Jim Simons Heritage Financial Corp Transaction History

Renaissance Technologies LLC

$62.3 Billion
Q1 2025

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Heritage Financial Corp stock. As of the latest transaction made, Renaissance Technologies LLC holds 332,430 shares of HFWA stock, worth $7.77 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

332,430

Previous 245,730 35.28%

Holding current value

$7.77 Million

Previous $6.02 Million 34.35%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$23.08 - $25.77 $2 Million - $2.23 Million	86,700 Added 35.28%	332,430 $8.09 Million
Q4 2024 Feb 13, 2025	SELL	$20.77 - $27.28 $1.04 Million - $1.37 Million	-50,300 Reduced 16.99%	245,730 $6.02 Million
Q3 2024 Nov 13, 2024	SELL	$17.13 - $23.17 $429,260 - $580,617	-25,059 Reduced 7.8%	296,030 $6.44 Million
Q2 2024 Aug 09, 2024	BUY	$16.68 - $19.08 $285,228 - $326,267	17,100 Added 5.63%	321,089 $5.79 Million
Q1 2024 May 13, 2024	BUY	$17.88 - $21.15 $2.84 Million - $3.36 Million	158,700 Added 109.23%	303,989 $5.89 Million
Q4 2023 Feb 13, 2024	SELL	$15.97 - $22.04 $1.28 Million - $1.77 Million	-80,200 Reduced 35.57%	145,289 $3.11 Million
Q3 2023 Nov 14, 2023	BUY	$16.05 - $19.14 $1.33 Million - $1.58 Million	82,600 Added 57.81%	225,489 $3.68 Million
Q2 2023 Aug 11, 2023	BUY	$15.26 - $21.38 $1.28 Million - $1.8 Million	84,000 Added 142.64%	142,889 $2.31 Million
Q1 2023 May 12, 2023	SELL	$21.11 - $30.6 $810,624 - $1.18 Million	-38,400 Reduced 39.47%	58,889 $1.26 Million
Q4 2022 Feb 13, 2023	BUY	$26.71 - $34.24 $2.6 Million - $3.33 Million	97,289 New	97,289 $2.98 Million
Q2 2022 Aug 12, 2022	SELL	$23.94 - $26.35 $260,946 - $287,215	-10,900 Reduced 33.34%	21,789 $548,000
Q1 2022 May 13, 2022	SELL	$24.18 - $27.24 $280,488 - $315,984	-11,600 Reduced 26.19%	32,689 $819,000
Q4 2021 Feb 11, 2022	BUY	$23.0 - $25.99 $1.02 Million - $1.15 Million	44,289 New	44,289 $1.08 Million
Q3 2020 Nov 13, 2020	SELL	$17.42 - $20.98 $193,362 - $232,878	-11,100 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$15.68 - $21.77 $235,200 - $326,550	-15,000 Reduced 57.47%	11,100 $222,000
Q1 2020 May 14, 2020	SELL	$18.12 - $28.31 $297,149 - $464,255	-16,399 Reduced 38.59%	26,100 $522,000
Q4 2019 Feb 13, 2020	SELL	$25.86 - $29.02 $674,687 - $757,131	-26,090 Reduced 38.04%	42,499 $1.2 Million
Q3 2019 Nov 13, 2019	BUY	$25.38 - $30.11 $1.74 Million - $2.07 Million	68,589 New	68,589 $1.85 Million

Others Institutions Holding HFWA

# of Institutions

188

Shares Held

28.7M

Call Options Held

1.1K

Put Options Held

300

View Full List

About HERITAGE FINANCIAL CORP

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $821M
Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...

More about HFWA

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