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 |
|---|---|---|---|---|---|
| BlackRock | 5.0M | $109M | 100% | Sep 2024 |
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| BlackRock | 5.0M | $90M | -3% | Jun 2024 |
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| Vanguard Group | 2.5M | $45M | 0% | Jun 2024 |
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| Dimensional Fund Advisors | 2.0M | $44M | 5% | Sep 2024 |
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| Jennison Associates | 1.7M | $38M | 71% | Sep 2024 |
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| Alliancebernstein | 1.7M | $31M | -12% | Jun 2024 |
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| State Street Corporation | 1.6M | $29M | -4% | Jun 2024 |
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| Charles Schwab Investment Management | 1.2M | $27M | -2% | Sep 2024 |
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| Geode Capital Management | 810k | $18M | 0% | Sep 2024 |
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| Bank of New York Mellon | 678k | $15M | -24% | Sep 2024 |
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| Morgan Stanley | 482k | $8.7M | 0% | Jun 2024 |
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| Goldman Sachs Group | 461k | $8.3M | -51% | Jun 2024 |
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| Northern Trust | 428k | $9.3M | -3% | Sep 2024 |
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| Arrowstreet Capital, Limited Partnership | 387k | $8.4M | 48% | Sep 2024 |
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| Manufacturers Life Insurance Company | 349k | $6.3M | 0% | Jun 2024 |
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| Lord, Abbett & Co | 320k | $7.0M | -2% | Sep 2024 |
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| Hotchkis and Wiley Capital Management | 311k | $6.8M | 12% | Sep 2024 |
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| Renaissance Technologies | 296k | $6.4M | -8% | Sep 2024 |
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| American Century Companies | 293k | $6.4M | 5% | Sep 2024 |
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| AQR Capital Management | 276k | $6.0M | -25% | Sep 2024 |
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| Heartland Advisors | 275k | $6.0M | -31% | Sep 2024 |
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| Royce & Associates | 270k | $5.9M | -7% | Sep 2024 |
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| Kiley Juergens Wealth Management | 244k | $5.3M | 2% | Sep 2024 |
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| Bridgeway Capital Management | 230k | $4.1M | 3% | Jun 2024 |
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| Wintrust Financial Corporation | 227k | $4.9M | 3% | Sep 2024 |
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| Dana Investment Advisors | 218k | $4.8M | -11% | Sep 2024 |
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| Principal Financial Group | 184k | $4.0M | -5% | Sep 2024 |
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| Two Sigma Advisers | 174k | $3.1M | 20% | Jun 2024 |
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| Invesco | 174k | $3.8M | -13% | Sep 2024 |
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| Us Bancorp | 166k | $3.6M | -18% | Sep 2024 |
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| Assenagon Asset Management | 160k | $3.5M | -6% | Sep 2024 |
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| Two Sigma Investments | 158k | $2.8M | 0% | Jun 2024 |
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| PanAgora Asset Management | 142k | $2.6M | 0% | Jun 2024 |
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| Martin & Co | 137k | $3.0M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 123k | $2.7M | 0% | Sep 2024 |
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| Thrivent Financial for Lutherans | 123k | $2.7M | -18% | Sep 2024 |
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| Empowered Funds | 113k | $2.5M | 5% | Sep 2024 |
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| Royal Bank of Canada | 106k | $2.3M | 0% | Sep 2024 |
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| Rhumbline Advisers | 105k | $2.3M | -4% | Sep 2024 |
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| Bank of America Corporation | 102k | $2.2M | -11% | Sep 2024 |
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| Nuveen Asset Management | 99k | $1.8M | -5% | Jun 2024 |
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| Barclays | 73k | $1.6M | 105% | Sep 2024 |
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| Citigroup | 72k | $1.6M | 19% | Sep 2024 |
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| Swiss National Bank | 68k | $1.5M | -2% | Sep 2024 |
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| Jane Street | 65k | $1.4M | 47% | Sep 2024 |
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| Sei Investments | 64k | $1.4M | 3% | Sep 2024 |
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| Robeco Investment Management | 55k | $1.2M | -51% | Sep 2024 |
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| Nwam | 55k | $1.2M | 100% | Sep 2024 |
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| Hrt Financial | 53k | $1.1M | 104% | Sep 2024 |
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| Federated Investors | 50k | $1.1M | 6% | Sep 2024 |
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| Keybank National Association | 47k | $1.0M | 7% | Sep 2024 |
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| Pacific Ridge Capital Partners | 42k | $921k | -26% | Sep 2024 |
