HFWA Institutional Ownership
Heritage Financial Corporation
1W: -1.5%
1M: -3.7%
3M: -5.6%
YTD: +19.9%
1Y: +17.7%
3Y: +92.9%
5Y: +33.0%
$28.14
+0.25 (+0.90%)
Weekly Expected Move ±2.2%
$27
$28
$28
$29
$29
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Institutional Ownership — HFWA
210
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$985M
Total Invested
30
New Positions
68
Increased
75
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,811,114 | $164M | +249,332 | +4.5% | 8Q | SEC ↗ |
| 2 | JENNISON ASSOCIATES LLC | 3,538,159 | $100M | +324,686 | +10.1% | 10Q | SEC ↗ |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 2,360,915 | $66M | -108,400 | -4.4% | 7Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2,044,399 | $58M | +87,922 | +4.5% | 102Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,982,257 | $56M | +185,732 | +10.3% | 46Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,834,712 | $52M | -13,194 | -0.7% | 2Q | SEC ↗ |
| 7 | ALLIANCEBERNSTEIN L.P. | 1,136,479 | $32M | -8,441 | -0.7% | 63Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,103,769 | $31M | +168,967 | +18.1% | 66Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 749,714 | $21M | +96,023 | +14.7% | 2Q | SEC ↗ |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 689,010 | $19M | -9,894 | -1.4% | 34Q | SEC ↗ |
| 11 | Boston Partners | 677,105 | $19M | -13,214 | -1.9% | 2Q | SEC ↗ |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 528,113 | $15M | -100,207 | -15.9% | 4Q | SEC ↗ |
| 13 | ALGEBRIS (UK) LTD | 469,403 | $13M | -49,006 | -9.5% | 4Q | SEC ↗ |
| 14 | MORGAN STANLEY | 455,987 | $13M | -23,846 | -5.0% | 51Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 440,623 | $12M | +27,507 | +6.7% | 104Q | SEC ↗ |
| 16 | Sixth Street Partners Management Compa NEW | 399,435 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 399,435 | $11M | +22,392 | +5.9% | 15Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 398,963 | $11M | +19,568 | +5.2% | 69Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 389,206 | $11M | -101,204 | -20.6% | 21Q | SEC ↗ |
| 20 | Rhino Investment Partners, Inc | 373,459 | $11M | +43,000 | +13.0% | 3Q | SEC ↗ |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, | 308,640 | $9M | -713 | -0.2% | 53Q | SEC ↗ |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 301,412 | $8M | +12,833 | +4.4% | 24Q | SEC ↗ |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 298,120 | $8M | -135,392 | -31.2% | 14Q | SEC ↗ |
| 24 | HEARTLAND ADVISORS INC | 275,000 | $8M | — | +0.0% | 63Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 274,788 | $8M | +7,886 | +3.0% | 2Q | SEC ↗ |
| 26 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 264,739 | $7M | -5,300 | -2.0% | 12Q | SEC ↗ |
| 27 | Invesco Ltd. | 260,870 | $7M | +5,605 | +2.2% | 61Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 245,754 | $7M | +226,818 | +1197.8% | 49Q | SEC ↗ |
| 29 | Nuveen, LLC | 244,361 | $7M | +9,387 | +4.0% | 6Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 243,025 | $7M | -69,032 | -22.1% | 15Q | SEC ↗ |
| 31 | ProShare Advisors LLC | 237,229 | $7M | -12,719 | -5.1% | 8Q | SEC ↗ |
| 32 | Dana Investment Advisors, Inc. | 216,374 | $6M | -3,588 | -1.6% | 10Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 199,215 | $6M | -373 | -0.2% | 37Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 187,594 | $5M | -22,844 | -10.9% | 15Q | SEC ↗ |
| 35 | Empowered Funds, LLC | 178,912 | $5M | +12,833 | +7.7% | 13Q | SEC ↗ |
| 36 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 175,064 | $5M | +13 | +0.0% | 35Q | SEC ↗ |
| 37 | UBS Group AG | 171,498 | $5M | -54,977 | -24.3% | 39Q | SEC ↗ |
| 38 | GREAT LAKES ADVISORS, LLC | 155,487 | $4M | -15,750 | -9.2% | 14Q | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 147,072 | $4M | -51,406 | -25.9% | 28Q | SEC ↗ |
| 40 | Public Sector Pension Investment Board | 141,570 | $4M | -5,516 | -3.8% | 33Q | SEC ↗ |
