NASDAQ:HFWA

Heritage Financial Institutional Ownership

$27.83

-0.79 (-2.76 %)

(As of 04/13/2021 12:00 AM ET)

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Today's Range

$27.64

Now: $27.83▼

$28.42

50-Day Range

$25.33

MA: $28.30▼

$30.64

52-Week Range

$14.65

Now: $27.83▼

$30.86

Volume66,044 shs

Average Volume155,046 shs

Market Capitalization$999.51 million

P/E Ratio25.53

Dividend Yield2.81%

Beta0.78

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

Institutional Ownership Percentage: 80.75%

Institutional Buying and Selling by Quarter

Heritage Financial (NASDAQ HFWA) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/9/2021	State of Alaska Department of Revenue	24,308	$0.69M	0.0%	-13.0%	0.068%
3/26/2021	Susquehanna International Group LLP	11,502	$0.27M	0.0%	-30.5%	0.032%
3/8/2021	Dimensional Fund Advisors LP	1,672,421	$39.12M	0.0%	-2.6%	4.657%
2/25/2021	Dimensional Fund Advisors LP	1,672,421	$39.12M	0.0%	-2.6%	4.657%
2/23/2021	Principal Financial Group Inc.	247,031	$5.78M	0.0%	-3.8%	0.688%
2/19/2021	JPMorgan Chase & Co.	171,760	$4.02M	0.0%	+233.8%	0.478%
2/16/2021	Morgan Stanley	254,191	$5.95M	0.0%	+116.6%	0.708%
2/16/2021	Forest Hill Capital LLC	279,345	$6.53M	2.4%	+3.7%	0.778%
2/16/2021	Price T Rowe Associates Inc. MD	3,577,059	$83.67M	0.0%	+0.1%	9.961%
2/16/2021	Schroder Investment Management Group	464,058	$10.85M	0.0%	+0.2%	1.292%

