Who owns Heritage Financial Corporation?

Top Holders and Investors of HFWA Stock

Find out what company owns Heritage Financial Corporation, who bought HFWA this quarter, and who sold shares of HFWA stock?

Fund or Company Name Number of Shares Valued At As Of
NWQ INVESTMENT MANAGEMENT CO, LLC 1.91M $49.25M Dec 2016
DIMENSIONAL FUND ADVISORS 1.41M $36.19M Dec 2016
The Vanguard Group,Inc 1.15M $29.51M Dec 2016
GOLDMAN SACHS GROUP INC 977891 $25.17M Dec 2016
BlackRock Fund Advisors 970636 $24.99M Dec 2016
The Banc Funds Company, L.L.C. 964731 $24.84M Dec 2016
BlackRock Institutional Trust Company, N.A. 946261 $24.37M Dec 2016
Investment Counselors of Maryland, LLC 917120 $23.62M Dec 2016
The Manufacturers Life Insurance Company 711712 $18.35M Dec 2016
Schroder Investment Management Group 616931 $15.89M Dec 2016
STATE STREET CORPORATION 576051 $14.83M Dec 2016
NORTHERN TRUST 532591 $13.71M Dec 2016
Thomson Horstmann & Bryant, Inc." 488840 $12.59M Dec 2016
Heartland Advisors, Inc. 478000 $12.31M Dec 2016
Forest Hill Capital LLC 466714 $12.02M Dec 2016
Stieven Capital Advisors, L.P. 463156 $11.93M Dec 2016
PENN Capital Management 428629 $11.04M Dec 2016
Phocas Financial 427036 $11.00M Dec 2016
Jacobs Asset Management, L.L.C. 386268 $9.95M Dec 2016
MORGAN STANLEY 342525 $8.82M Dec 2016
Emerald Acquisition 330564 $5.94M Sep 2016
KENNEDY CAPITAL MANAGEMENT 328915 $8.47M Dec 2016
Private Management Group, Inc. 318293 $8.20M Dec 2016
Russell Investments 316504 $8.18M Dec 2016
Royal Bank of Canada 245469 $6.30M Dec 2016
Geode Capital Management, LLC 243366 $6.27M Dec 2016
Castine Capital Management, LLC 200000 $5.15M Dec 2016
Context BH Capital Management 194208 $5.00M Dec 2016
Frank Russell Company 187674 $3.30M Mar 2016
Bank of New York Mellon 182292 $4.69M Dec 2016
AlphaOne Investment Services, LLC 177091 $4.56M Dec 2016
Robeco Investment Management, Inc. 176982 $4.56M Dec 2016
MARTINGALE ASSET MANAGEMENT LP 175457 $4.52M Dec 2016
Bank of America Corporation 171205 $4.41M Dec 2016
TIAA-CREF Investment Management 168107 $4.33M Dec 2016
Ameriprise Financial, Inc. 158150 $4.07M Dec 2016
LSV Asset Management 152437 $3.93M Dec 2016
MUTUAL OF AMERICA CAPITAL MANAGEMENT 143862 $3.70M Dec 2016
Bridgeway Capital Management, Inc. 129962 $3.35M Dec 2016
Renaissance Technologies, L.L.C. 128600 $3.31M Dec 2016
BlackRock Investment Management 128171 $3.30M Dec 2016
Cardinal Capital Management, LLC 117840 $3.03M Dec 2016
Wells Fargo & Company 114835 $2.96M Dec 2016
STIFEL FINANCIAL 113511 $3.11M Dec 2016
JPMORGAN CHASE & CO 107142 $2.76M Dec 2016
Emerald Mutual Fund Advisers, Trust 103401 $2.66M Dec 2016
Teachers Advisors 97765 $2.52M Dec 2016
Charles Schwab Investment Management, Inc. 96600 $2.49M Dec 2016
Rice Hall James & Associates, LLC 92935 $2.39M Dec 2016
AQR Capital Management, LLC 88384 $2.28M Dec 2016
First Trust Advisors L.P. 84106 $2.17M Dec 2016
D. E. Shaw & Co., Inc. (see notes 1, 2 and 3) 82487 $2.12M Dec 2016
VICTORY CAPITAL MANAGEMENT 75810 $1.95M Dec 2016
CalPERS 73600 $1.90M Dec 2016
NWAM 70654 $1.82M Dec 2016
PRUDENTIAL FINANCIAL 61016 $1.57M Dec 2016
SUSQUEHANNA INTERNATIONAL 60847 $1.57M Dec 2016
California State Teachers Retirement System 60840 $1.57M Dec 2016
SEI INVESTMENTS 60713 $1.56M Dec 2016
New York State Common Retirement Fund 55840 $1.44M Dec 2016
SYSTEMATIC FINANCIAL MANAGEMENT 55545 $1.43M Dec 2016
Deutsche Bank Aktiengesellschaft 54121 $1.36M Dec 2016
Swiss National Bank 47668 $1.23M Dec 2016
BESSEMER 47600 $1.23M Dec 2016
Shell Asset Management Company 46381 $1.19M Dec 2016
Millennium Management LLC 46262 $1.19M Dec 2016
