Who owns Heritage Financial Corporation?

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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
BlackRock 5.0M $124M 1% Dec 2024
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Vanguard Group 2.4M $60M -2% Dec 2024
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Jennison Associates 2.2M $54M 27% Dec 2024
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Dimensional Fund Advisors 2.1M $51M 2% Dec 2024
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State Street Corporation 1.7M $41M 4% Dec 2024
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Alliancebernstein 1.5M $37M -13% Dec 2024
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Charles Schwab Investment Management 1.2M $31M 1% Dec 2024
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Geode Capital Management 800k $20M -1% Dec 2024
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Morgan Stanley 456k $11M -5% Dec 2024
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Northern Trust 434k $11M 1% Dec 2024
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Arrowstreet Capital, Limited Partnership 433k $11M 12% Dec 2024
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Ameriprise Financial 381k $9.3M -31% Dec 2024
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Goldman Sachs Group 372k $9.1M -16% Dec 2024
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Invesco 369k $9.1M 112% Dec 2024
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Bank of New York Mellon 367k $9.0M -46% Dec 2024
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Manufacturers Life Insurance Company 330k $8.1M -2% Dec 2024
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Hotchkis and Wiley Capital Management 323k $7.9M 4% Dec 2024
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Lord, Abbett & Co 317k $7.8M -1% Dec 2024
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ProShare Advisors 305k $7.5M -7% Dec 2024
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American Century Companies 278k $6.8M -5% Dec 2024
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Heartland Advisors 275k $6.7M 0% Dec 2024
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AQR Capital Management 270k $6.6M -2% Dec 2024
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Renaissance Technologies 246k $6.0M -17% Dec 2024
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Bridgeway Capital Management 241k $5.9M 2% Dec 2024
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Kiley Juergens Wealth Management 236k $5.8M -3% Dec 2024
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Basswood Capital Management 231k $5.7M 0% Dec 2024
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Jpmorgan Chase & Co 226k $5.5M 83% Dec 2024
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Royce & Associates 225k $5.5M -17% Dec 2024
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Wintrust Financial Corporation 220k $5.4M -3% Dec 2024
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Dana Investment Advisors 207k $5.1M -5% Dec 2024
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Principal Financial Group 190k $4.6M 3% Dec 2024
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DePrince Race & Zollo 153k $3.8M 100% Dec 2024
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Bank of America Corporation 148k $3.6M 46% Dec 2024
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Russell Investments 144k $3.5M 357% Dec 2024
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Two Sigma Advisers 141k $3.5M -5% Dec 2024
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PanAgora Asset Management 135k $3.3M -3% Dec 2024
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Martin & Co 131k $3.2M -4% Dec 2024
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Two Sigma Investments 127k $3.1M -16% Dec 2024
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Empowered Funds 119k $2.9M 5% Dec 2024
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Nuveen Asset Management 102k $2.5M 0% Dec 2024
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Rhumbline Advisers 98k $2.4M -6% Mar 2025
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Legal & General Group 93k $2.3M 1% Dec 2024
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Royal Bank of Canada 93k $2.3M -12% Dec 2024
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Public Sector Pension Investment Board 85k $2.1M 16% Dec 2024
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Citigroup 83k $2.0M 16% Dec 2024
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Ubs Global Asset Management Americas 73k $1.8M 42% Dec 2024
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Barclays 71k $1.7M -3% Dec 2024
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Swiss National Bank 68k $1.7M 0% Dec 2024
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Trexquant Investment 68k $1.7M 187% Dec 2024
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Tudor Investment Corporation 61k $1.5M 100% Dec 2024
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UBS Group 61k $1.5M 63% Dec 2024
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Marshall Wace 58k $1.4M 100% Dec 2024
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Nwam 54k $1.3M -3% Dec 2024
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Keybank National Association 50k $1.2M 5% Dec 2024
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Sei Investments 48k $1.2M -26% Dec 2024
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Federated Investors 48k $1.2M -5% Dec 2024
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Baird Financial 44k $1.1M 0% Dec 2024
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Pacific Ridge Capital Partners 42k $1.0M 0% Dec 2024
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Prudential Financial 35k $862k -1% Dec 2024
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Millennium Management 35k $848k -25% Dec 2024
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Winton Capital 34k $842k 212% Dec 2024
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Intech Investment Management 34k $841k 86% Dec 2024
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Great-West Life Assurance Company 34k $838k -9% Dec 2024
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Bnp Paribas Arbitrage, Snc 34k $829k -2% Dec 2024
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ExodusPoint Capital Management 34k $824k 13% Dec 2024
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California State Teachers Retirement System 32k $789k -2% Dec 2024
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Thrivent Financial for Lutherans 31k $751k -75% Dec 2024
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T. Rowe Price Associates 30k $733k 7% Dec 2024
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Deutsche Bank Aktiengesellschaft 30k $732k 60% Dec 2024
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Rafferty Asset Management 29k $720k -26% Dec 2024
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Martingale Asset Management 29k $711k 100% Dec 2024
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Ing Investment Management 28k $695k 28% Dec 2024
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Globeflex Capital 27k $669k 0% Dec 2024
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First Trust Advisors 25k $616k 21% Dec 2024
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Mirae Asset Global Investments 25k $607k 18% Dec 2024
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Verition Fund Management 23k $572k 44% Dec 2024
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Cubist Systematic Strategies 23k $567k 97% Dec 2024
