HERITAGE FINL CORP WASH's ticker is HFWA and the CUSIP is 42722X106. A total of 163 filers reported holding HERITAGE FINL CORP WASH in Q2 2023. The put-call ratio across all filers is 2.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,024,032 | -6.9% | 56,796 | +0.1% | 0.25% | +2.1% |
| Q1 2024 | $1,099,840 | -15.2% | 56,722 | -6.4% | 0.24% | -8.4% |
| Q4 2023 | $1,296,833 | +67.5% | 60,628 | +27.7% | 0.26% | +46.1% |
| Q3 2023 | $774,122 | +36.4% | 47,463 | +35.2% | 0.18% | +39.5% |
| Q2 2023 | $567,616 | -33.8% | 35,103 | +20.9% | 0.13% | -46.9% |
| Q3 2017 | $857,000 | +12.5% | 29,039 | +1.0% | 0.24% | +8.5% |
| Q2 2017 | $762,000 | +4.8% | 28,749 | -2.1% | 0.22% | +8.2% |
| Q1 2017 | $727,000 | +24.9% | 29,369 | +30.0% | 0.21% | -1.0% |
| Q4 2016 | $582,000 | +46.2% | 22,589 | +1.9% | 0.21% | +27.4% |
| Q3 2016 | $398,000 | +1.5% | 22,159 | -0.6% | 0.16% | -7.3% |
| Q2 2016 | $392,000 | +0.3% | 22,289 | +0.3% | 0.18% | +1.1% |
| Q1 2016 | $391,000 | -6.2% | 22,229 | +0.4% | 0.18% | -6.4% |
| Q4 2015 | $417,000 | 0.0% | 22,149 | 0.0% | 0.19% | -8.8% |
| Q3 2015 | $417,000 | -7.7% | 22,149 | -12.5% | 0.20% | +9.0% |
| Q2 2015 | $452,000 | -6.0% | 25,313 | -10.6% | 0.19% | -1.6% |
| Q1 2015 | $481,000 | -1.2% | 28,313 | +2.0% | 0.19% | -7.3% |
| Q4 2014 | $487,000 | +12.0% | 27,753 | +1.1% | 0.21% | -8.0% |
| Q3 2014 | $435,000 | +51.6% | 27,453 | +53.7% | 0.22% | +14.3% |
| Q2 2014 | $287,000 | – | 17,867 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forest Hill Capital, LLC | 389,117 | $11,985,000 | 3.39% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 98,514 | $3,034,000 | 2.73% |
| Stieven Capital Advisors, L.P. | 425,456 | $13,104,000 | 2.31% |
| THB ASSET MANAGEMENT | 466,560 | $14,370,000 | 1.89% |
| AlphaOne Investment Services, LLC | 176,863 | $5,447,000 | 1.64% |
| JACOBS ASSET MANAGEMENT, LLC | 440,000 | $13,552,000 | 1.28% |
| INVESTMENT COUNSELORS OF MARYLAND LLC | 660,920 | $20,356,000 | 1.01% |
| Rosenthal {-} Henry Capital Advisors, Inc. | 38,000 | $1,170,000 | 0.92% |
| HEARTLAND ADVISORS INC | 400,000 | $12,320,000 | 0.79% |
| MARTIN & CO INC /TN/ | 64,879 | $1,998,000 | 0.63% |