Institutional shares held 27.3 Million
4.5K calls
2K puts
Total value of holdings $714M
$117K calls
$52K puts
Market Cap $919M
35,104,200 Shares Out.
Institutional ownership 77.78%
# of Institutions 171


Latest Institutional Activity in HFWA

Top Purchases

Q3 2024
Jennison Associates LLC Shares Held: 1.74M ($45.6M)
Q3 2024
Pro Share Advisors LLC Shares Held: 328K ($8.58M)
Q3 2024
Arrowstreet Capital, Limited Partnership Shares Held: 387K ($10.1M)
Q3 2024
Dimensional Fund Advisors LP Shares Held: 2.03M ($53.3M)
Q3 2024
Nwam LLC Shares Held: 54.9K ($1.44M)

Top Sells

Q3 2024
Heartland Advisors Inc Shares Held: 275K ($7.2M)
Q3 2024
D. E. Shaw & Co., Inc. Shares Held: 30.3K ($794K)
Q3 2024
Aqr Capital Management LLC Shares Held: 276K ($7.22M)
Q3 2024
Cubist Systematic Strategies, LLC Shares Held: 11.7K ($307K)
Q3 2024
Millennium Management LLC Shares Held: 45.9K ($1.2M)

About HFWA

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, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.


Insider Transactions at HFWA

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
68K Shares
From 19 Insiders
Exercise of conversion of derivative security 68K shares
Sell / Disposition
14.2K Shares
From 12 Insiders
Payment of exercise price or tax liability 7.41K shares
Bona fide gift 3.8K shares
Open market or private sale 2.98K shares

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