Connor, Clark & Lunn Investment Management 45860 $1.18M Dec 2016
MENTA CAPITAL LLC 44993 $1.16M Dec 2016
Citigroup Inc. 44323 $1.14M Dec 2016
Invesco Ltd. 43454 $1.12M Dec 2016
ALLIANCEBERNSTEIN, L.P. 40628 $1.05M Dec 2016
BANK OF MONTREAL /CAN/ 40354 $914421 Dec 2016
Ladenburg Thalmann Financial Services 39311 $1.02M Dec 2016
Parametric Portfolio Associates 39092 $1.01M Dec 2016
Credit Suisse AG 37990 $978622 Dec 2016
GSA Capital Partners LLP 37827 $974045 Dec 2016
MARTIN & CO INC /TN/ 37628 $968921 Dec 2016
KEYBANK NATIONAL ASSOCIATION/OH 37497 $965922 Dec 2016
Baird Financial 35298 $908923 Dec 2016
RHUMBLINE ADVISERS 34786 $896087 Dec 2016
Two Sigma Advisers, LLC 33283 $857037 Dec 2016
Nationwide Fund Advisors 24510 $630887 Dec 2016
Municipal Employees' Retirement System of Michigan 23850 $613899 Dec 2016
BlackRock Group 23668 $607794 Dec 2016
Pacific Ridge Capital Partners 22589 $581892 Dec 2016
OTR - Nominee Name for The State Teachers Retirement Board of Ohio 22300 $574002 Dec 2016
FSI Group, LLC 21519 $553899 Dec 2016
CITADEL ADVISORS LLC 20292 $522316 Dec 2016
Florida State Board of Administration 19897 $511949 Dec 2016
BlackRock Advisors 19709 $508098 Dec 2016
Metropolitan Life Insurance Company 18725 $481981 Dec 2016
AMERICAN INTERNATIONAL 16959 $437033 Dec 2016
Principal Financial Group, Inc. 16327 $419930 Dec 2016
Gail Mannix 16300 $420051 Dec 2016
ING INVESTMENT MANAGEMENT 15207 $392036 Dec 2016
Advisors Asset Management, Inc. 14856 $382987 Dec 2016
Two Sigma Investments, LLC 14565 $375048 Dec 2016
Badgley Phelps Investment Managers 14247 $367002 Dec 2016
D.A. Davidson & Co. 13772 $353114 Dec 2016
Brandywine Global Investment Management, LLC 13737 $354002 Dec 2016
PDT Partners 13600 $350064 Dec 2016
BlackRock 12841 $330398 Dec 2016
Ken Roberts Investment Management, Inc. 12811 $330011 Dec 2016
Spark Investment Management 11500 $296010 Dec 2016
O'SHAUGHNESSY ASSET MANAGEMENT 10610 $272995 Dec 2016
First Interstate Bank 9810 $252999 Dec 2016
UBS GLOBAL ASSET MANAGEMENT AMERICAS 9360 $241020 Dec 2016
Dynamic Technology Lab Private 9336 $240028 Dec 2016
QS Investors, LLC 8297 $213979 Dec 2016
Parkwood 8253 $213009 Dec 2016
UBS Group AG 7631 $196803 Dec 2016
Independent Portfolio Consultants 7455 $191966 Dec 2016
Legal & General Group Plc 7168 $185006 Dec 2016
The Great-West Life Assurance Company 4962 $128019 Dec 2016
Acrospire Investment Management 4857 $125019 Dec 2016
ENVESTNET ASSET MANAGEMENT 4293 $111016 Dec 2016
UnionBanCal Corporation 3560 $91990 Dec 2016
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2600 $67002 Dec 2016
Vantage Investment Advisors 2125 $54995 Dec 2016
BNP PARIBAS ARBITRAGE, SNC 1888 $48616 Dec 2016
NISA Investment Advisors, L.L.C. 1800 $46008 Dec 2016
PanAgora Asset Management 1397 $36000 Dec 2016
Zurcher Kantonalbank 1224 $31995 Dec 2016
Barclays PLC 1074 $27999 Dec 2016
Tower Research Capital 770 $19796 Dec 2016
Tradewinds Capital Management 678 $16997 Dec 2016
Springbok Capital Management, LLC 500 $13000 Dec 2016
Advisor 476 $11999 Dec 2016
US BANCORP \DE\ 208 $5000 Dec 2016
Federated Investors 147 $3999 Dec 2016
Loomis, Sayles and 115 $3000 Dec 2016
FTB Advisors 100 $2000 Dec 2016
PNC FINANCIAL SERVICES 88 $2000 Dec 2016
Fifth Third Bancorp 88 $2000 Dec 2016
North Star Investment Management 85 $2000 Dec 2016
Northwestern Mutual Wealth Management Company 19 $0 Dec 2016
Creative Planning 10 $0 Dec 2016

Who sold Heritage Financial Corporation?

Fund Name Date Sold Shares Held Valued At
APG All Pensions Group NV Sept. 30, 2016 238743 $4.29M
Basswood Capital Management, L.L.C. Sept. 30, 2016 60466 $1.08M
Deere & Company Sept. 30, 2016 17452 $312914