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Heritage Financial Corp (HFWA) Ownership Data

Short Interest History (%)

This is the historical short interest of Heritage Financial Corp, as measured by the Short Percentage Of Float.

Date Short Interest
July 15, 20151.85
June 30, 20151.99
June 15, 20152.26
May 29, 20151.98
May 15, 20151.82
April 30, 20151.35
April 15, 20151.44
March 31, 20151.42
March 13, 20151.45
February 27, 20151.38
February 13, 20151.39
January 30, 20151.39
January 15, 20151.44
December 31, 20141.59
December 15, 20142.14
November 28, 20142.54
November 14, 20142.55
October 31, 20142.81
October 15, 20142.89
September 30, 20142.69
September 15, 20142.38
August 29, 20142.24
August 15, 20142.02
July 31, 20142.28
July 15, 20142.6
June 30, 20143.31
June 13, 20143.22
May 30, 20143.28
May 15, 20146.65
April 30, 201412.97
April 15, 201412.66
March 31, 201412.13
March 14, 201410.68
February 28, 201411.77
February 14, 201410.97
January 31, 201410.2
January 15, 20149.11
December 31, 20137.63
December 13, 20136.94
November 29, 20135.21
November 15, 20134.32
October 31, 20134.16
October 15, 20132.13
September 30, 20132.18
September 13, 20132.26
August 30, 20132.14
August 15, 20131.77
July 31, 20131.83
July 15, 20132.14
June 28, 20132.36
June 14, 20132.42
May 31, 20132.27
May 15, 20132.37
April 30, 20132.45
April 15, 20132.25
March 28, 20132.22
March 15, 20132.2
February 28, 20132.25
February 15, 20132.27
January 31, 20132.32
January 15, 20133.07
December 31, 20123.06
December 14, 20123.47
November 30, 20123.67
November 15, 20123.47
October 31, 20123.49
October 15, 20123.59
September 28, 20123.82
September 14, 20124.33
August 31, 20124.35
August 15, 20124.5
July 31, 20124.74
July 13, 20124.91
June 29, 20125.3
June 15, 20125.21
May 31, 20125.17
May 15, 20124.88
April 30, 20124.64
April 13, 20124.36
March 30, 20124.16
March 15, 20124.33
February 29, 20124.14
February 15, 20124.21
January 31, 20124.47
January 13, 20124.6
December 30, 20114.73
December 15, 20114.85
November 30, 20115.33
November 15, 20115.2
October 31, 20115.4
October 14, 20115.8
September 30, 20116.01
September 15, 20115.79
August 31, 20115.31
August 15, 20115.07
July 29, 20114.92
July 15, 20115.09
June 30, 20115.23
June 15, 20114.49
May 31, 20114.26
May 13, 20114.07
April 29, 20113.94
April 15, 20113.25
March 31, 20113.33
March 15, 20113.02
February 28, 20114.15
February 15, 20113.99
January 31, 20113.25
January 14, 20113.12
December 31, 20103.06
December 15, 20103.33
November 30, 20102.95
November 15, 20102.97
October 29, 20103.27
October 15, 20103.74
September 30, 20103.88
September 15, 20103.72
August 31, 20103.86
August 13, 20103.31
July 30, 20103.48
July 15, 20103.48
June 30, 20103.88
June 15, 20103.04
May 28, 20103.19
May 14, 20103.16
April 30, 20103
April 15, 20102.91
March 31, 20102.95
March 15, 20102.72
February 26, 20102.9
February 12, 20102.8
January 29, 20102.53
January 15, 20102.34
December 31, 20092.23
December 15, 20092.17
November 30, 20092.05
November 13, 20091.85
October 30, 20091.65
October 15, 20091.49
September 30, 20091.01
September 15, 20091.72
August 31, 20091.92
August 14, 20091.97
July 31, 20092.02
July 15, 20092.73
June 30, 20090.39
June 15, 20090.26
May 29, 20090.07
May 15, 20090.07
April 30, 20090.07
April 15, 20090.07
March 31, 20090.07
March 13, 20090.08
February 27, 20090.08
February 13, 20090.07
January 30, 20090.09
January 15, 20090.07
December 31, 20080.07
December 15, 20080.07
November 28, 20080.02
November 14, 20080.07
October 31, 20080.02
October 15, 20080.1
September 30, 20080.03
September 15, 20080.02
August 29, 20080.04
August 15, 20080.01
July 31, 20080.03
July 15, 20080.04
June 30, 20080.01
June 13, 20080.01
May 30, 20080.02
May 15, 20080.03
April 30, 20080.03
April 15, 20080.02
March 31, 20080.04
March 14, 20080.04
February 29, 20080.03
February 15, 20080.04
January 31, 20080.05
January 15, 20080.01
December 11, 20070.01
November 27, 20070.02
November 9, 20070.01
October 26, 20070.03
October 10, 20070.01
September 25, 20070.01
September 11, 20070.01
August 10, 20070.02
July 10, 20070.03
June 12, 20070.02
May 10, 20070.03
April 10, 20070.03
March 12, 20070.04
February 12, 20070.05
January 9, 20070.03
December 12, 20060.04
November 10, 20060.04
October 10, 20060.04
September 12, 20060.13
August 10, 20060.5
July 11, 20060.19
June 12, 20060.03
May 10, 20060.01
April 10, 20060.18
March 10, 20060.44
February 10, 20060.06
January 10, 20060.17
December 12, 20050.02
November 10, 20050.06
October 11, 20050.17
September 12, 20050.02
August 10, 20050.01
July 12, 20050.02
June 10, 20050.04
May 10, 20050.06
April 12, 20050.07
March 10, 20050.05
February 10, 20050.04
January 11, 20050.03
December 10, 20040.03
November 10, 20040.04
October 12, 20040.14
September 10, 20040.28
August 10, 20040.33
July 12, 20040.47
June 9, 20041.83
May 11, 20041.62
April 12, 20041.09
March 10, 20040.75
February 10, 20040.46
January 12, 20040.42
December 10, 20030.37
November 11, 20030.28
October 10, 20030.35
September 10, 20030.46
August 12, 20030.54
July 10, 20030.85
June 10, 20030.29
May 12, 20030.33
April 10, 20030.36
March 11, 20030.35
February 11, 20030.37
January 10, 20030.46
December 10, 20020.66
November 12, 20020.66
October 10, 20020.78
September 10, 20020.01
August 12, 20020.01
May 10, 20020.02
April 10, 20020.01
January 10, 20020.02
July 10, 20010.12
June 12, 20010.01
April 9, 20010.04
March 12, 20010.01
January 9, 20010.01
December 12, 20000.01
November 10, 20000.01
September 12, 20000.04
August 10, 20000.05
May 10, 20000.01
April 11, 20000.1
December 10, 19990.01
November 10, 19990.01
October 12, 19990.04
September 10, 19990.08
August 10, 19990.1
July 12, 19990.19
June 10, 19990.23
May 11, 19990.21
April 12, 19990.2
March 10, 19990.21
February 9, 19990.06
December 8, 19980.49
November 6, 19981.12
October 8, 19981.46
September 8, 19981.84
August 7, 19981.99
July 8, 19981.99
June 8, 199810.56
May 8, 199811.23
April 7, 19988.9
March 6, 19981.06
February 6, 19981

