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 5.1M $82M -1% Sep 2023
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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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State Street Corporation 1.5M $25M -8% Sep 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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Geode Capital Management 733k $12M 3% Sep 2023
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Schroder Investment Management Group 536k $8.7M 35% Sep 2023
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Ameriprise Financial 525k $8.6M 1% Sep 2023
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Northern Trust 464k $7.6M -2% Sep 2023
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Heartland Advisors 446k $9.5M -1% Dec 2023
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Morgan Stanley 411k $6.7M 16% Sep 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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Nuveen Asset Management 305k $5.0M -3% Sep 2023
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Manufacturers Life Insurance Company 305k $5.0M 7% Sep 2023
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Arrowstreet Capital, Limited Partnership 277k $5.9M 47% Dec 2023
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Kiley Juergens Wealth Management 238k $5.1M -1% Dec 2023
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Basswood Capital Management 231k $3.8M 0% Sep 2023
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Renaissance Technologies 226k $3.7M 58% Sep 2023
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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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Bridgeway Capital Management 206k $3.4M 3% Sep 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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Thrivent Financial for Lutherans 164k $2.7M 11% Sep 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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Martin & Co 143k $2.3M 0% Sep 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 133k $2.8M -21% Dec 2023
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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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Invesco 116k $1.9M -67% Sep 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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Empowered Funds 84k $1.4M 9% Sep 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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Qube Research & Technologies 67k $1.1M -52% Sep 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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American Century Companies 65k $1.1M 185% Sep 2023
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Pacific Ridge Capital Partners 61k $1.3M 28% Dec 2023
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Prudential Financial 56k $908k 29% Sep 2023
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Nwam 55k $1.2M 0% Dec 2023
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Sei Investments 55k $894k 8% Sep 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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Public Sector Pension Investment Board 43k $707k -30% Sep 2023
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Ubs Global Asset Management Americas 43k $910k 0% Dec 2023
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EJF Capital 42k $686k -15% Sep 2023
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California State Teachers Retirement System 39k $631k -6% Sep 2023
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Great-West Life Assurance Company 37k $600k 24% Sep 2023
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Ziegler Capital Management 36k $761k 9% Dec 2023
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Keybank National Association 34k $555k 0% Sep 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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Rafferty Asset Management 32k $519k -40% Sep 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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First Trust Advisors 26k $425k 8% Sep 2023
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 24k $509k 100% Dec 2023
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Ing Investment Management 22k $364k 2% Sep 2023
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Citadel Advisors 22k $464k -49% Dec 2023
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Alaska Retirement Management Board 22k $459k -2% Dec 2023
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Quest Partners 21k $458k 100% Dec 2023
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Brian McDonald 21k $339k 100% Sep 2023
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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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Susquehanna International 17k $272k -20% Sep 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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Tower Research Capital 13k $211k 1358% Sep 2023
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Maryland State Retirement & Pension System 13k $276k 0% Dec 2023
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State of Tennessee, Treasury Department 12k $195k 0% Sep 2023
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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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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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Quantbot Technologies 5.0k $82k -74% Sep 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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Metropolitan Life Insurance Company 2.0k $44k 0% Dec 2023
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KBC Group NV 1.9k $31k -36% Sep 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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CWM 1.5k $33k 25% Dec 2023
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FMR 1.1k $18k 195% Sep 2023
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FTB Advisors 974.00 $21k 0% Dec 2023
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Massmutual Trust 970.00 $21k 50% Dec 2023
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Point72 Asset Management 900.00 $19k -72% Dec 2023
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Ohio Pers 643.00 $14k 14% Dec 2023
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GAMMA Investing 514.00 $10k 100% Dec 2023
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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 $3.2k 0% Dec 2023
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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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Versant Capital Management 51.00 $1.1k -45% Dec 2023
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Parkside Financial Bank & Trust 34.00 $728.001200 -67% Dec 2023
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ClariVest Asset Management 28.00 $0 -65% Sep 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
DePrince Race & Zollo Jun 2023 106k $1.7M
Squarepoint Ops Sep 2023 38k $627k
Franklin Resources Sep 2023 36k $583k
Commonwealth of Pennsylvania Sep 2023 23k $382k
Quadrature Capital Jun 2023 18k $298k
Grantham, Mayo, Van Otterloo & Co Jun 2023 16k $265k
SageView Advisory Group Sep 2023 14k $222k
XTX Topco Jun 2023 13k $207k
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
Group One Trading Jun 2023 6.5k $105k
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