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HFWA Institutional Ownership & 13F Holders | SmartMoneyDB

HFWAHERITAGE FINL CORP WASH

COM · CUSIP 42722X106

Smart Money Ownership

Of the 8 tracked institutions holding HFWA, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.4pt. It's a gauge of who owns the name, not just how many.

Jim Simons

$4.9M

+10.2pt

PRICE T ROWE ASSOCIATES INC /MD/

$1.3M

+2.7pt

Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →

HFWA (HERITAGE FINL CORP WASH) Institutional Ownership Summary

Among the 8 tracked institutional investors we monitor, HFWA (HERITAGE FINL CORP WASH) is held with a combined value of $276.08M across 10,836,537 shares. The largest holder is BlackRock, Inc. with a position worth $144.61M. 6 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$276.08M

Total Shares Held

10,836,537

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+13% shares~$16.9M WELLINGTON MANAGEMENT GROUP LLP+548% shares~$13.8M STATE STREET CORP+14% shares~$5.8M VANGUARD GROUP INC+2% shares~$1.1M FMR LLC+405% shares~$630.8K

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

0.00% of book+547.5%

$16.34M

RENAISSANCE TECHNOLOGIES LLC

0.01% of book-32.2%

$4.90M

AQR CAPITAL MANAGEMENT LLC

0.00% of book-1.3%

$4.39M

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$144.61M	5,561,782	0.00%	+13.2%
2	VANGUARD GROUP INC	$57.05M	2,412,325	0.00%	+1.9%
3	STATE STREET CORP	$46.71M	1,796,525	0.00%	+14.2%
4	WELLINGTON MANAGEMENT GROUP LLP	$16.34M	628,320	0.00%	+547.5%
5	RENAISSANCE TECHNOLOGIES LLC	$4.90M	188,341	0.01%	-32.2%
6	AQR CAPITAL MANAGEMENT LLC	$4.39M	168,936	0.00%	-1.3%
7	PRICE T ROWE ASSOCIATES INC /MD/	$1.30M	50,062	0.00%	+15.8%
8	FMR LLC	$786.38K	30,246	0.00%	+405.4%

Frequently Asked Questions

Which institutional investors own the most HFWA stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of HFWA with a position worth $144.61M, representing 0.00% of their portfolio. In total, 8 institutional investors hold HFWA with a combined value of $276.08M.

What percentage of HFWA is owned by institutional investors?

Institutional investors hold $276.08M worth of HFWA stock across 8 positions. The largest institutional holder is BlackRock, Inc. with $144.61M in holdings.

What is a 13F filing and why does it matter for HFWA?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HFWA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track HFWA institutional moves

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