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
DIMENSIONAL FUND ADVISORS 1.51M $37.34M Mar 2017
NWQ INVESTMENT MANAGEMENT CO, LLC 1.51M $37.26M Mar 2017
The Vanguard Group,Inc 1.22M $30.06M Mar 2017
The Banc Funds Company, L.L.C. 1.03M $25.44M Mar 2017
GOLDMAN SACHS GROUP INC 973035 $24.09M Mar 2017
BlackRock Fund Advisors 970636 $24.99M Dec 2016
BlackRock Institutional Trust Company, N.A. 946261 $24.37M Dec 2016
Investment Counselors of Maryland, LLC 908920 $22.50M Mar 2017
The Manufacturers Life Insurance Company 683904 $16.99M Mar 2017
Schroder Investment Management Group 614939 $15.25M Mar 2017
Thomson Horstmann & Bryant, Inc." 547680 $13.56M Mar 2017
STATE STREET CORPORATION 543943 $13.46M Mar 2017
NORTHERN TRUST 536888 $13.25M Mar 2017
JPMORGAN CHASE & CO 477322 $11.81M Mar 2017
Forest Hill Capital LLC 466714 $12.02M Dec 2016
Stieven Capital Advisors, L.P. 459456 $11.37M Mar 2017
Mendon Capital Advisors Corp. 455332 $11.31M Mar 2017
Heartland Advisors, Inc. 400000 $9.90M Mar 2017
Phocas Financial 375904 $9.30M Mar 2017
Emerald Acquisition 330564 $5.94M Sep 2016
KENNEDY CAPITAL MANAGEMENT 325327 $8.05M Mar 2017
Russell Investments 309718 $7.67M Mar 2017
Jacobs Asset Management, L.L.C. 265968 $6.58M Mar 2017
MORGAN STANLEY 261839 $6.48M Mar 2017
Geode Capital Management, LLC 256354 $6.34M Mar 2017
PENN Capital Management 256077 $6.34M Mar 2017
RMB Capital Management, LLC 252991 $6.26M Mar 2017
Bank of New York Mellon 196371 $4.86M Mar 2017
Private Management Group, Inc. 191806 $4.75M Mar 2017
Context BH Capital Management 188582 $4.67M Mar 2017
MARTINGALE ASSET MANAGEMENT LP 182057 $4.51M Mar 2017
Robeco Investment Management, Inc. 180790 $4.47M Mar 2017
AlphaOne Investment Services, LLC 172566 $4.27M Mar 2017
Ameriprise Financial, Inc. 165951 $4.11M Mar 2017
TIAA-CREF Investment Management 161881 $4.01M Mar 2017
Bank of America Corporation 153444 $3.81M Mar 2017
LSV Asset Management 152637 $3.78M Mar 2017
MUTUAL OF AMERICA CAPITAL MANAGEMENT 140518 $3.48M Mar 2017
ALLIANCEBERNSTEIN, L.P. 138478 $3.43M Mar 2017
Bridgeway Capital Management, Inc. 129962 $3.22M Mar 2017
STIFEL FINANCIAL 129115 $3.21M Mar 2017
BlackRock Investment Management 128171 $3.30M Dec 2016
AQR Capital Management, LLC 126620 $3.13M Mar 2017
Tom Rawlings 126398 $3.13M Mar 2017
Renaissance Technologies, L.L.C. 125000 $3.09M Mar 2017
Cardinal Capital Management, LLC 122480 $3.03M Mar 2017
Rice Hall James & Associates, LLC 114176 $2.83M Mar 2017
Wells Fargo & Company 109962 $2.72M Mar 2017
Emerald Mutual Fund Advisers, Trust 103401 $2.56M Mar 2017
Teachers Advisors 103042 $2.55M Mar 2017
Charles Schwab Investment Management, Inc. 101730 $2.52M Mar 2017
Arrowstreet Capital, Limited Partnership 91934 $2.28M Mar 2017
Nationwide Fund Advisors 90828 $2.25M Mar 2017
First Trust Advisors L.P. 80016 $1.98M Mar 2017
CalPERS 79700 $1.97M Mar 2017
VICTORY CAPITAL MANAGEMENT 74260 $1.84M Mar 2017
NWAM 70654 $1.75M Mar 2017
O'SHAUGHNESSY ASSET MANAGEMENT 64107 $1.59M Mar 2017
BANK OF MONTREAL /CAN/ 61364 $1.52M Mar 2017
California State Teachers Retirement System 58040 $1.44M Mar 2017
New York State Common Retirement Fund 56659 $1.40M Mar 2017
MENTA CAPITAL LLC 56345 $1.40M Mar 2017
SYSTEMATIC FINANCIAL MANAGEMENT 55595 $1.38M Mar 2017
PRUDENTIAL FINANCIAL 53336 $1.32M Mar 2017
NorthPointe Capital, LLC 51915 $1.28M Mar 2017
BESSEMER 50900 $1.26M Mar 2017
D. E. Shaw & Co., Inc. (see notes 1, 2 and 3) 49397 $1.22M Mar 2017
Swiss National Bank 49368 $1.22M Mar 2017
Invesco Ltd. 48564 $1.20M Mar 2017
Two Sigma Investments, LLC 47952 $1.19M Mar 2017
Deutsche Bank Aktiengesellschaft 46125 $1.14M Mar 2017
