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Heritage Financial (HFWA) Institutional Ownership

Heritage Financial logo
$24.02 -1.65 (-6.43%)
(As of 05:27 PM ET)
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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)
54
Total
Institutional Inflows
(last 12 months)
$59.84M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$19.33M
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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
12/13/2024 Lord Abbett & CO. LLC320,267$6.97M0.0%-1.9%0.938%
11/19/2024 Barclays PLC73,300$1.60M0.0%+105.4%0.215%
11/16/2024 Geode Capital Management LLC809,835$17.63M0.0%+0.1%2.371%
11/15/2024 Barclays PLC73,300$1.60M0.0%+105.4%0.215%
11/15/2024 Y Intercept Hong Kong Ltd35,933$782K0.0%+73.8%0.105%
11/15/2024 Jane Street Group LLC65,088$1.42M0.0%+46.9%0.191%
11/15/2024 State Street Corp1,594,963$34.72M0.0%+0.3%4.670%
11/15/2024 SageView Advisory Group LLC14,116$307K0.0%N/A0.041%
11/15/2024 Point72 Asset Management L.P.4,351$95K0.0%-20.9%0.013%
11/15/2024 Hotchkis & Wiley Capital Management LLC311,090$6.77M0.0%-7.0%0.911%
11/14/2024 Verition Fund Management LLC16,171$352K0.0%+35.6%0.047%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC51,338$1.12M0.0%-8.5%0.150%
11/14/2024 Public Sector Pension Investment Board73,210$1.59M0.0%-4.1%0.214%
11/14/2024 MetLife Investment Management LLC18,793$409K0.0%-10.6%0.055%
11/13/2024 BNP Paribas Financial Markets34,672$755K0.0%+90.7%0.102%
11/13/2024 FMR LLC4,209$92K0.0%-47.9%0.012%
11/13/2024 The Manufacturers Life Insurance Company335,298$7.30M0.0%-4.0%0.982%
11/13/2024 Dynamic Technology Lab Private Ltd15,546$338K0.0%N/A0.046%
11/12/2024 Nwam LLC54,852$1.19M0.1%N/A0.159%
11/12/2024 Charles Schwab Investment Management Inc.1,241,174$27.02M0.0%-1.5%3.598%
11/9/2024 Intech Investment Management LLC18,467$402K0.0%-18.8%0.054%
11/8/2024 Jennison Associates LLC1,741,058$37.90M0.0%+71.4%5.047%
11/7/2024 Thrivent Financial for Lutherans123,073$2.68M0.0%-9.6%0.357%
11/6/2024 Empowered Funds LLC113,128$2.46M0.0%+5.4%0.328%
11/6/2024 Royce & Associates LP270,169$5.88M0.1%-6.7%0.783%
10/31/2024 Principal Financial Group Inc.183,968$4.01M0.0%-4.7%0.533%
10/28/2024 US Bancorp DE166,176$3.62M0.0%-18.0%0.482%
10/25/2024 New York State Teachers Retirement System5,796$126K0.0%+9.4%0.017%
10/24/2024 State of Alaska Department of Revenue19,686$428K0.0%-3.3%0.057%
10/23/2024 Mirae Asset Global Investments Co. Ltd.21,154$452K0.0%+11.3%0.061%
10/23/2024 Louisiana State Employees Retirement System16,700$364K0.0%-4.6%0.048%
10/23/2024 Assenagon Asset Management S.A.160,122$3.49M0.0%-5.7%0.462%
10/23/2024 Hennion & Walsh Asset Management Inc.17,398$379K0.0%-3.0%0.050%
10/8/2024 CWM LLC3,297$72K0.0%+17.1%0.010%
10/7/2024 GAMMA Investing LLC1,975$43K0.0%+43.7%0.006%
10/3/2024 SG Americas Securities LLC10,743$234K0.0%N/A0.031%
9/16/2024 Point72 DIFC Ltd1,490$27K0.0%N/A0.004%
9/16/2024 Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%
8/27/2024 Dana Investment Advisors Inc.244,138$4.40M0.1%-1.3%0.704%
8/19/2024 Point72 Asset Management L.P.5,500$99K0.0%N/A0.016%
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8/15/2024 The Manufacturers Life Insurance Company349,230$6.30M0.0%-0.2%1.007%
8/15/2024 AQR Capital Management LLC365,477$6.59M0.0%-6.2%1.054%
8/15/2024 Point72 Asia Singapore Pte. Ltd.1,406$25K0.0%N/A0.004%
8/14/2024 Cubist Systematic Strategies LLC52,769$951K0.0%N/A0.152%
8/14/2024 Point72 DIFC Ltd1,490$27K0.0%N/A0.004%
8/14/2024 Public Sector Pension Investment Board76,310$1.38M0.0%+5.4%0.220%
8/13/2024 Thrivent Financial for Lutherans136,180$2.46M0.0%-8.8%0.393%
8/13/2024 Sei Investments Co.52,239$942K0.0%-16.1%0.151%
8/12/2024 Intech Investment Management LLC22,749$410K0.0%N/A0.066%
8/12/2024 Amalgamated Bank10,271$185K0.0%-9.4%0.030%
8/9/2024 Renaissance Technologies LLC321,089$5.79M0.0%+5.6%0.926%
8/9/2024 Dimensional Fund Advisors LP1,934,852$34.88M0.0%+4.3%5.578%
8/8/2024 Federated Hermes Inc.47,321$853K0.0%-5.5%0.136%
8/8/2024 Meeder Asset Management Inc.1,713$31K0.0%N/A0.005%
8/8/2024 Cornercap Investment Counsel Inc.30,907$557K0.1%N/A0.089%
8/8/2024 American Century Companies Inc.278,017$5.01M0.0%+3.0%0.801%
8/7/2024 Texas Permanent School Fund Corp48,874$881K0.0%+60.0%0.141%
8/6/2024 Quest Partners LLC18,032$325K0.0%N/A0.052%
8/6/2024 Great Lakes Advisors LLC220,644$3.98M0.0%+5.4%0.636%
