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 Dow Up0.17% Nasdaq Up0.44%

Heritage Financial Corp. (HFWA)

-NasdaqGS
15.77 Up 0.03(0.19%) 4:00PM EDT
|After Hours : 15.77 0.00 (0.00%) 4:26PM EDT
Major HoldersGet Major Holders for:
Breakdown
% of Shares Held by All Insider and 5% Owners:18%
% of Shares Held by Institutional & Mutual Fund Owners:69%
% of Float Held by Institutional & Mutual Fund Owners:83%
Number of Institutions Holding Shares:68

Major Direct Holders (Forms 3 & 4)
HolderSharesReported
RHODES DONALD V294,435Oct 17, 2013
JENSEN DARYL D134,310Apr 1, 2014
VANCE BRIAN L134,154Jun 25, 2014
WEIGAND PHILIP S116,089Mar 20, 2013
BROWN DAVID H94,282Jul 15, 2013


Top Institutional Holders
HolderShares% OutValue*Reported
Forest Hill Capital LLC2,198,5937.2837,200,193Mar 31, 2014
Wellington Management Company, LLP1,192,1113.9520,170,518Mar 31, 2014
Investment Counselors of Maryland1,099,3433.6418,600,883Mar 31, 2014
Banc Funds Company, L.L.C. (The)871,6142.8914,747,708Mar 31, 2014
American Century Companies, Inc.846,7612.8014,327,196Mar 31, 2014
BlackRock Fund Advisors831,9642.7514,076,830Mar 31, 2014
Endeavour Capital Advisors, Inc.820,5622.7213,883,909Mar 31, 2014
Vanguard Group, Inc. (The)785,1262.6013,284,331Mar 31, 2014
Dimensional Fund Advisors LP773,6312.5613,089,836Mar 31, 2014
BlackRock Institutional Trust Company, N.A.709,1702.3511,999,156Mar 31, 2014

Top Mutual Fund Holders
HolderShares% OutValue*Reported
American Century Small Cap Value Fund648,4932.1510,972,501Mar 31, 2014
Advisors Inner Circle Fund-ICM Small Company Portfolio636,8472.1110,291,447Apr 30, 2014
iShares Russell 2000 ETF498,1251.658,428,275Mar 31, 2014
Heartland Value Fund478,0001.588,087,760Mar 31, 2014
Touchstone Funds Group Tr-Touchstone Merger Arbitrage Fd429,4291.427,265,938Mar 31, 2014
Vanguard Total Stock Market Index Fund419,9931.397,106,281Mar 31, 2014
Goldman Sachs Small Cap Value Fund404,9751.347,180,206Feb 28, 2014
Vanguard Extended Market Index Fund258,2350.864,369,336Mar 31, 2014
John Hancock Regional Bank Fund (Investors Tr)257,4830.854,160,925Apr 30, 2014
iShares Russell 2000 Value ETF211,2080.703,573,639Mar 31, 2014

View Transactions for Insiders & Institutional Holders

Value shown is computed using the security's price on the report date given.

Currency in USD.