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| Balyasny Asset Management | 41k | $740k | 100% | Jun 2024 |
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| Rafferty Asset Management | 40k | $865k | -12% | Sep 2024 |
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| Great-West Life Assurance Company | 38k | $817k | 1% | Sep 2024 |
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| Y-Intercept | 36k | $782k | 74% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 35k | $755k | 91% | Sep 2024 |
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| Stifel Financial | 35k | $621k | -41% | Jun 2024 |
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| California State Teachers Retirement System | 33k | $713k | -4% | Sep 2024 |
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| D. E. Shaw & Co | 30k | $660k | -78% | Sep 2024 |
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| ExodusPoint Capital Management | 30k | $648k | 100% | Sep 2024 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 29k | $627k | -10% | Sep 2024 |
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| T. Rowe Price Associates | 28k | $610k | -9% | Sep 2024 |
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| Globeflex Capital | 27k | $594k | 0% | Sep 2024 |
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| Citadel Advisors | 26k | $572k | -22% | Sep 2024 |
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| Susquehanna International | 26k | $570k | 42% | Sep 2024 |
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| EJF Capital | 25k | $536k | -17% | Sep 2024 |
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| Qube Research & Technologies | 24k | $425k | 100% | Jun 2024 |
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| Trexquant Investment | 24k | $512k | 67% | Sep 2024 |
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| Russell Investments | 23k | $412k | 8% | Jun 2024 |
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| Ing Investment Management | 22k | $482k | 14% | Sep 2024 |
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| Mirae Asset Global Investments | 21k | $452k | 11% | Sep 2024 |
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| First Trust Advisors | 21k | $454k | 22% | Sep 2024 |
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| Bensler | 21k | $445k | 0% | Sep 2024 |
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| Alaska Retirement Management Board | 20k | $428k | -3% | Sep 2024 |
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| Illinois Municipal Retirement Fund | 19k | $423k | -5% | Sep 2024 |
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| Mirae Asset Global Etfs Holdings | 19k | $410k | 5% | Sep 2024 |
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| MetLife Investment Advisors | 19k | $409k | -11% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 19k | $406k | 33% | Sep 2024 |
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| Intech Investment Management | 19k | $402k | -19% | Sep 2024 |
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| Wells Fargo & Company | 18k | $391k | 4% | Sep 2024 |
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| Hennion & Walsh Asset Management | 17k | $379k | -3% | Sep 2024 |
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| Brian McDonald | 17k | $371k | -2% | Sep 2024 |
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| State of Tennessee, Treasury Department | 17k | $304k | -24% | Jun 2024 |
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| Keeley-Teton Advisors | 17k | $366k | 0% | Sep 2024 |
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| Louisiana State Employees Retirement System | 17k | $364k | -5% | Sep 2024 |
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| Henderson Group | 15k | $277k | -1% | Jun 2024 |
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| Badgley Phelps Wealth Managers | 15k | $332k | 0% | Sep 2024 |
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| Tower Research Capital | 15k | $274k | 419% | Jun 2024 |
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| SageView Advisory Group | 14k | $307k | 100% | Sep 2024 |
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| Yousif Capital Management | 14k | $297k | -2% | Sep 2024 |
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| Occudo Quantitative Strategies | 13k | $273k | -32% | Sep 2024 |
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| Verition Fund Management | 12k | $215k | 100% | Jun 2024 |
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| Cubist Systematic Strategies | 12k | $256k | -78% | Sep 2024 |
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| Maryland State Retirement & Pension System | 12k | $254k | -4% | Sep 2024 |
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| Teachers Retirement System Of The State Of Kentucky | 11k | $248k | 0% | Sep 2024 |
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| Brighton Jones | 11k | $245k | 1% | Sep 2024 |
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| Winton Capital | 11k | $240k | 100% | Sep 2024 |
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| SG Americas Securities | 11k | $234k | 100% | Sep 2024 |
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| Mengis Capital Management | 10k | $223k | 0% | Sep 2024 |
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| Amalgamated Bank | 10k | $222k | 0% | Sep 2024 |
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| Allianz Asset Management | 10k | $184k | 100% | Jun 2024 |
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| Arizona State Retirement System | 10k | $218k | 100% | Sep 2024 |
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| Florida State Board of Administration | 9.9k | $216k | 100% | Sep 2024 |