2/16/2021	ExodusPoint Capital Management LP	12,938	$0.30M	0.0%	N/A	0.036%
2/16/2021	Charles Schwab Investment Management Inc.	537,680	$12.58M	0.0%	+1.5%	1.497%
2/13/2021	American International Group Inc.	24,248	$0.57M	0.0%	-2.4%	0.068%
2/12/2021	Stifel Financial Corp	134,250	$3.14M	0.0%	-0.8%	0.374%
2/12/2021	The Manufacturers Life Insurance Company	490,765	$11.48M	0.0%	-0.8%	1.367%
2/12/2021	Credit Suisse AG	60,843	$1.42M	0.0%	+15.1%	0.169%
2/12/2021	Public Sector Pension Investment Board	79,434	$1.86M	0.0%	-1.0%	0.221%
2/11/2021	Krane Funds Advisors LLC	33,763	$0.79M	0.0%	N/A	0.094%
2/11/2021	Trexquant Investment LP	11,756	$0.28M	0.0%	N/A	0.033%
2/11/2021	Northern Trust Corp	620,099	$14.51M	0.0%	-2.5%	1.727%
2/11/2021	Baird Financial Group Inc.	48,765	$1.14M	0.0%	-1.1%	0.136%
2/11/2021	Barclays PLC	39,754	$0.93M	0.0%	-8.5%	0.111%
2/11/2021	Citigroup Inc.	10,098	$0.24M	0.0%	+91.7%	0.028%
2/11/2021	Dynamic Technology Lab Private Ltd	11,163	$0.26M	0.0%	N/A	0.031%
2/11/2021	Veriti Management LLC	3,137	$73K	0.0%	N/A	0.009%
2/10/2021	Rhumbline Advisers	143,446	$3.36M	0.0%	+9.5%	0.399%
2/10/2021	Boston Partners	96,385	$2.25M	0.0%	-1.9%	0.268%
2/9/2021	Wells Fargo & Company MN	379,697	$8.88M	0.0%	-2.0%	1.057%
2/9/2021	Keybank National Association OH	34,040	$0.80M	0.0%	-10.5%	0.095%
2/9/2021	Bank of New York Mellon Corp	820,810	$19.20M	0.0%	-3.0%	2.286%
2/9/2021	ProShare Advisors LLC	371,970	$8.70M	0.0%	-1.7%	1.036%
2/8/2021	Royce & Associates LP	180,918	$4.23M	0.0%	-4.6%	0.504%
2/8/2021	Alliancebernstein L.P.	1,252,166	$29.29M	0.0%	+14.9%	3.487%
2/8/2021	Russell Investments Group Ltd.	146,879	$3.43M	0.0%	+35.8%	0.409%
2/5/2021	BlackRock Inc.	5,272,197	$123.32M	0.0%	+1.5%	14.682%
2/5/2021	Aperio Group LLC	35,290	$0.83M	0.0%	+3.5%	0.098%
2/5/2021	THB Asset Management	151,540	$3.54M	0.8%	+46.4%	0.422%
2/5/2021	SG Americas Securities LLC	7,144	$0.17M	0.0%	N/A	0.020%
2/4/2021	Boston Partners	96,385	$2.25M	0.0%	-1.9%	0.268%
2/4/2021	Texas Permanent School Fund	28,834	$0.67M	0.0%	-14.0%	0.080%
2/2/2021	First Trust Advisors LP	14,550	$0.34M	0.0%	-77.0%	0.041%
2/1/2021	Victory Capital Management Inc.	513,497	$12.01M	0.0%	-5.4%	1.430%
1/28/2021	Arizona State Retirement System	10,414	$0.24M	0.0%	-4.7%	0.029%
1/22/2021	Nwam LLC	65,631	$1.54M	0.2%	-2.0%	0.183%
1/19/2021	Kiley Juergens Wealth Management LLC	191,402	$4.48M	2.6%	-0.5%	0.533%
1/8/2021	State of Alaska Department of Revenue	27,948	$0.65M	0.0%	-16.8%	0.078%
12/4/2020	Sei Investments Co.	10,798	$0.20M	0.0%	-36.8%	0.030%
11/18/2020	Great West Life Assurance Co. Can	39,737	$0.73M	0.0%	-10.8%	0.111%
11/16/2020	Penn Capital Management Co. Inc.	314,229	$5.78M	0.7%	+1.3%	0.875%
11/13/2020	ProShare Advisors LLC	378,483	$6.96M	0.0%	-2.3%	1.054%
11/13/2020	Boston Partners	98,213	$1.81M	0.0%	-7.8%	0.273%
11/13/2020	Charles Schwab Investment Management Inc.	529,899	$9.75M	0.0%	+6.8%	1.476%
11/13/2020	UBS Asset Management Americas Inc.	42,375	$0.78M	0.0%	+17.3%	0.118%
11/13/2020	Great West Life Assurance Co. Can	21,867	$1.28M	0.0%	-50.9%	0.061%
11/12/2020	JPMorgan Chase & Co.	51,456	$0.96M	0.0%	-49.5%	0.143%
11/12/2020	Arrowstreet Capital Limited Partnership	10,300	$0.19M	0.0%	N/A	0.029%
11/12/2020	Royce & Associates LP	189,562	$3.49M	0.0%	N/A	0.528%
11/11/2020	Thrivent Financial for Lutherans	29,775	$0.55M	0.0%	-22.3%	0.083%
