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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 (%)Short Interest (Shares in Mil)
August 31, 20172.450.72
August 15, 20171.30.38
July 31, 20170.880.26
July 14, 20171.360.40
June 30, 20171.380.40
June 15, 20170.720.21
May 31, 20170.780.23
May 15, 20170.920.27
April 28, 20171.180.34
April 13, 20170.580.17
March 31, 20170.660.19
March 15, 20170.510.15
February 28, 20170.590.17
February 15, 20170.580.17
January 31, 20170.490.14
January 13, 20170.520.15
December 30, 20160.520.15
December 15, 20160.620.18
November 30, 20160.850.25
November 15, 20161.170.34
October 31, 20161.070.31
October 14, 20161.070.31
September 30, 20161.340.39
September 15, 20161.50.44
August 31, 20161.580.46
August 15, 20161.750.51
July 29, 20161.90.55
July 15, 20162.450.71
June 30, 20162.410.70
June 15, 20162.720.79
May 31, 20162.90.85
May 13, 20162.930.85
April 29, 20162.980.87
April 15, 20163.140.92
March 31, 20163.150.92
March 15, 20163.090.90
February 29, 20163.080.91
February 12, 20163.090.91
January 29, 20163.461.02
January 15, 20163.20.94
December 31, 20152.620.77
December 15, 20152.460.72
November 30, 20152.430.72
November 13, 20152.330.69
October 30, 20152.420.71
October 15, 20152.820.83
September 30, 20152.710.80
September 15, 20152.620.77
August 31, 20152.430.72
August 14, 20152.070.61
July 31, 20151.780.53
July 15, 20151.850.54
June 30, 20151.990.59
June 15, 20152.260.67
May 29, 20151.980.58
May 15, 20151.820.54
April 30, 20151.350.40
April 15, 20151.440.43
March 31, 20151.420.42
March 13, 20151.450.43
February 27, 20151.380.41
February 13, 20151.390.41
January 30, 20151.390.41
January 15, 20151.440.42
December 31, 20141.590.47
December 15, 20142.140.63
November 28, 20142.540.75
November 14, 20142.550.75
October 31, 20142.810.83
October 15, 20142.890.85
September 30, 20142.690.79
September 15, 20142.380.70
August 29, 20142.240.66
August 15, 20142.020.59
July 31, 20142.280.67
July 15, 20142.60.76
June 30, 20143.310.97
June 13, 20143.220.95
May 30, 20143.280.96
May 15, 20146.651.01
April 30, 201412.971.96
April 15, 201412.661.91
March 31, 201412.131.83
February 28, 201411.771.65
February 14, 201410.971.53
January 31, 201410.21.43
January 15, 20149.111.27
December 31, 20137.631.07
December 13, 20136.940.97
November 29, 20135.210.73
November 15, 20134.320.60
October 31, 20134.160.58
October 15, 20132.130.30
September 30, 20132.180.30
September 13, 20132.260.32
August 30, 20132.140.30
August 15, 20131.770.25
July 31, 20131.830.26
July 15, 20132.140.30
June 28, 20132.360.33
June 14, 20132.420.34
May 31, 20132.270.32
May 15, 20132.370.33
April 30, 20132.450.34
April 15, 20132.250.31
March 28, 20132.220.31
March 15, 20132.20.31
February 28, 20132.250.32
February 15, 20132.270.32
January 31, 20132.320.33
January 15, 20133.070.44
December 31, 20123.060.44
December 14, 20123.470.50
November 30, 20123.670.52
November 15, 20123.470.50
October 31, 20123.490.50
October 15, 20123.590.51
September 28, 20123.820.55
September 14, 20124.330.62
August 31, 20124.350.62
August 15, 20124.50.64
July 31, 20124.740.68
July 13, 20124.910.70
June 29, 20125.30.76
June 15, 20125.210.74
May 31, 20125.170.74
May 15, 20124.880.70
April 30, 20124.640.66
April 13, 20124.360.62
March 30, 20124.160.59
March 15, 20124.330.62
February 29, 20124.140.60
February 15, 20124.210.61
January 31, 20124.470.65
January 13, 20124.60.67
December 30, 20114.730.69
December 15, 20114.850.70
November 30, 20115.330.77
November 15, 20115.20.75
October 31, 20115.40.78
October 14, 20115.80.84
September 30, 20116.010.87
September 15, 20115.790.84
August 31, 20115.310.77
August 15, 20115.070.74
July 29, 20114.920.71
July 15, 20115.090.74
June 30, 20115.230.76
June 15, 20114.490.65
May 31, 20114.260.62
May 13, 20114.070.59
April 29, 20113.940.57
April 15, 20113.250.47
March 31, 20113.330.48
March 15, 20113.020.44
February 28, 20114.150.41
February 15, 20113.990.40
January 31, 20113.250.32
January 14, 20113.120.31
December 31, 20103.060.31
December 15, 20103.330.33
November 30, 20102.950.29
November 15, 20102.970.30
October 29, 20103.270.33
October 15, 20103.740.37
September 30, 20103.880.39
September 15, 20103.720.37
August 31, 20103.860.39
August 13, 20103.310.33
July 30, 20103.480.35
July 15, 20103.480.35
June 30, 20103.880.39
June 15, 20103.040.30
May 28, 20103.190.32
May 14, 20103.160.32
April 30, 201030.30
April 15, 20102.910.29
March 31, 20102.950.29
March 15, 20102.720.27