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| New York State Common Retirement Fund | 9.6k | $209k | -34% | Sep 2024 |
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| Oregon Public Employees Retirement Fund | 8.1k | $177k | -4% | Sep 2024 |
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| Zurcher Kantonalbank | 8.1k | $177k | 0% | Sep 2024 |
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| CGC Financial Services | 6.2k | $134k | 0% | Sep 2024 |
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| New York State Teachers Retirement System | 5.8k | $126k | 9% | Sep 2024 |
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| Amundi | 5.6k | $118k | -9% | Sep 2024 |
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| Acadian Asset Management | 5.3k | $115k | 100% | Sep 2024 |
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| Quantbot Technologies | 4.4k | $79k | -51% | Jun 2024 |
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| Point72 Asset Management | 4.4k | $95k | -21% | Sep 2024 |
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| DekaBank Deutsche Girozentrale | 3.8k | $66k | 0% | Sep 2024 |
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| Summit Investment Advisors | 3.4k | $75k | 0% | Sep 2024 |
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| CWM | 3.3k | $72k | 17% | Sep 2024 |
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| GAMMA Investing | 2.0k | $43k | 44% | Sep 2024 |
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| KBC Group NV | 1.9k | $41k | 0% | Sep 2024 |
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| Meeder Asset Management | 1.7k | $37k | 0% | Sep 2024 |
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| McIlrath & Eck | 1.7k | $37k | -34% | Sep 2024 |
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| Pnc Financial Services | 1.4k | $30k | 76% | Sep 2024 |
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| Hanson McClain Advisors | 1.2k | $27k | 0% | Sep 2024 |
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| Massmutual Trust | 777.00 | $17k | 3% | Sep 2024 |
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| FTB Advisors | 739.00 | $16k | 68% | Sep 2024 |
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| Ohio Pers | 693.00 | $15k | -3% | Sep 2024 |
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| Point72 Asia | 574.00 | $13k | -59% | Sep 2024 |
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| Quest Partners | 484.00 | $11k | -97% | Sep 2024 |
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| Advisor Group Holdings | 431.00 | $9.4k | -72% | Sep 2024 |
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| Quarry | 428.00 | $7.7k | 100% | Jun 2024 |
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| Steward Partners Investment Advisory | 400.00 | $7.2k | 0% | Jun 2024 |
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| Fifth Third Bancorp | 362.00 | $7.9k | 4% | Sep 2024 |
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| Quadrant Capital | 213.00 | $4.6k | 0% | Sep 2024 |
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| Red Tortoise | 149.00 | $3.2k | 0% | Sep 2024 |
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| SRS Capital Advisors | 133.00 | $2.9k | 62% | Sep 2024 |
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| Bessemer | 120.00 | $3.0k | 100% | Sep 2024 |
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| Sterling Capital Management | 119.00 | $2.6k | 100% | Sep 2024 |
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| Smartleaf Asset Management | 118.00 | $2.5k | -75% | Sep 2024 |
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| Umb Bank N A | 92.00 | $2.0k | 163% | Sep 2024 |
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| Ronald Blue Trust | 90.00 | $1.6k | 100% | Sep 2024 |
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| Spire Wealth Management | 87.00 | $1.9k | 23% | Sep 2024 |
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| NISA Investment Advisors | 86.00 | $1.9k | 0% | Sep 2024 |
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| Signature | 63.00 | $1.4k | 0% | Sep 2024 |
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| Rothschild Investment | 55.00 | $1.2k | 267% | Sep 2024 |
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| Versant Capital Management | 51.00 | $1.1k | 0% | Sep 2024 |
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| Capital Performance Advisors | 47.00 | $1.0k | 100% | Sep 2024 |
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| Parkside Financial Bank & Trust | 34.00 | $740.999400 | 0% | Sep 2024 |
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| ClariVest Asset Management | 28.00 | $504.999600 | 0% | Sep 2024 |
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| Farmers & Merchants Investment | 26.00 | $565.999200 | 0% | Sep 2024 |
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| Farther Finance Advisors | 26.00 | $565.999200 | 0% | Sep 2024 |
|
| Covestor | 21.00 | $0 | -48% | Sep 2024 |
|
Who sold out of Heritage Financial Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sandler O'Neill Asset Management | Jun 2024 | 160k | $2.9M |
| Hsbc Holdings | Mar 2024 | 85k | $1.6M |
| Millennium Management | Jun 2024 | 84k | $1.5M |
| PENN Capital Management | Jun 2024 | 81k | $1.5M |
| GSA Capital Partners | Jun 2024 | 54k | $974k |
| Texas Permanent School Fund | Jun 2024 | 49k | $881k |
| CornerCap Investment Counsel | Jun 2024 | 31k | $557k |
| Numerai GP | Jun 2024 | 28k | $509k |
| Jump Financial | Jun 2024 | 16k | $285k |
| Lazard Asset Management | Jun 2024 | 6.9k | $124k |
| Point72 | Jun 2024 | 1.5k | $27k |
| Innealta Capital | Jun 2024 | 1.5k | $27k |