Who owns Heritage Financial Corporation?
- Ticker: HFWA
- CUSIP Number: 42722X106
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Analyze quarterly positions in Heritage Financial Corporation with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Heritage Financial Corporation stock
Who bought or sold Heritage Financial Corporation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 2.7M | $57M | 4% | Dec 2023 |
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| Alliancebernstein | 2.0M | $43M | -10% | Dec 2023 |
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| Dimensional Fund Advisors | 1.7M | $37M | 6% | Dec 2023 |
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| Bank of New York Mellon | 1.1M | $23M | 15% | Dec 2023 |
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| Charles Schwab Investment Management | 1.0M | $22M | 3% | Dec 2023 |
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| Goldman Sachs Group | 932k | $20M | -9% | Dec 2023 |
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| Heartland Advisors | 446k | $9.5M | -1% | Dec 2023 |
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| AQR Capital Management | 374k | $8.0M | 30% | Dec 2023 |
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| Lord, Abbett & Co | 328k | $7.0M | 22% | Dec 2023 |
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| Arrowstreet Capital, Limited Partnership | 277k | $5.9M | 47% | Dec 2023 |
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| Kiley Juergens Wealth Management | 240k | $4.6M | 1% | Mar 2024 |
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| Wintrust Financial Corporation | 212k | $4.5M | 17% | Dec 2023 |
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| Forest Hill Capital | 212k | $4.5M | -17% | Dec 2023 |
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| Assenagon Asset Management | 194k | $4.1M | 35% | Dec 2023 |
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| Hsbc Holdings | 183k | $3.9M | 900% | Dec 2023 |
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| Principal Financial Group | 182k | $3.9M | -4% | Dec 2023 |
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| Royce & Associates | 167k | $3.6M | -3% | Dec 2023 |
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| Two Sigma Investments | 152k | $3.3M | -36% | Dec 2023 |
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| Hotchkis and Wiley Capital Management | 152k | $3.2M | -8% | Dec 2023 |
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| Two Sigma Advisers | 148k | $3.2M | -27% | Dec 2023 |
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| Oberweis Asset Management | 140k | $3.0M | 3% | Dec 2023 |
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| PanAgora Asset Management | 134k | $2.9M | 72% | Dec 2023 |
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| Allspring Global Investments Holdings | 129k | $2.5M | -3% | Mar 2024 |
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| Millennium Management | 124k | $2.7M | 36% | Dec 2023 |
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| Bank of America Corporation | 117k | $2.5M | 23% | Dec 2023 |
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| Royal Bank of Canada | 116k | $2.5M | 6% | Dec 2023 |
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| Jpmorgan Chase & Co | 115k | $2.5M | 3% | Dec 2023 |
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| Rhumbline Advisers | 115k | $2.5M | 5% | Dec 2023 |
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| Stifel Financial | 112k | $2.4M | -1% | Dec 2023 |
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| D. E. Shaw & Co | 100k | $2.1M | 7% | Dec 2023 |
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| Legal & General Group | 97k | $2.1M | -1% | Dec 2023 |
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| Barclays | 78k | $1.7M | 31% | Dec 2023 |
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| Wellington Management Company | 75k | $1.6M | 100% | Dec 2023 |
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| Swiss National Bank | 69k | $1.5M | -10% | Dec 2023 |
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| Us Bancorp | 66k | $1.4M | 0% | Dec 2023 |
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| Cubist Systematic Strategies | 66k | $1.4M | -70% | Dec 2023 |
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| Robeco Investment Management | 66k | $1.4M | -5% | Dec 2023 |
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| Pacific Ridge Capital Partners | 61k | $1.3M | 28% | Dec 2023 |
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| Nwam | 55k | $1.2M | 0% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 55k | $1.2M | 42% | Dec 2023 |
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| UBS Group | 53k | $1.1M | 135% | Dec 2023 |
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| Federated Investors | 51k | $1.1M | -22% | Dec 2023 |
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| Trexquant Investment | 50k | $1.1M | 86% | Dec 2023 |
