HFWA NASDAQ
Heritage Financial Corporation
1W: +2.5%
1M: +0.1%
3M: -4.0%
YTD: +15.6%
1Y: +15.4%
3Y: +98.8%
5Y: +12.0%
$27.18
+0.04 (+0.15%)
Weekly Expected Move ±4.0%
$24
$25
$26
$27
$28
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Institutional Ownership — HFWA
194
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$767M
Total Invested
22
New Positions
72
Increased
71
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (221 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,561,782 | $$151M | +648,759 | +13.2% | 7Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 3,695,812 | $$100M | — | +0.0% | 1Q | SEC ↗ |
| 3 | JENNISON ASSOCIATES LLC | 3,213,473 | $$87M | +106,308 | +3.4% | 9Q | SEC ↗ |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 2,469,315 | $$67M | +33,623 | +1.4% | 6Q | SEC ↗ |
| 5 | VANGUARD GROUP INC | 2,412,325 | $$66M | +45,422 | +1.9% | 12Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1,956,477 | $$53M | -22,133 | -1.1% | 13Q | SEC ↗ |
| 7 | STATE STREET CORP | 1,796,525 | $$49M | +223,067 | +14.2% | 13Q | SEC ↗ |
| 8 | ALLIANCEBERNSTEIN L.P. | 1,306,960 | $$36M | -37,200 | -2.8% | 12Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 934,802 | $$25M | +92,204 | +10.9% | 13Q | SEC ↗ |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 698,904 | $$19M | +91,799 | +15.1% | 13Q | SEC ↗ |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 653,691 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 628,320 | $$17M | +531,285 | +547.5% | 3Q | SEC ↗ |
| 13 | ALGEBRIS (UK) LTD | 518,409 | $$14M | -522,963 | -50.2% | 3Q | SEC ↗ |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 433,512 | $$12M | -70,709 | -14.0% | 13Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 413,116 | $$11M | +36,494 | +9.7% | 13Q | SEC ↗ |
| 16 | MORGAN STANLEY | 399,617 | $$11M | +51,084 | +14.7% | 12Q | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 379,395 | $$10M | +12,869 | +3.5% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 377,043 | $$10M | +50,507 | +15.5% | 13Q | SEC ↗ |
| 19 | Rhino Investment Partners, Inc | 330,459 | $$9M | +144,515 | +77.7% | 2Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 312,057 | $$8M | -67,231 | -17.7% | 13Q | SEC ↗ |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, | 309,353 | $$8M | -4,833 | -1.5% | 13Q | SEC ↗ |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 288,579 | $$8M | +13,564 | +4.9% | 13Q | SEC ↗ |
| 23 | HEARTLAND ADVISORS INC | 275,000 | $$7M | — | +0.0% | 13Q | SEC ↗ |
| 24 | LORD, ABBETT & CO. LLC | 272,437 | $$7M | -5,312 | -1.9% | 13Q | SEC ↗ |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 270,039 | $$7M | -12,780 | -4.5% | 11Q | SEC ↗ |
| 26 | TWO SIGMA INVESTMENTS, LP | 269,492 | $$7M | +12,925 | +5.0% | 12Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO NEW | 266,902 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Invesco Ltd. | 255,265 | $$7M | -9,254 | -3.5% | 13Q | SEC ↗ |
| 29 | ProShare Advisors LLC | 249,948 | $$7M | -1,981 | -0.8% | 7Q | SEC ↗ |
| 30 | Nuveen, LLC | 234,974 | $$6M | +423 | +0.2% | 5Q | SEC ↗ |