11/10/2020	State Street Corp	1,250,260	$22.99M	0.0%	-4.6%	3.482%
11/9/2020	The Manufacturers Life Insurance Company	494,625	$9.10M	0.0%	-0.9%	1.377%
11/9/2020	Victory Capital Management Inc.	542,971	$9.99M	0.0%	-7.0%	1.512%
11/9/2020	LPL Financial LLC	22,652	$0.42M	0.0%	N/A	0.063%
11/6/2020	Sei Investments Co.	10,798	$0.20M	0.0%	-36.8%	0.030%
11/6/2020	BlackRock Inc.	5,196,304	$95.56M	0.0%	-1.1%	14.471%
11/6/2020	Aperio Group LLC	34,089	$0.63M	0.0%	+73.4%	0.095%
11/6/2020	Principal Financial Group Inc.	256,852	$4.72M	0.0%	-4.2%	0.715%
11/6/2020	Freestone Capital Holdings LLC	6,912	$0.13M	0.0%	N/A	0.019%
11/5/2020	California Public Employees Retirement System	81,579	$1.50M	0.0%	+2.4%	0.227%
11/5/2020	First Trust Advisors LP	63,329	$1.17M	0.0%	+74.3%	0.176%
11/5/2020	Wells Fargo & Company MN	387,475	$7.13M	0.0%	-3.0%	1.079%
11/4/2020	American International Group Inc.	24,854	$0.46M	0.0%	-2.4%	0.069%
11/2/2020	Marshall & Sullivan Inc. WA	6,144	$0.11M	0.1%	N/A	0.017%
10/30/2020	BNP Paribas Arbitrage SA	9,262	$0.17M	0.0%	+341.7%	0.026%
10/23/2020	Kiley Juergens Wealth Management LLC	192,402	$3.54M	2.6%	+108.9%	0.536%
10/20/2020	Nisa Investment Advisors LLC	2,100	$39K	0.0%	N/A	0.006%
10/19/2020	Louisiana State Employees Retirement System	16,600	$0.31M	0.0%	N/A	0.046%
9/15/2020	Two Sigma Advisers LP	17,046	$0.34M	0.0%	N/A	0.047%
9/4/2020	Principal Financial Group Inc.	268,046	$5.36M	0.0%	-3.5%	0.746%
8/28/2020	PNC Financial Services Group Inc.	1,458	$29K	0.0%	-43.4%	0.004%
8/26/2020	Handelsbanken Fonder AB	10,023	$0.20M	0.0%	N/A	0.028%
8/25/2020	Nuveen Asset Management LLC	166,478	$3.33M	0.0%	-6.1%	0.464%
8/20/2020	Charles Schwab Investment Management Inc.	496,166	$9.92M	0.0%	+116.1%	1.382%
8/19/2020	Martin & Co. Inc. TN	88,786	$1.78M	0.5%	+2.1%	0.247%
8/17/2020	Great West Life Assurance Co. Can	44,561	$0.89M	0.0%	-5.2%	0.124%
8/17/2020	Jacobs Levy Equity Management Inc.	46,995	$0.94M	0.0%	+1.7%	0.131%
8/17/2020	Sei Investments Co.	17,098	$0.34M	0.0%	+19.8%	0.048%
8/14/2020	PDT Partners LLC	30,918	$0.62M	0.0%	N/A	0.086%
8/14/2020	Bank of America Corp DE	52,143	$1.04M	0.0%	-16.6%	0.145%
8/14/2020	Vanguard Group Inc.	2,364,308	$47.29M	0.0%	+1.0%	6.584%
8/14/2020	Advisor Group Holdings Inc.	18,985	$0.38M	0.0%	-92.4%	0.053%
8/14/2020	Baird Financial Group Inc.	53,224	$1.51M	0.0%	+169.8%	0.148%
8/13/2020	Forest Hill Capital LLC	269,345	$5.39M	2.3%	+4.9%	0.750%
8/13/2020	Marshall Wace LLP	12,205	$0.24M	0.0%	N/A	0.034%
8/12/2020	Bank of Montreal Can	41,744	$0.75M	0.0%	+12.9%	0.116%
8/12/2020	Heartland Advisors Inc.	300,000	$6M	0.5%	-25.0%	0.835%
8/12/2020	Goldman Sachs Group Inc.	1,248,416	$24.97M	0.0%	-5.3%	3.477%
8/12/2020	Bank of New York Mellon Corp	894,212	$17.89M	0.0%	-1.1%	2.490%
8/12/2020	Prudential Financial Inc.	42,191	$0.84M	0.0%	-25.7%	0.117%
8/12/2020	California Public Employees Retirement System	79,679	$1.59M	0.0%	-2.2%	0.222%
8/11/2020	Brighton Jones LLC	26,731	$0.54M	0.0%	+13.5%	0.074%

(Data available from 1/1/2016 forward)

This page was last updated on 4/13/2021 by MarketBeat.com Staff

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Heritage Financial Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

Heritage Financial (NASDAQ HFWA) Institutional Buying and Selling

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