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Wells Fargo & Company 22k $549k 25% Dec 2024
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Mackenzie Financial 22k $547k 100% Dec 2024
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Florida State Board of Administration 22k $527k 117% Dec 2024
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Franklin Resources 21k $520k 100% Dec 2024
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Assenagon Asset Management 21k $513k -80% Mar 2025
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MetLife Investment Advisors 21k $507k 10% Dec 2024
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Bensler 21k $498k 0% Mar 2025
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Mengis Capital Management 20k $498k 98% Dec 2024
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Jane Street 20k $490k -69% Dec 2024
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Alaska Retirement Management Board 19k $475k -1% Dec 2024
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Mirae Asset Global Etfs Holdings 19k $470k 2% Dec 2024
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Illinois Municipal Retirement Fund 19k $463k -3% Dec 2024
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Susquehanna International 18k $441k -31% Dec 2024
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Corebridge Financial 18k $441k 100% Dec 2024
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Engineers Gate Manager 17k $426k 100% Dec 2024
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Hennion & Walsh Asset Management 17k $413k -1% Mar 2025
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Amundi 17k $402k 200% Dec 2024
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Brian McDonald 17k $406k -3% Dec 2024
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Louisiana State Employees Retirement System 17k $404k -1% Dec 2024
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State of Tennessee, Treasury Department 16k $397k 79% Dec 2024
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Citadel Advisors 16k $386k -40% Dec 2024
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Henderson Group 15k $376k 0% Dec 2024
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Badgley Phelps Wealth Managers 15k $373k 0% Dec 2024
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EJF Capital 15k $367k -39% Dec 2024
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Keeley-Teton Advisors 15k $356k -14% Dec 2024
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SageView Advisory Group 14k $346k 0% Dec 2024
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Hrt Financial 13k $324k -75% Dec 2024
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Yousif Capital Management 13k $314k -1% Mar 2025
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Maryland State Retirement & Pension System 12k $285k 0% Dec 2024
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Occudo Quantitative Strategies 12k $285k -7% Dec 2024
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Teachers Retirement System Of The State Of Kentucky 11k $280k 0% Dec 2024
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Brighton Jones 11k $277k 1% Dec 2024
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Ieq Capital 11k $274k 100% Dec 2024
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Us Bancorp 11k $259k -94% Dec 2024
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Amalgamated Bank 10k $248k -1% Dec 2024
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Arizona State Retirement System 10k $245k 0% Dec 2024
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New York State Common Retirement Fund 9.6k $235k 0% Dec 2024
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Victory Capital Management 9.4k $229k 100% Dec 2024
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Aspire Capital Advisors 8.8k $215k 100% Dec 2024
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Stifel Financial 8.4k $205k 100% Dec 2024
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Zurcher Kantonalbank 8.1k $199k 0% Dec 2024
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SG Americas Securities 8.1k $197k 34% Mar 2025
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Oregon Public Employees Retirement Fund 8.0k $197k -1% Dec 2024
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Point72 Asset Management 7.9k $194k 82% Dec 2024
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ZB 6.8k $168k 100% Dec 2024
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Quantbot Technologies 6.8k $166k 100% Dec 2024
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CGC Financial Services 6.2k $150k 0% Mar 2025
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New York State Teachers Retirement System 5.8k $142k 0% Dec 2024
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FMR 4.3k $106k 3% Dec 2024
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Ohio Pers 4.0k $98k 476% Dec 2024
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DekaBank Deutsche Girozentrale 3.8k $63k 0% Dec 2024
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Point72 Asia 3.6k $87k 519% Dec 2024
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CWM 3.5k $86k 7% Dec 2024
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Summit Investment Advisors 3.4k $84k 0% Dec 2024
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GAMMA Investing 3.0k $72k 45% Mar 2025
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McIlrath & Eck 1.7k $42k 0% Dec 2024
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Tower Research Capital 1.5k $36k -74% Dec 2024
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Pnc Financial Services 1.3k $33k -2% Dec 2024
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Hanson McClain Advisors 1.2k $31k 0% Dec 2024
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Point72 1.2k $29k 100% Dec 2024
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Sterling Capital Management 1.1k $26k 794% Dec 2024
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Aquatic Capital Management 890.00 $22k 100% Dec 2024
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USA Financial Portformulas 856.00 $21k 100% Mar 2025
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Massmutual Trust 823.00 $20k 6% Dec 2024
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Smartleaf Asset Management 823.00 $20k 597% Dec 2024
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FTB Advisors 739.00 $18k 0% Dec 2024
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Fifth Third Bancorp 397.00 $9.7k 10% Mar 2025
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Advisor Group Holdings 329.00 $7.2k -24% Dec 2024
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Meeder Asset Management 237.00 $5.8k -86% Dec 2024
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Quadrant Capital 213.00 $5.2k 0% Dec 2024
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Umb Bank N A 150.00 $3.6k 63% Mar 2025
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Steward Partners Investment Advisory 150.00 $3.7k -62% Dec 2024
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Who sold out of Heritage Financial Corporation?

Fund or Company Name
Date Sold
Shares Held
Valued At
Robeco Investment Management Sep 2024 55k $1.2M
Balyasny Asset Management Sep 2024 40k $867k
Y-Intercept Sep 2024 36k $782k
D. E. Shaw & Co Sep 2024 30k $660k
Hsbc Holdings Sep 2024 20k $443k
Dynamic Technology Lab Private Sep 2024 16k $338k
Allianz Asset Management Sep 2024 10k $222k
Acadian Asset Management Sep 2024 5.3k $115k
KBC Group NV Sep 2024 1.9k $41k
Quest Partners Sep 2024 484.00 $11k
Quarry Sep 2024 190.00 $4.1k