| 31 | UBS Group AG | 226,475 | $$6M | +119,959 | +112.6% | 13Q | SEC ↗ |
| 32 | Dana Investment Advisors, Inc. | 219,962 | $$6M | -499 | -0.2% | 9Q | SEC ↗ |
| 33 | BANK OF AMERICA CORP /DE | 210,438 | $$6M | -9,857 | -4.5% | 13Q | SEC ↗ |
| 34 | TWO SIGMA ADVISERS, LP | 201,646 | $$5M | -8,700 | -4.1% | 12Q | SEC ↗ |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 199,588 | $$5M | +410 | +0.2% | 13Q | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 198,478 | $$5M | +14,370 | +7.8% | 13Q | SEC ↗ |
| 37 | RENAISSANCE TECHNOLOGIES LLC | 188,341 | $$5M | -89,612 | -32.2% | 13Q | SEC ↗ |
| 38 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 175,051 | $$5M | -2,396 | -1.4% | 13Q | SEC ↗ |
| 39 | GREAT LAKES ADVISORS, LLC | 171,237 | $$5M | +3,529 | +2.1% | 13Q | SEC ↗ |
| 40 | AQR CAPITAL MANAGEMENT LLC | 168,936 | $$5M | -2,224 | -1.3% | 13Q | SEC ↗ |
| 41 | Empowered Funds, LLC | 166,079 | $$5M | -138,951 | -45.6% | 12Q | SEC ↗ |
| 42 | Public Sector Pension Investment Board | 147,086 | $$4M | +29,369 | +24.9% | 13Q | SEC ↗ |
| 43 | MARTIN & CO INC /TN | 137,899 | $$4M | +2,456 | +1.8% | 13Q | SEC ↗ |
| 44 | DEPRINCE RACE & ZOLLO INC | 131,566 | $$4M | +10,699 | +8.9% | 6Q | SEC ↗ |
| 45 | RHUMBLINE ADVISERS | 106,392 | $$3M | +12,034 | +12.8% | 13Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 106,347 | $$3M | -5,132 | -4.6% | 13Q | SEC ↗ |
| 47 | AMERICAN CENTURY COMPANIES INC | 103,113 | $$3M | +1,269 | +1.2% | 13Q | SEC ↗ |
| 48 | CITADEL ADVISORS LLC | 98,557 | $$3M | +86,017 | +685.9% | 2Q | SEC ↗ |
| 49 | ROYCE & ASSOCIATES LP | 82,196 | $$2M | -44,443 | -35.1% | 11Q | SEC ↗ |
| 50 | Legal & General Group Plc | 81,920 | $$2M | -7,224 | -8.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,695,812 | $$100M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 653,691 | $$18M |
| VANGUARD FIDUCIARY TRUST CO | 266,902 | $$7M |
| Pacific Asset Management, LLC | 49,050 | $$1M |
| Vanguard Global Advisers, LLC | 42,069 | $$1M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 40,293 | $$1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,527 | $$748K |
| VANGUARD ASSET MANAGEMENT, Ltd | 24,725 | $$672K |
| Creative Planning | 22,838 | $$621K |
| Connor, Clark & Lunn Investment Man | 22,248 | $$605K |
| GSA CAPITAL PARTNERS LLP | 19,254 | $$523K |
| Pathstone Holdings, LLC | 18,457 | $$502K |
| TUDOR INVESTMENT CORP ET AL | 13,762 | $$374K |
| Vanguard Personalized Indexing Mana | 11,840 | $$322K |
| LPL Financial LLC | 10,543 | $$287K |
| Cambria Investment Management, L.P. | 10,413 | $$283K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 10,170 | $$276K |
| DRW Securities, LLC | 9,519 | $$259K |
| iSAM Funds (UK) Ltd | 9,386 | $$255K |
| Vanguard Investments Australia, Ltd | 6,789 | $$185K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PANAGORA ASSET MANAGEMENT INC | 84,478 | $$2M |
| Trexquant Investment LP | 77,546 | $$2M |
| JANE STREET GROUP, LLC | 49,868 | $$1M |
| Versor Investments LP | 34,200 | $$930K |
| TEXAS PERMANENT SCHOOL FUND CORP | 33,315 | $$906K |
| Dynamic Technology Lab Private Ltd | 31,460 | $$855K |
