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NASDAQ:HFWAHeritage Financial Institutional Ownership

$20.10
+0.79 (+4.09 %)
(As of 04/7/2020 10:03 AM ET)
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Compare
Today's Range
$19.07
Now: $20.10
$20.36
50-Day Range
$18.12
MA: $22.05
$26.83
52-Week Range
$17.07
Now: $20.10
$31.81
Volume5,586 shs
Average Volume265,678 shs
Market Capitalization$728.02 million
P/E Ratio10.98
Dividend Yield4.30%
Beta0.83

Institutional Ownership

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

Institutional Ownership Percentage: 80.30%

Institutional Buying and Selling by Quarter

Heritage Financial (NASDAQ HFWA) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/6/2020State of Alaska Department of Revenue33,972$0.68M0.0%+22.9%0.094%
2/20/2020Geode Capital Management LLC494,401$13.99M0.0%+5.2%1.350%
2/18/2020Alliancebernstein L.P.1,388,423$39.29M0.0%+3.2%3.791%
2/17/2020Ladenburg Thalmann Financial Services Inc.17,048$0.48M0.0%-63.0%0.047%
2/14/2020Bank of America Corp DE56,025$1.59M0.0%-56.2%0.153%
2/14/2020Jacobs Levy Equity Management Inc.43,705$1.24M0.0%+59.3%0.119%
2/14/2020Marshall Wace LLP48,191$1.36M0.0%-68.5%0.132%
2/14/2020Bank of New York Mellon Corp827,117$23.41M0.0%+65.6%2.259%
2/14/2020Goldman Sachs Group Inc.1,276,679$36.13M0.0%+8.5%3.486%
2/14/2020UBS Group AG53,186$1.51M0.0%+18.7%0.145%
2/14/2020Dynamic Technology Lab Private Ltd11,746$0.33M0.1%N/A0.032%
2/14/2020Public Sector Pension Investment Board82,044$2.32M0.0%-12.4%0.224%
2/13/2020Hotchkis & Wiley Capital Management LLC126,070$3.57M0.0%N/A0.344%
2/13/2020Pinebridge Investments L.P.19,453$0.55M0.0%N/A0.053%
2/13/2020Renaissance Technologies LLC42,499$1.20M0.0%-38.0%0.116%
2/12/2020Credit Suisse AG37,762$1.07M0.0%-3.7%0.103%
2/12/2020Penn Capital Management Co. Inc.245,688$6.95M0.7%+593.2%0.671%
2/12/2020Citigroup Inc.45,049$1.28M0.0%+78.0%0.123%
2/11/2020THB Asset Management214,433$6.07M1.1%-32.8%0.586%
2/11/2020Great West Life Assurance Co. Can45,153$1.27M0.0%N/A0.123%
2/11/2020Schroder Investment Management Group456,919$12.93M0.0%+9.5%1.248%
2/11/2020Quantitative Systematic Strategies LLC14,604$0.41M0.1%+88.6%0.040%
2/10/2020Barclays PLC55,421$1.57M0.0%+52.5%0.151%
2/10/2020Bank of Montreal Can40,619$1.15M0.0%+613.4%0.111%
2/10/2020Quantbot Technologies LP2,225$62K0.0%+21.1%0.006%
2/7/2020Eagle Asset Management Inc.171,768$4.86M0.0%-45.1%0.469%
2/7/2020Charles Schwab Investment Management Inc.226,252$6.40M0.0%+0.4%0.618%
2/7/2020PNC Financial Services Group Inc.1,758$50K0.0%+136.0%0.005%
2/6/2020Victory Capital Management Inc.619,647$17.54M0.0%+31.6%1.692%
2/6/2020Sei Investments Co.14,098$0.40M0.0%N/A0.038%
2/6/2020State of Tennessee Treasury Department11,194$0.32M0.0%-23.0%0.031%
2/6/2020State Street Corp1,208,719$34.21M0.0%+5.8%3.301%
2/6/2020Boston Partners137,790$3.90M0.0%+0.9%0.376%
2/6/2020Swiss National Bank70,568$2M0.0%+1.9%0.193%
2/5/2020American International Group Inc.26,461$0.75M0.0%-2.7%0.072%
2/5/2020Rhumbline Advisers137,217$3.88M0.0%+4.5%0.375%
2/5/2020New York State Common Retirement Fund32,100$0.91M0.0%-18.5%0.088%
2/5/2020Principal Financial Group Inc.289,306$8.19M0.0%-0.5%0.790%
2/4/2020Victory Capital Management Inc.608,658$15.69M0.0%+29.3%1.662%
2/4/2020Aigen Investment Management LP2,465$70K0.0%N/A0.007%
2/4/2020US Bancorp DE1,337$38K0.0%-34.3%0.004%
2/3/2020First Trust Advisors LP49,634$1.41M0.0%+5.7%0.136%
1/29/2020Rice Hall James & Associates LLC64,781$1.83M0.1%-1.8%0.177%
1/28/2020SG Americas Securities LLC8,554$0.24M0.0%+111.7%0.023%
1/27/2020California Public Employees Retirement System85,479$2.42M0.0%+12.7%0.233%
1/27/2020Arizona State Retirement System24,418$0.69M0.0%-43.6%0.067%