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| Citigroup | 48k | $1.0M | 77% | Dec 2023 |
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| GSA Capital Partners | 47k | $1.0M | 78% | Dec 2023 |
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| Baird Financial | 47k | $1.0M | -3% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 45k | $953k | 62% | Dec 2023 |
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| Ubs Global Asset Management Americas | 43k | $910k | 0% | Dec 2023 |
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| Ziegler Capital Management | 36k | $761k | 9% | Dec 2023 |
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| Credit Suisse | 33k | $698k | -40% | Dec 2023 |
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| Algert Coldiron Investors | 32k | $685k | 173% | Dec 2023 |
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| PENN Capital Management | 31k | $670k | 100% | Dec 2023 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 31k | $652k | -16% | Dec 2023 |
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| Texas Permanent School Fund | 30k | $645k | 2% | Dec 2023 |
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| Tudor Investment Corporation | 30k | $634k | 100% | Dec 2023 |
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| Russell Investments | 29k | $620k | 153% | Dec 2023 |
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| T. Rowe Price Associates | 28k | $606k | 30% | Dec 2023 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24k | $509k | 100% | Dec 2023 |
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| Citadel Advisors | 22k | $464k | -49% | Dec 2023 |
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| Quest Partners | 21k | $458k | 100% | Dec 2023 |
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| Alaska Retirement Management Board | 21k | $412k | -1% | Mar 2024 |
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| Bensler | 21k | $438k | 0% | Dec 2023 |
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| State of Wisconsin Investment Board | 20k | $426k | 100% | Dec 2023 |
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| Illinois Municipal Retirement Fund | 20k | $425k | -6% | Dec 2023 |
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| Jane Street | 20k | $423k | -46% | Dec 2023 |
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| Mirae Asset Global Investments | 20k | $420k | 5% | Dec 2023 |
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| MetLife Investment Advisors | 19k | $406k | 0% | Dec 2023 |
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| American International | 19k | $404k | -1% | Dec 2023 |
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| Deutsche Bank Aktiengesellschaft | 18k | $393k | -3% | Dec 2023 |
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| Louisiana State Employees Retirement System | 18k | $374k | -2% | Dec 2023 |
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| Yousif Capital Management | 17k | $369k | -8% | Dec 2023 |
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| New York State Common Retirement Fund | 17k | $368k | 54% | Dec 2023 |
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| Occudo Quantitative Strategies | 16k | $348k | -17% | Dec 2023 |
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| Hrt Financial | 16k | $341k | -61% | Dec 2023 |
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| Henderson Group | 16k | $332k | 0% | Dec 2023 |
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| Badgley Phelps Wealth Managers | 15k | $326k | 0% | Dec 2023 |
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| Amalgamated Bank | 13k | $283k | -6% | Dec 2023 |
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| Maryland State Retirement & Pension System | 13k | $225k | 0% | Mar 2024 |
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| Wells Fargo & Company | 12k | $251k | 22% | Dec 2023 |
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| Teachers Retirement System Of The State Of Kentucky | 11k | $245k | 0% | Dec 2023 |
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| Captrust Financial Advisors | 11k | $241k | 100% | Dec 2023 |
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| Hennion & Walsh Asset Management | 11k | $216k | 100% | Mar 2024 |
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| Teacher Retirement System Of Texas | 11k | $224k | -48% | Dec 2023 |
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| Mengis Capital Management | 10k | $219k | 0% | Dec 2023 |
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| Oregon Public Employees Retirement Fund | 10k | $219k | -2% | Dec 2023 |
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| Allianz Asset Management | 10k | $218k | 0% | Dec 2023 |
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| Aigen Investment Management | 10k | $214k | -21% | Dec 2023 |