| FRANKLIN RESOURCES INC | 21,165 | $$575K |
| Campbell & CO Investment Adviser LL | 21,154 | $$575K |
| Y-Intercept (Hong Kong) Ltd | 16,841 | $$458K |
| MILLENNIUM MANAGEMENT LLC | 15,700 | $$427K |
| BRIGHTON JONES LLC | 12,452 | $$338K |
| Hennion & Walsh Asset Management, I | 11,700 | $$318K |
| HRT FINANCIAL LP | 10,830 | $$294K |
| Mariner, LLC | 10,636 | $$289K |
| Maryland State Retirement & Pension | 9,919 | $$270K |
| Diversified Trust Co | 8,795 | $$239K |
| Verition Fund Management LLC | 8,685 | $$236K |
| Brevan Howard Capital Management LP | 8,505 | $$231K |
| MARSHALL & SULLIVAN INC /WA | 6,144 | $$167K |
| NEW YORK STATE TEACHERS RETIREMENT | 5,296 | $$144K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +648,759 | +13.2% | 5,561,782 |
| WELLINGTON MANAGEMENT GROUP LLP | +531,285 | +547.5% | 628,320 |
| STATE STREET CORP | +223,067 | +14.2% | 1,796,525 |
| Rhino Investment Partners, Inc | +144,515 | +77.7% | 330,459 |
| UBS Group AG | +119,959 | +112.6% | 226,475 |
| JENNISON ASSOCIATES LLC | +106,308 | +3.4% | 3,213,473 |
| GEODE CAPITAL MANAGEMENT, LLC | +92,204 | +10.9% | 934,802 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | +91,799 | +15.1% | 698,904 |
| CITADEL ADVISORS LLC | +86,017 | +685.9% | 98,557 |
| MORGAN STANLEY | +51,084 | +14.7% | 399,617 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +50,507 | +15.5% | 377,043 |
| VANGUARD GROUP INC | +45,422 | +1.9% | 2,412,325 |
| NORTHERN TRUST CORP | +36,494 | +9.7% | 413,116 |
| SEI INVESTMENTS CO | +33,834 | +74.4% | 79,334 |
| VICTORY CAPITAL MANAGEMENT INC | +33,623 | +1.4% | 2,469,315 |
| Public Sector Pension Investment Bo | +29,369 | +24.9% | 147,086 |
| FMR LLC | +24,262 | +405.4% | 30,246 |
| JANUS HENDERSON GROUP PLC | +15,340 | +100.0% | 30,680 |
| WELLS FARGO & COMPANY/MN | +14,494 | +50.7% | 43,106 |
| Russell Investments Group, Ltd. | +14,370 | +7.8% | 198,478 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALGEBRIS (UK) LTD | -522,963 | -50.2% | 518,409 |
| Empowered Funds, LLC | -138,951 | -45.6% | 166,079 |
| RENAISSANCE TECHNOLOGIES LLC | -89,612 | -32.2% | 188,341 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -70,709 | -14.0% | 433,512 |
| GOLDMAN SACHS GROUP INC | -67,231 | -17.7% | 312,057 |
| ROYCE & ASSOCIATES LP | -44,443 | -35.1% | 82,196 |
| BARCLAYS PLC | -42,698 | -66.1% | 21,856 |
| ALLIANCEBERNSTEIN L.P. | -37,200 | -2.8% | 1,306,960 |
| DIMENSIONAL FUND ADVISORS LP | -22,133 | -1.1% | 1,956,477 |
| Thrivent Financial for Lutherans | -19,467 | -41.5% | 27,450 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -12,780 | -4.5% | 270,039 |
| JPMORGAN CHASE & CO | -12,575 | -39.9% | 18,936 |
| CITIGROUP INC | -10,877 | -29.4% | 26,115 |
| BANK OF AMERICA CORP /DE | -9,857 | -4.5% | 210,438 |
| Invesco Ltd. | -9,254 | -3.5% | 255,265 |
| TWO SIGMA ADVISERS, LP | -8,700 | -4.1% | 201,646 |
| Legal & General Group Plc | -7,224 | -8.1% | 81,920 |
| ZIONS BANCORPORATION, NATIONAL ASSO | -6,847 | -98.6% | 97 |
| Badgley Phelps Wealth Managers, LLC | -6,144 | -22.7% | 20,971 |
| Atom Investors LP | -5,336 | -40.9% | 7,712 |