1/21/2020Kiley Juergens Wealth Management LLC96,252$2.72M2.4%+3.3%0.263%
1/17/2020Louisiana State Employees Retirement System12,510$0.35M0.0%-8.0%0.034%
1/7/2020State of Alaska Department of Revenue27,647$0.78M0.0%-2.4%0.075%
11/27/2019Metropolitan Life Insurance Co NY11,611$0.31M0.0%+4.2%0.032%
11/27/2019Millennium Management LLC364,543$9.83M0.0%-52.0%0.995%
11/27/2019Barclays PLC36,348$0.98M0.0%-10.5%0.099%
11/27/2019California State Teachers Retirement System57,113$1.54M0.0%+1.3%0.156%
11/27/2019Stifel Financial Corp146,550$3.95M0.0%+5.8%0.400%
11/27/2019Boston Partners136,592$3.68M0.0%-1.2%0.373%
11/27/2019State Street Corp1,142,149$30.79M0.0%+2.3%3.119%
11/5/2019Mason Street Advisors LLC12,523$0.34M0.0%+13.0%0.034%
11/4/2019Eagle Asset Management Inc.312,708$8.43M0.0%-27.6%0.848%
11/4/2019SG Americas Securities LLC4,040$0.11M0.0%-64.2%0.011%
11/4/2019First Trust Advisors LP46,958$1.27M0.0%+75.5%0.127%
11/4/2019Keybank National Association OH42,850$1.16M0.0%-2.1%0.116%
11/1/2019Russell Investments Group Ltd.4,987$0.13M0.0%N/A0.014%
10/31/2019Emerald Mutual Fund Advisers Trust52,558$1.42M0.1%-77.2%0.143%
10/31/2019Texas Permanent School Fund25,103$0.68M0.0%+11.4%0.068%
10/31/2019Comerica Bank34,497$0.93M0.0%-69.5%0.094%
10/31/2019California Public Employees Retirement System75,879$2.05M0.0%+31.6%0.206%
10/30/2019State of Tennessee Treasury Department14,540$0.39M0.0%+8.5%0.039%
10/30/2019Rice Hall James & Associates LLC65,958$1.78M0.1%-6.0%0.179%
10/29/2019Municipal Employees Retirement System of Michigan23,600$0.64M0.0%-9.3%0.064%
10/24/2019New York State Teachers Retirement System13,796$0.37M0.0%+8.7%0.037%
10/24/2019Louisiana State Employees Retirement System13,600$0.37M0.0%+9.7%0.037%
10/23/2019Rhumbline Advisers131,274$3.54M0.0%+25.3%0.356%
10/9/2019Elite Wealth Management Inc.14,000$0.38M0.5%N/A0.038%
10/2/2019State of Alaska Department of Revenue28,330$0.76M0.0%+150.8%0.077%
8/26/2019Boston Partners138,260$4.08M0.0%-6.3%0.375%
8/17/2019Royal Bank of Canada260,088$7.68M0.0%-8.0%0.705%
8/17/2019Ladenburg Thalmann Financial Services Inc.45,174$1.35M0.0%-3.0%0.122%
8/16/2019Susquehanna International Group LLP14,620$0.43M0.0%N/A0.040%
8/15/2019Waddell & Reed Financial Inc.518,881$15.33M0.0%-15.7%1.407%
8/15/2019Nuveen Asset Management LLC146,600$4.33M0.0%N/A0.398%
8/15/2019Price T Rowe Associates Inc. MD3,535,023$104.43M0.0%-0.9%9.585%
8/15/2019Martin & Co. Inc. TN84,575$2.50M0.7%+32.1%0.229%
8/15/2019Victory Capital Management Inc.76,696$2.27M0.0%-8.4%0.208%
8/15/2019UBS Asset Management Americas Inc.21,233$0.63M0.0%+2.4%0.058%
8/14/2019Citadel Advisors LLC36,895$1.09M0.0%+155.4%0.100%
8/14/2019Marshall Wace LLP103,153$3.05M0.0%N/A0.280%
8/14/2019Morgan Stanley166,872$4.93M0.0%+157.1%0.452%
8/14/2019Bank of America Corp DE84,906$2.51M0.0%+58.8%0.230%
8/14/2019Marshall Wace North America L.P.10,010$0.30M0.0%N/A0.027%
8/14/2019Invesco Ltd.1,059,728$31.31M0.0%+110.8%2.872%
8/14/2019Vanguard Group Inc.2,140,623$63.23M0.0%-0.4%5.801%
8/14/2019Cardinal Capital Management LLC CT626,034$18.49M0.6%-35.7%1.697%
8/13/2019Jacobs Levy Equity Management Inc.27,430$0.81M0.0%+11.9%0.074%
8/13/2019BlackRock Inc.5,123,162$151.34M0.0%-1.3%13.891%
8/13/2019ETRADE Capital Management LLC16,759$0.50M0.0%+21.6%0.045%
8/13/2019AlphaOne Investment Services LLC31,776$0.94M0.7%-41.0%0.086%
8/13/2019Parametric Portfolio Associates LLC76,655$2.26M0.0%-5.9%0.208%
8/13/2019D.A. Davidson & CO.7,387$0.22M0.0%-50.8%0.020%
8/13/2019Northern Trust Corp631,389$18.65M0.0%+1.3%1.711%
8/12/2019Public Employees Retirement System of Ohio9,308$0.28M0.0%-39.3%0.025%
(Data available from 1/1/2016 forward)
This page was last updated on 4/7/2020 by MarketBeat.com Staff

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