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| Florida State Board of Administration | 9.9k | $212k | 100% | Dec 2023 |
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| Arizona State Retirement System | 9.8k | $210k | 100% | Dec 2023 |
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| New York State Teachers Retirement System | 9.2k | $197k | 0% | Dec 2023 |
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| Zurcher Kantonalbank | 8.1k | $174k | 0% | Dec 2023 |
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| Elequin Capital | 6.6k | $142k | -54% | Dec 2023 |
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| Aquatic Capital Management | 6.2k | $133k | 114% | Dec 2023 |
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| CGC Financial Services | 6.2k | $132k | 0% | Dec 2023 |
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| Amundi | 4.5k | $90k | 0% | Dec 2023 |
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| DekaBank Deutsche Girozentrale | 3.8k | $81k | 100% | Dec 2023 |
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| Lazard Asset Management | 3.8k | $80k | 100% | Dec 2023 |
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| Summit Investment Advisors | 3.4k | $73k | 0% | Dec 2023 |
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| Pnc Financial Services | 3.4k | $73k | 73% | Dec 2023 |
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| CWM | 2.7k | $52k | 75% | Mar 2024 |
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| Metropolitan Life Insurance Company | 2.0k | $44k | 0% | Dec 2023 |
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| McIlrath & Eck | 1.7k | $36k | -40% | Dec 2023 |
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| Advisor Group Holdings | 1.6k | $33k | 8% | Dec 2023 |
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| FTB Advisors | 974.00 | $21k | 0% | Dec 2023 |
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| Point72 Asset Management | 900.00 | $19k | -72% | Dec 2023 |
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| Massmutual Trust | 837.00 | $16k | -14% | Mar 2024 |
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| Ohio Pers | 643.00 | $14k | 14% | Dec 2023 |
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| GAMMA Investing | 588.00 | $11k | 14% | Mar 2024 |
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| Steward Partners Investment Advisory | 400.00 | $8.6k | 0% | Dec 2023 |
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| Fifth Third Bancorp | 348.00 | $7.4k | -39% | Dec 2023 |
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| Assetmark | 216.00 | $4.6k | -1% | Dec 2023 |
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| Quadrant Capital | 158.00 | $3.4k | -76% | Dec 2023 |
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| Red Tortoise | 149.00 | $2.9k | 0% | Mar 2024 |
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| Ronald Blue Trust | 98.00 | $2.0k | -27% | Dec 2023 |
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| Signature | 63.00 | $1.3k | 0% | Dec 2023 |
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| Covestor | 59.00 | $1.0k | -17% | Dec 2023 |
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| Private Wealth Management Group | 52.00 | $1.1k | 100% | Dec 2023 |
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| Versant Capital Management | 51.00 | $989.002200 | 0% | Mar 2024 |
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| Spire Wealth Management | 46.00 | $943.000000 | -10% | Dec 2023 |
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| Parkside Financial Bank & Trust | 34.00 | $728.001200 | -67% | Dec 2023 |
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| Farther Finance Advisors | 30.00 | $642.000000 | 100% | Dec 2023 |
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| Farmers & Merchants Investment | 26.00 | $503.999600 | 0% | Mar 2024 |
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| Bruce G. Allen Investments | 12.00 | $233.000400 | 100% | Mar 2024 |
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| AdvisorNet Financial | 11.00 | $212.999600 | 0% | Mar 2024 |
|
| Principal Securities | 8.00 | $171.000000 | 100% | Dec 2023 |
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Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fourthstone | Sep 2023 | 270k | $4.4M |
| Squarepoint Ops | Sep 2023 | 38k | $627k |
| Franklin Resources | Sep 2023 | 36k | $583k |
| Commonwealth of Pennsylvania | Sep 2023 | 23k | $382k |
| SageView Advisory Group | Sep 2023 | 14k | $222k |
| Aspire Capital Advisors | Sep 2023 | 12k | $200k |
| Sequoia Financial Advisors | Sep 2023 | 11k | $184k |
| Brighton Jones | Sep 2023 | 11k | $179k |
| Centiva Capital | Sep 2023 | 10k | $166k |
| SG Americas Securities | Sep 2023 | 8.9k | $145k |
| Point72 Middle East FZE | Sep 2023 | 5.3k | $86k |
| Coppell Advisory Solutions | Sep 2023 | 1.4k | $42k |
| Carmel Capital Partners | Sep 2023 | 185.00 | $3.0k |
| Simplex Trading | Sep 2023 | 25.00 | $0 |