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Sunday, November 29, 2009, 2:58AM ET - U.S. Markets Closed. Dow  1.48% Nasdaq  1.73%

Heritage Financial Corp. (HFWA)

On Nov 27: 12.50   0.43 (3.33%)

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Major Holders Get Major Holders for:
BREAKDOWN % of Shares Held by All Insider and 5% Owners: 10% % of Shares Held by Institutional & Mutual Fund Owners: 48% % of Float Held by Institutional & Mutual Fund Owners: 53% Number of Institutions Holding Shares: 56 MAJOR DIRECT HOLDERS (FORMS 3 & 4) Holder Shares Reported VANCE BRIAN L 127,952 29-Sep-09 WEIGAND PHILIP S 112,880 4-Jan-08 CLEES JOHN A 72,346 22-Apr-08 BROADHEAD MICHAEL 43,153 3-Jun-09 CHRISTENSEN GARY B 43,504 22-Sep-09
TOP INSTITUTIONAL HOLDERS Holder Shares % Out Value* Reported WELLINGTON MANAGEMENT COMPANY, LLP 873,900 7.90 $11,491,785 30-Sep-09 MFC Global Investment Management (U.S.), LLC 417,940 3.78 $5,495,911 30-Sep-09 BANC FUNDS COMPANY, L.L.C. (THE) 401,000 3.63 $5,273,150 30-Sep-09 American Century Companies, Inc. 363,900 3.29 $4,785,285 30-Sep-09 Castine Capital Management, LLC 350,000 3.17 $4,602,500 30-Sep-09 Barclays Global Investors UK Holdings Ltd 343,202 3.10 $4,513,106 30-Sep-09 NORTHAVEN MANAGEMENT, INC. 337,000 3.05 $4,431,550 30-Sep-09 DIMENSIONAL FUND ADVISORS LP 323,912 2.93 $4,259,442 30-Sep-09 GOLDMAN SACHS GROUP INC 278,157 2.52 $3,657,764 30-Sep-09 FOREST HILL CAPITAL LLC 194,000 1.75 $2,551,100 30-Sep-09 TOP MUTUAL FUND HOLDERS Holder Shares % Out Value* Reported AMERICAN CENTURY SMALL CAP VALUE FUND 320,000 2.89 $4,208,000 30-Sep-09 JOHN HANCOCK BANK AND THRIFT OPPORTUNITY FUND 187,598 1.70 $2,466,913 30-Sep-09 JOHN HANCOCK REGIONAL BANK FD (INVESTORS TR) 186,223 1.68 $2,329,649 31-Oct-09 Legg Mason Partners Financial Services Fd 83,000 .75 $1,091,450 30-Sep-09 ISHARES RUSSELL 2000 INDEX FD 81,663 .74 $1,073,868 30-Sep-09 DFA U.S. MICRO CAP SERIES 61,876 .56 $699,198 30-Apr-09 VANGUARD EXTENDED MARKET INDEX FUND 53,719 .49 $620,991 30-Jun-09 ISHARES RUSSELL 2000 VALUE INDEX FD 48,939 .44 $643,547 30-Sep-09 VANGUARD TOTAL STOCK MARKET INDEX FUND 46,679 .42 $539,609 30-Jun-09 JOHN HANCOCK FINANCIAL INDUSTRIES FD (INST SER I) 44,119 .40 $551,928 31-Oct-09 View Transactions for Insiders & Institutional Holders * Value shown is computed using the security's price on the report date given.
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