Institutional Ownership History (%)

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

Date Institutional Ownership (%)Institutional Ownership (Shares in Mil)
June 30, 201742.7912.81
March 31, 201773.3521.96
December 31, 201670.1821.10
September 30, 201672.221.62
June 30, 201672.0521.61
March 31, 201672.0721.59
December 31, 201573.4622.02
September 30, 201570.6221.17
June 30, 201566.9420.05
March 31, 201565.4719.80
December 31, 201475.0122.69
September 30, 201466.7320.19
June 30, 201466.820.18
March 31, 201468.0311.03
December 31, 201369.4311.25
September 30, 201357.939.39
June 30, 201364.619.83
March 31, 201365.549.93
December 31, 201276.911.63
September 30, 201271.6210.86
June 30, 201267.7310.26
March 31, 201267.210.42
December 31, 201176.1611.77
September 30, 201171.211.10
June 30, 201168.7710.76
March 31, 201169.6410.90
December 31, 201070.7911.02
September 30, 201058.846.55
June 30, 201057.676.41
March 31, 201056.316.24
December 31, 200963.487.02
September 30, 200951.855.73
June 30, 200924.091.60
March 31, 200924.981.67
December 31, 200818.321.23
September 30, 200818.321.23
June 30, 200817.71.18
March 31, 200817.491.17
December 31, 200716.031.06
September 30, 200714.050.94
June 30, 200715.461.03
March 31, 200717.521.15
December 31, 200614.860.98
September 30, 200615.10.95
June 30, 200614.410.95
March 31, 200615.340.96
December 31, 200513.940.87
September 30, 200512.970.81
June 30, 200512.930.77
March 31, 200513.310.80
December 31, 200412.530.75
September 30, 200412.890.77
June 30, 200412.680.75
March 31, 200415.570.95
December 31, 200322.051.38
September 30, 200320.211.28
June 30, 200319.671.26
March 31, 200316.621.11
December 31, 200217.081.17
September 30, 200216.861.17
June 30, 200216.11.18
March 31, 200215.371.16
December 31, 200114.651.10
September 30, 200115.511.20
June 30, 200116.821.34
March 31, 200114.241.14
December 31, 200011.760.97
September 30, 200011.791.01
June 30, 200010.980.98
March 31, 200080.76