8/1/2024 Rhumbline Advisers109,341$1.97M0.0%-1.6%0.315%
7/30/2024 Maryland State Retirement & Pension System12,095$218K0.0%-6.3%0.035%
7/29/2024 Principal Financial Group Inc.192,970$3.48M0.0%-3.7%0.556%
7/29/2024 Innealta Capital LLC1,482$27K0.0%N/A0.004%
7/29/2024 Panagora Asset Management Inc.141,487$2.55M0.0%-0.4%0.408%
7/26/2024 Bank of New York Mellon Corp896,309$16.16M0.0%-10.6%2.584%
7/20/2024 Hennion & Walsh Asset Management Inc.17,930$323K0.0%+61.2%0.052%
7/18/2024 Assenagon Asset Management S.A.169,827$3.06M0.0%-17.5%0.490%
7/2/2024 GAMMA Investing LLC1,374$25K0.0%+133.7%0.004%
5/28/2024 Boston Partners112,443$2.18M0.0%+70.5%0.324%
5/17/2024 Comerica Bank19,252$373K0.0%-7.1%0.055%
5/16/2024 California State Teachers Retirement System34,882$676K0.0%-5.5%0.101%
5/16/2024 EJF Capital LLC29,805$578K0.4%-9.9%0.086%
5/15/2024 Price T Rowe Associates Inc. MD29,784$578K0.0%+5.2%0.086%
5/14/2024 CANADA LIFE ASSURANCE Co32,445$627K0.0%-10.6%0.094%
5/10/2024 Vanguard Group Inc.2,486,777$48.22M0.0%-7.1%7.177%
5/9/2024 Pacific Ridge Capital Partners LLC56,722$1.10M0.2%-6.4%0.164%
5/9/2024 State Board of Administration of Florida Retirement System15,919$341K0.0%+60.7%0.046%
5/8/2024 US Bancorp DE206,776$4.01M0.0%+212.4%0.597%
5/8/2024 Russell Investments Group Ltd.21,095$409K0.0%-27.2%0.061%
5/7/2024 Sei Investments Co.62,267$1.21M0.0%-4.5%0.180%
5/7/2024 Heartland Advisors Inc.400,000$7.76M0.4%-10.3%1.154%
5/7/2024 Empowered Funds LLC99,626$1.93M0.0%+8.2%0.288%
5/2/2024 Jennison Associates LLC753,570$14.61M0.0%N/A2.175%
5/1/2024 BNP Paribas Financial Markets40,257$781K0.0%-9.6%0.116%
5/1/2024 Mirae Asset Global Investments Co. Ltd.27,308$569K0.0%+39.0%0.079%
4/29/2024 Principal Financial Group Inc.200,324$3.88M0.0%+10.1%0.578%
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%
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4/17/2024 Hennion & Walsh Asset Management Inc.11,123$216K0.0%N/A0.032%
3/22/2024 PNC Financial Services Group Inc.3,394$73K0.0%+72.6%0.010%
3/5/2024 Wellington Management Group LLP74,900$1.60M0.0%N/A0.215%
3/1/2024 Goldman Sachs Group Inc.932,177$19.94M0.0%-8.8%2.670%
2/15/2024 Penn Capital Management Company LLC31,337$670K0.1%N/A0.090%
2/15/2024 Forest Hill Capital LLC211,590$4.53M2.4%-16.9%0.606%
2/13/2024 Tower Research Capital LLC TRC2,892$62K0.0%-77.7%0.008%
2/12/2024 Pacific Ridge Capital Partners LLC60,628$1.30M0.3%+27.7%0.174%
2/12/2024 Hsbc Holdings PLC182,650$3.93M0.0%+899.6%0.523%
2/9/2024 Aigen Investment Management LP10,003$214K0.0%-20.8%0.029%
(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, 133 institutional investors and hedge funds held shares of Heritage Financial. The most heavily invested institutionals were Vanguard Group Inc. ($48.22M), Jennison Associates LLC ($37.90M), Dimensional Fund Advisors LP ($34.88M), State Street Corp ($34.72M), Charles Schwab Investment Management Inc. ($27.02M), Goldman Sachs Group Inc. ($19.94M), and Geode Capital Management LLC ($17.63M).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 100 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: Jennison Associates LLC ($1.48M), Assenagon Asset Management S.A. ($297.58K), AQR Capital Management LLC ($270.35K), Great Lakes Advisors LLC ($252.32K), Dimensional Fund Advisors LP ($182.45K), Driehaus Capital Management LLC ($171.28K), and Hsbc Holdings PLC ($170.47K).

How much institutional buying is happening at Heritage Financial?

Institutional investors have bought a total of 5,644,546 shares in the last 24 months. This purchase volume represents approximately $116.46M in transactions.

Which Heritage Financial major shareholders have been selling company stock?

Of the 74 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. ($1.49M), Vanguard Group Inc. ($274.67K), Dimensional Fund Advisors LP ($251.38K), Allspring Global Investments Holdings LLC ($193.16K), Assenagon Asset Management S.A. ($147.14K), Bank of New York Mellon Corp ($106.72K), and Goldman Sachs Group Inc. ($90.45K).

How much institutional selling is happening at Heritage Financial?

Institutional investors have sold a total of 3,700,637 shares in the last 24 months. This volume of shares sold represents approximately $84.31M in transactions.


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This page (NASDAQ:HFWA) was last updated on 12/18/2024 by MarketBeat.com Staff
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