Institutional Ownership History (%)

This the Institutional Ownership History of Heritage Financial CorpPeter Lynch prefers to buy companies with low institutional ownership.

Date Institutional Ownership
June 30, 201569
March 31, 201565
December 31, 201475
September 30, 201466
June 30, 201466
March 31, 201468
December 31, 201368
September 30, 201357
June 30, 201364
March 31, 201365
December 31, 201276
September 30, 201271
June 30, 201267
March 31, 201267
December 31, 201176
September 30, 201171
June 30, 201169
March 31, 201169
December 31, 201071
September 30, 201059
June 30, 201058
March 31, 201056
December 31, 200964
September 30, 200952
June 30, 200924
March 31, 200925
December 31, 200818
September 30, 200818
June 30, 200818
March 31, 200817
December 31, 200716
September 30, 200714
June 30, 200715
March 31, 200718
December 31, 200615
September 30, 200615
June 30, 200614
March 31, 200615
December 31, 200514
September 30, 200513
June 30, 200513
March 31, 200513
December 31, 200412
September 30, 200413
June 30, 200413
March 31, 200416
December 31, 200322
September 30, 200320
June 30, 200319
March 31, 200316
December 31, 200217
September 30, 200217
June 30, 200216
March 31, 200215
December 31, 200115
September 30, 200116
June 30, 200117
March 31, 200114
December 31, 200012
September 30, 200012
June 30, 200011
March 31, 20008

Insider ownership (%)

This is the historical insider ownership of Heritage Financial Corp. It is usually better to buy companies with large insider ownership. The company insiders' interest are more aligned with external shareholders in this case.