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 (%)Insider Ownership (Shares in Mil)
June 30, 20175.861.75
May 31, 20175.861.75
April 30, 20175.891.76
March 31, 20175.921.77
February 28, 20175.831.75
January 31, 20175.841.75
December 31, 20165.841.75
November 30, 20165.851.75
October 31, 20165.841.75
September 30, 20165.841.75
August 31, 20165.891.77
July 31, 20165.891.77
June 30, 20165.851.75
May 31, 20165.771.73
April 30, 20165.781.73
March 31, 20165.781.73
February 29, 20165.781.73
January 31, 20165.711.71
December 31, 20155.781.73
November 30, 20155.721.71
October 31, 20155.721.71
September 30, 20155.71.71
August 31, 20155.651.71
July 31, 20155.651.71
June 30, 20155.651.71
May 31, 20155.621.70
April 30, 20155.621.70
March 31, 20155.571.68
February 28, 20155.571.68
January 31, 20155.451.65
December 31, 20144.731.43
November 30, 20145.461.65
October 31, 20145.461.65
September 30, 20145.441.65
August 31, 20145.441.65
July 31, 201410.181.65
June 30, 20149.051.47
May 31, 20149.071.47
March 31, 20149.141.43
February 28, 20149.131.43
January 31, 20149.141.43
December 31, 20139.141.43
November 30, 20139.11.42
October 31, 20139.11.42
September 30, 20139.111.43
August 31, 20139.141.43
July 31, 20139.161.43
June 30, 20138.551.34
May 31, 20138.31.30
April 30, 20138.311.30
March 31, 20138.311.30
January 31, 20138.291.30
November 30, 20128.341.31
October 31, 20128.381.31
September 30, 20128.381.31
August 31, 20128.291.30
July 31, 20128.291.30
June 30, 20128.281.30
May 31, 20128.131.27
April 30, 20128.131.27
March 31, 20128.131.27
February 29, 20128.131.27
January 31, 20128.171.28
December 31, 20118.171.28
November 30, 20118.21.28
October 31, 20118.181.28
September 30, 20118.21.28
August 31, 20118.181.28
July 31, 20118.171.28
June 30, 20118.171.28
May 31, 20118.171.28
April 30, 20118.211.28
March 31, 20118.211.28
February 28, 201111.661.30
January 31, 201111.451.28
December 31, 201011.451.28
November 30, 201011.181.25
October 31, 201011.31.26
September 30, 201011.331.26
August 31, 201011.221.25
July 31, 201011.221.25
June 30, 201011.261.25
May 31, 201011.261.25
April 30, 201011.371.26
March 31, 201011.391.26
February 28, 201011.361.26
January 31, 201011.641.29
December 31, 200911.641.29
November 30, 200911.841.31
October 31, 200911.841.31
September 30, 200911.841.31
August 31, 200919.211.29
July 31, 200919.211.29
June 30, 200919.211.29
May 31, 200919.271.29
April 30, 200919.351.30
March 31, 200919.371.30
February 28, 200919.291.29
January 31, 200919.281.29
December 31, 200819.281.29
November 30, 200819.281.29
October 31, 200819.281.29
September 30, 200819.271.29
August 31, 200819.271.29
July 31, 200819.271.29
June 30, 200819.361.29
May 31, 200819.361.29
April 30, 200818.441.23
March 31, 200818.391.23
February 29, 200818.471.24
January 31, 200818.61.23
December 31, 200718.351.22
November 30, 200718.291.21
October 31, 200720.531.36
September 30, 200720.531.36
August 31, 200720.541.36
July 31, 200720.511.36
June 30, 200720.461.36
May 31, 200720.531.35
April 30, 200720.531.35
March 31, 200720.471.35
February 28, 200719.871.31
January 31, 200720.11.32
December 31, 200620.951.38
November 30, 200620.111.32
October 31, 200620.031.32
September 30, 200620.051.32
June 30, 200621.351.35
May 31, 200621.351.35
April 30, 200621.681.37
March 31, 200621.621.37
February 28, 200621.651.37
January 31, 200622.21.39
December 31, 200520.841.30
November 30, 200519.841.25
October 31, 200519.841.25
September 30, 200519.871.25
August 31, 200520.041.32
July 31, 200520.051.25
June 30, 200521.451.34
May 31, 200521.341.34
April 30, 200521.341.34
March 31, 200521.31.34
February 28, 200521.781.37
January 31, 200520.611.29
December 31, 200420.781.30
November 30, 200420.441.28
October 31, 200420.661.29
September 30, 200420.841.29
August 31, 200420.321.26
July 31, 200420.321.26
June 30, 200419.861.26
May 31, 200419.861.26
April 30, 200419.871.26
March 31, 200418.661.25
February 29, 200418.611.24

Top Direct Holders

HolderPositionShares% of Shares
Outstanding
Report Date
Donald V. RhodesN/A294,4350.98%2013-10-17
Brian L. VanceDirector168,8420.56%2016-03-10
Daryl D. JensenN/A134,3100.45%2014-04-01
Lynn M. BruntonN/A123,3720.41%2006-05-18
Philip S. WeigandN/A116,0890.39%2013-03-20
David H. BrownN/A98,0680.33%2016-06-21
James P. SennaN/A84,6250.28%2007-07-13
Jay T. LienN/A68,6630.23%2014-12-31
Anthony B. PickeringN/A59,0850.2%2016-12-12
Melvin R. LewisN/A52,4780.18%2005-07-26

Top Fund Holders

HolderSharesReport Date% of Shares
Outstanding
% of Total
Assets Managed
Market Value($1000)
NWQ Investment Management Co LLC Premium1,912,5952016-12-316.380.6749,249
State Street Corp   Premium Plus576,0512016-12-311.92N/A14,832
Dimensional Fund Advisors, Inc.   Premium Plus1,405,2952016-12-314.690.0236,187
Heartland Advisors Inc   Premium Plus478,0002016-12-311.600.6812,309
Schroder Investment Management North America Inc.   Premium Plus616,9312016-09-302.060.0911,074
Investment Counselors Of Maryland LLC   Premium Plus917,1202016-12-313.061.2523,616
Thomson Horstmann & Bryant Inc   Premium Plus488,8402016-12-311.631.5612,587
Private Management Group Inc   Premium Plus467,0542016-09-301.560.528,384
Vanguard Group Inc   Premium Plus1,145,1492016-12-313.82N/A29,488
BlackRock Fund Advisors   Premium Plus970,6362016-12-313.24N/A24,994
Northern Trust Investments N A   Premium Plus532,5912016-12-311.78N/A13,714
Banc Funds Co LLC   Premium Plus964,7312016-12-313.221.0524,842
Goldman Sachs Asset Management LP   Premium Plus949,8802016-12-313.170.0224,459
Manufacturers Life Insurance Co   Premium Plus711,7122016-12-312.380.0318,327
Woodmen of World Life Insurance Soc643,8082015-12-312.150.1512,129
Goldman Sachs Small Cap Value629,2952016-12-312.100.2416,204
Vanguard Total Stock Mkt Idx605,3282017-02-282.02N/A15,133
iShares Russell 2000 (AU)563,4172017-03-141.790.0413,409
John Hancock Advisers, LLC543,7752017-01-311.820.1313,846
Heartland Value Fund478,0002016-12-311.601.4612,309

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