 institutional investors that sold Heritage Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($466.57K), Victory Capital Management Inc. ($190.64K), Renaissance Technologies LLC ($97.49K), Dimensional Fund Advisors LP ($81.48K), Arrowstreet Capital Limited Partnership ($72.35K), Kiley Juergens Wealth Management LLC ($57.84K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($53.60K).

Institutional investors have sold a total of 1,515,302 shares in the last 24 months. This volume of shares sold represents approximately $37.20M in transactions.