Driehaus Capital Management LLC 43412 $1.07M Mar 2017
Shell Asset Management Company 43348 $1.07M Mar 2017
SEI INVESTMENTS 42428 $1.05M Mar 2017
Parametric Portfolio Associates 41335 $1.02M Mar 2017
Ladenburg Thalmann Financial Services 39606 $976287 Mar 2017
MARTIN & CO INC /TN/ 39279 $972155 Mar 2017
Connor, Clark & Lunn Investment Management 39170 $969065 Mar 2017
GSA Capital Partners LLP 38748 $959013 Mar 2017
KEYBANK NATIONAL ASSOCIATION/OH 37497 $928050 Mar 2017
RHUMBLINE ADVISERS 36002 $891049 Mar 2017
Millennium Management LLC 35976 $890046 Mar 2017
Baird Financial 35708 $884130 Mar 2017
QS Investors, LLC 32874 $813960 Mar 2017
OTR - Nominee Name for The State Teachers Retirement Board of Ohio 32000 $792000 Mar 2017
Pacific Ridge Capital Partners 29369 $726882 Mar 2017
Thrivent Financial for Lutherans 28300 $699859 Mar 2017
Two Sigma Advisers, LLC 27315 $676046 Mar 2017
Florida State Board of Administration 24154 $598053 Mar 2017
Municipal Employees' Retirement System of Michigan 23850 $590049 Mar 2017
BlackRock Group 23668 $607794 Dec 2016
Credit Suisse AG 21874 $541600 Mar 2017
BlackRock Advisors 19709 $508098 Dec 2016
PDT Partners 18900 $467964 Mar 2017
Metropolitan Life Insurance Company 18725 $463069 Mar 2017
AMERICAN INTERNATIONAL 18138 $448915 Mar 2017
ING INVESTMENT MANAGEMENT 15207 $376069 Mar 2017
Badgley Phelps Investment Managers 14247 $353040 Mar 2017
D.A. Davidson & Co. 13772 $353114 Dec 2016
Brandywine Global Investment Management, LLC 13727 $340017 Mar 2017
Citigroup Inc. 13724 $339531 Mar 2017
BlackRock 12841 $330398 Dec 2016
Spark Investment Management 11500 $284050 Mar 2017
CITADEL ADVISORS LLC 10488 $259997 Mar 2017
Gail Mannix 10300 $255028 Mar 2017
UBS GLOBAL ASSET MANAGEMENT AMERICAS 9360 $231660 Mar 2017
PanAgora Asset Management 9155 $227044 Mar 2017
Technical Financial Services LLC 8465 $210016 Mar 2017
Parkwood 8253 $204014 Mar 2017
Independent Portfolio Consultants 7360 $182012 Mar 2017
Legal & General Group Plc 7072 $175314 Mar 2017
The Great-West Life Assurance Company 4962 $123007 Mar 2017
UBS Group AG 4688 $116871 Mar 2017
First Interstate Bank 4280 $106015 Mar 2017
ENVESTNET ASSET MANAGEMENT 4156 $102985 Mar 2017
UnionBanCal Corporation 3907 $97010 Mar 2017
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2600 $64012 Mar 2017
Acrospire Investment Management 2513 $61995 Mar 2017
Summit Investment Advisors, Inc. 2334 $57999 Mar 2017
Vantage Investment Advisors 2125 $52997 Mar 2017
Springbok Capital Management, LLC 2000 $50000 Mar 2017
Zurcher Kantonalbank 1224 $30000 Mar 2017
Tower Research Capital 737 $17997 Mar 2017
Tradewinds Capital Management 681 $16997 Mar 2017
Barclays PLC 580 $14001 Mar 2017
Advisor 478 $11997 Mar 2017
US BANCORP \DE\ 284 $7000 Mar 2017
Federated Investors 280 $7000 Mar 2017
Loomis, Sayles and 265 $7001 Mar 2017
NISA Investment Advisors, L.L.C. 200 $5000 Mar 2017
BNP PARIBAS ARBITRAGE, SNC 187 $4628 Mar 2017
Meeder Asset Management, Inc. 137 $3000 Mar 2017
FTB Advisors 121 $2999 Mar 2017
Fifth Third Bancorp 88 $2000 Mar 2017
PNC FINANCIAL SERVICES 88 $2000 Mar 2017
North Star Investment Management 45 $999 Mar 2017
Creative Planning 10 $0 Mar 2017

Who sold Heritage Financial Corporation?

Fund Name Date Sold Shares Held Valued At
Royal Bank of Canada Dec. 31, 2016 245469 $6.30M
Castine Capital Management, LLC Dec. 31, 2016 200000 $5.15M
SUSQUEHANNA INTERNATIONAL Dec. 31, 2016 60847 $1.57M
FSI Group, LLC Dec. 31, 2016 21519 $553899
Principal Financial Group, Inc. Dec. 31, 2016 16327 $419930
Advisors Asset Management, Inc. Dec. 31, 2016 14856 $382987
Ken Roberts Investment Management, Inc. Dec. 31, 2016 12811 $330011