Ticker · CUSIP 42722X106

HFWA

HERITAGE FINL CORP WASH
···Share
Holders (tracked)
7
Combined shares
971,207
Combined value
$22.97M
Last close
$27.49
Quarter
2025Q4
Price · 1Y$27.49+6.52 (+31.06%)H $28.38 · L $20.97 · Avg Vol 217K
$22.00$24.00$26.00$28.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
Flat over the last 8 quarters.
792024Q12025Q4
Price is +16.2% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

15 events
  1. +86,017 shares · 2025Q4
    Position
  2. +12,925 shares · 2025Q4
    Position
  3. −15,700 shares · 2025Q4
    Position
  4. +3,638 shares · 2025Q4
    Position
  5. −366,366 shares · 2025Q4
    Position
  6. +13,762 shares · 2025Q4
    Position
  7. +42,185 shares · 2025Q4
    Position
  8. −7,877 shares · 2025Q4
    Position
  9. −33,964 shares · 2025Q3
    Position
  10. +73,586 shares · 2025Q3
    Position
  11. +5,039 shares · 2025Q3
    Position
  12. +463,401 shares · 2025Q3
    Position
  13. +14,320 shares · 2025Q3
    Position
  14. +1,052 shares · 2025Q3
    Position
  15. −35,704 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of HFWA…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
AQR Capital Management2016Q1$19.87+38.3%$4.7M
Renaissance Technologies2016Q1$20.71+32.8%$7.6M
Two Sigma Investments2016Q1$22.18+23.9%$7.4M
Ken Griffin (Citadel Advisors)2016Q3$23.67+16.1%$2.7M
Paul Tudor Jones (Tudor Investment)2019Q2$24.05+14.3%$378K
T. Rowe Price2017Q2$24.37+12.8%$1.2M
Wellington Management2016Q1$25.28+8.7%$2.7M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.
New positions1
Trimmed2

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
8
$160.0M
2022Q2
9
$160.3M
2022Q3
8
$172.3M
2022Q4
12
$195.7M
2023Q1
11
$140.4M
2023Q2
12
$96.0M
2023Q3
11
$98.8M
2023Q4
11
$127.2M
2024Q1
9
$117.3M
2024Q2
11
$110.3M
2024Q3
10
$18.7M
2024Q4
10
$19.4M
2025Q1
9
$20.0M
2025Q2
7
$17.4M
2025Q3
7
$29.1M
2025Q4
7
$23.0M

Who owns HFWA

7 super-investors · 2025Q4
Tracked stake
971.2K
shares
Combined value
$23M
% of shares outstanding
shares-out unknown
Quarter action mix
New1Added4Trim2
#ManagerSharesValue
1Renaissance Technologies278.0K$7M
2Two Sigma Investments269.5K$6M
3AQR Capital Management171.2K$4M
4Ken Griffin
Citadel Advisors
98.6K$2M
5Wellington Management97.0K$2M
6T. Rowe Price43.2K$1M
7Paul Tudor Jones
Tudor Investment
13.8K$325K

Recent moves

20 transactions
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