HFWA - Heritage Financial Corp-WA Stock Price, Fair Value and News
19.08+0.19 (+1.01%)Market Closed
Which funds bought or sold HFWA recently?
Which funds are the top buyers of HFWA?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| BlackRock Inc. | 5,119,690 | 99,270,800 | - |
| VANGUARD GROUP INC | 2,486,780 | 48,218,600 | - |
| ALLIANCEBERNSTEIN L.P. | 1,931,950 | 37,460,500 | 0.01% |
| DIMENSIONAL FUND ADVISORS LP | 1,854,810 | 35,964,700 | 0.01% |
| STATE STREET CORP | 1,659,160 | 32,171,100 | - |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,283,660 | 24,890,100 | 0.01% |
| Bank of New York Mellon Corp | 1,003,030 | 19,448,800 | - |
| GOLDMAN SACHS GROUP INC | 940,043 | 18,227,400 | - |
| GEODE CAPITAL MANAGEMENT, LLC | 784,630 | 15,216,400 | - |
| JENNISON ASSOCIATES LLC | 753,570 | 14,611,700 | 0.01% |
Which funds have put a big percent of portfolio in HFWA?
| Fund Name | $ Value | % Port. |
|---|---|---|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4,645,770 | 1.44% |
| MARTIN & CO INC /TN/ | 2,741,910 | 0.67% |
| HEARTLAND ADVISORS INC | 7,756,000 | 0.41% |
| EJF Capital LLC | 577,919 | 0.40% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 4,473,990 | 0.26% |
| Pacific Ridge Capital Partners, LLC | 1,099,840 | 0.24% |
| Elequin Capital, LP | 2,346,980 | 0.21% |
| Penn Capital Management Company, LLC | 2,346,980 | 0.21% |
| Dana Investment Advisors, Inc. | 4,797,450 | 0.16% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4,307,020 | 0.09% |
Trend of No. of funds that hold HFWA
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| JENNISON ASSOCIATES LLC | 14,611,700 |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 5,023,830 |
| Dana Investment Advisors, Inc. | 4,797,450 |
| EA Series Trust | 1,245,920 |
| Jump Financial, LLC | 420,026 |
| Amalgamated Financial Corp. | 391,000 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 378,435 |
| Savant Capital, LLC | 222,540 |
Additions
| Fund Name | % Increased |
|---|---|
| Elequin Capital, LP | 1,730 |
| Penn Capital Management Company, LLC | 286 |
| US BANCORP \DE\ | 212 |
| Empowered Funds, LLC | 116 |
| RENAISSANCE TECHNOLOGIES LLC | 109 |
| Spire Wealth Management | 95.65 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 83.3 |
| ROYCE & ASSOCIATES LP | 75.42 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | -55.57 |
| HSBC HOLDINGS PLC | -53.67 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -51.44 |
| STIFEL FINANCIAL CORP | -47.97 |
| Covestor Ltd | -37.29 |
| FIRST TRUST ADVISORS LP | -29.48 |
| UBS Group AG | -28.3 |
| Parametric Portfolio Associates LLC | -28.12 |
Sold off
| Fund Name | $ Sold |
|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | -4,690,060 |
| Forest Hill Capital, LLC | -4,525,910 |
| OBERWEIS ASSET MANAGEMENT INC/ | -3,003,160 |
| MILLENNIUM MANAGEMENT LLC | -2,658,540 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,602,110 |
| Cubist Systematic Strategies, LLC | -1,414,690 |
| GSA CAPITAL PARTNERS LLP | -1,010,000 |
| Qube Research & Technologies Ltd | -809,440 |