Date Insider Ownership
April 30, 20156
March 31, 20156
February 28, 20156
January 31, 20155
December 31, 20145
November 30, 20145
October 31, 20145
September 30, 20145
August 31, 20145
July 31, 201410
June 30, 20149
May 31, 20149
March 31, 20149
February 28, 20149
January 31, 20149
December 31, 20139
November 30, 20139
October 31, 20139
September 30, 20139
August 31, 20139
July 31, 20139
June 30, 20139
May 31, 20138
April 30, 20138
March 31, 20138
January 31, 20138
November 30, 20128
October 31, 20128
September 30, 20128
August 31, 20128
July 31, 20128
June 30, 20128
May 31, 20128
April 30, 20128
March 31, 20128
February 29, 20128
January 31, 20128
December 31, 20118
November 30, 20118
October 31, 20118
September 30, 20118
August 31, 20118
July 31, 20118
June 30, 20118
May 31, 20118
April 30, 20118
March 31, 20118
February 28, 201112
January 31, 201111
December 31, 201011
November 30, 201011
October 31, 201011
September 30, 201011
August 31, 201011
July 31, 201011
June 30, 201011
May 31, 201011
April 30, 201011
March 31, 201011
February 28, 201011
January 31, 201012
December 31, 200912
November 30, 200912
October 31, 200912
September 30, 200912
August 31, 200919
July 31, 200919
June 30, 200919
May 31, 200919
April 30, 200919
March 31, 200919
February 28, 200919
January 31, 200919
December 31, 200819
November 30, 200819
October 31, 200819
September 30, 200819
August 31, 200819
July 31, 200819
June 30, 200819
May 31, 200819
April 30, 200818
March 31, 200818
February 29, 200818
January 31, 200819
December 31, 200718
November 30, 200718
October 31, 200721
September 30, 200721
August 31, 200721
July 31, 200721
June 30, 200720
May 31, 200721
April 30, 200721
March 31, 200720
February 28, 200720
January 31, 200720
December 31, 200621
November 30, 200620
October 31, 200620
September 30, 200620
June 30, 200621
May 31, 200621
April 30, 200622
March 31, 200622
February 28, 200622
January 31, 200622
December 31, 200521
November 30, 200520
October 31, 200520
September 30, 200520
August 31, 200520
July 31, 200520
June 30, 200521
May 31, 200521
April 30, 200521
March 31, 200521
February 28, 200522
January 31, 200521
December 31, 200421
November 30, 200420
October 31, 200421
September 30, 200421
August 31, 200420
July 31, 200420
June 30, 200420
May 31, 200420
April 30, 200420
March 31, 200419
February 29, 200419

Top Direct Holders

HolderPositionShares% of Shares
Outstanding
Report Date
Donald V. RhodesChairman294,4350.97%2013-10-17
Brian L. VanceDirector155,1830.51%2015-06-25
Daryl D. JensenDirector134,3100.44%2014-04-01
Lynn M. BruntonN/A123,3720.41%2006-05-18
Philip S. WeigandDirector116,0890.38%2013-03-20
David H. BrownN/A96,6470.32%2015-06-23
James P. SennaDirector84,6250.28%2007-07-13
Jay T. LienN/A68,6630.23%2014-12-31
John A. CleesDirector65,6210.22%2015-06-23
Anthony B. PickeringN/A54,5720.18%2015-06-23

Top Fund Holders

HolderSharesReport Date% of Shares
Outstanding
% of Total
Assets Managed
Market Value($1000)
Forest Hill Capital, LLC   Premium Plus2,005,5212015-03-316.633.3334,094
Investment Counselors Of Maryland LLC   Premium Plus1,203,0792015-03-313.980.9720,452
Woodmen of World Life Insurance Soc956,8422014-12-313.16N/A16,793
Dimensional Fund Advisors, Inc.   Premium Plus874,1032015-03-312.890.0114,860
Vanguard Group, Inc.   Premium Plus852,0332015-03-312.82N/A14,485
Banc Funds Co LLC   Premium Plus843,9122015-03-312.790.9414,347
BlackRock Fund Advisors   Premium Plus818,6962015-03-312.71N/A13,918
DePrince, Race & Zollo, Inc.   Premium Plus794,3912015-03-312.630.1913,505
Schroder Investment Management North America Inc.   Premium Plus724,2002015-03-312.370.0812,181
Goldman Sachs Asset Management, L.P.   Premium Plus644,2332015-03-312.130.0110,952

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