| 41 | MARTIN & CO INC /TN | 136,107 | $4M | -1,792 | -1.3% | 49Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 132,958 | $4M | -35,978 | -21.3% | 20Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 132,441 | $4M | -55,900 | -29.7% | 15Q | SEC ↗ |
| 44 | AMERIPRISE FINANCIAL INC | 104,056 | $3M | -2,291 | -2.2% | 16Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 103,682 | $3M | +48,537 | +88.0% | 5Q | SEC ↗ |
| 46 | AMERICAN CENTURY COMPANIES INC | 101,603 | $3M | -1,510 | -1.5% | 15Q | SEC ↗ |
| 47 | RHUMBLINE ADVISERS | 101,132 | $3M | -5,260 | -4.9% | 67Q | SEC ↗ |
| 48 | Legal & General Group Plc | 89,971 | $3M | +8,051 | +9.8% | 27Q | SEC ↗ |
| 49 | Connor, Clark & Lunn Investment Manage | 85,784 | $2M | +20,951 | +32.3% | 3Q | SEC ↗ |
| 50 | Swiss National Bank | 82,568 | $2M | +15,400 | +22.9% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 399,435 | $11M |
| State of New Jersey Common Pension | 41,685 | $1M |
| Fortis Capital Management LLC | 35,807 | $1M |
| XTX Topco Ltd | 34,519 | $971K |
| Freestone Capital Holdings, LLC | 26,212 | $738K |
| MILLENNIUM MANAGEMENT LLC | 24,023 | $676K |
| D. E. Shaw & Co., Inc. | 23,374 | $658K |
| HARBOR ADVISORY CORP /MA | 20,550 | $578K |
| Jupiter Topco LLC | 15,340 | $432K |
| Tidal Investments LLC | 14,132 | $398K |
| Jain Global LLC | 10,700 | $301K |
| Jump Financial, LLC | 8,130 | $229K |
| Vident Advisory, LLC | 7,462 | $210K |
| NEUBERGER BERMAN GROUP LLC | 7,412 | $209K |
| Squarepoint Ops LLC | 7,210 | $203K |
| COLDSTREAM CAPITAL MANAGEMENT INC | 7,030 | $198K |
| Sowell Financial Services LLC | 6,805 | $191K |
| Institute for Wealth Management, LL | 3,971 | $112K |
| Global Retirement Partners, LLC | 3,220 | $91K |
| Integrated Wealth Concepts LLC | 2,293 | $65K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LORD, ABBETT & CO. LLC | 272,437 | $8M |
| LSV ASSET MANAGEMENT | 74,500 | $2M |
| JANE STREET GROUP, LLC | 49,868 | $1M |
| RAYMOND JAMES FINANCIAL INC | 48,827 | $1M |
| LAZARD ASSET MANAGEMENT LLC | 40,326 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,527 | $775K |
| GLOBEFLEX CAPITAL L P | 27,300 | $768K |
| Fourthstone LLC | 19,970 | $562K |
| GSA CAPITAL PARTNERS LLP | 19,254 | $542K |
| STRS OHIO | 19,200 | $540K |
| Y-Intercept (Hong Kong) Ltd | 16,841 | $474K |
| TUDOR INVESTMENT CORP ET AL | 13,762 | $387K |
| Cambria Investment Management, L.P. | 10,413 | $293K |
| DRW Securities, LLC | 9,519 | $268K |
| iSAM Funds (UK) Ltd | 9,386 | $264K |
| Aquatic Capital Management LLC | 4,558 | $128K |
| QUADRANT CAPITAL GROUP LLC | 514 | $14K |
| Sound Income Strategies, LLC | 185 | $5K |
| Root Financial Partners, LLC | 96 | $3K |
| MAI Capital Management | 27 | $1K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | -135,392 | -31.2% | 298,120 |
| VICTORY CAPITAL MANAGEMENT INC | -108,400 | -4.4% | 2,360,915 |
| TWO SIGMA INVESTMENTS, LP | -101,204 | -20.6% | 389,206 |
| WELLINGTON MANAGEMENT GROUP LLP | -100,207 | -15.9% | 528,113 |
| GOLDMAN SACHS GROUP INC | -69,032 | -22.1% | 243,025 |
| DEPRINCE RACE & ZOLLO INC | -59,751 | -45.4% | 71,815 |
| RENAISSANCE TECHNOLOGIES LLC | -55,900 | -29.7% | 132,441 |
| UBS Group AG | -54,977 | -24.3% | 171,498 |
| Russell Investments Group, Ltd. | -51,406 | -25.9% | 147,072 |
| ALGEBRIS (UK) LTD | -49,006 | -9.5% | 469,403 |
| AQR CAPITAL MANAGEMENT LLC | -35,978 | -21.3% | 132,958 |
| SEI INVESTMENTS CO | -27,736 | -35.0% | 51,598 |
| ROYCE & ASSOCIATES LP | -26,838 | -32.7% | 55,358 |
| MORGAN STANLEY | -23,846 | -5.0% | 455,987 |
| BANK OF AMERICA CORP /DE | -22,844 | -10.9% | 187,594 |
| Universal- Beteiligungs- und Servic | -17,397 | -26.8% | 47,548 |
| FMR LLC | -15,769 | -52.1% | 14,477 |
| GREAT LAKES ADVISORS, LLC | -15,750 | -9.2% | 155,487 |
| Boston Partners | -13,214 | -1.9% | 677,105 |
| VANGUARD CAPITAL MANAGEMENT LLC | -13,194 | -0.7% | 1,834,712 |