HERITAGE FINANCIAL CORP (HFWA) Institutional Ownership Changes & 13F Activity

HERITAGE FINANCIAL CORP (HFWA) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Sequoia Financial Advisors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2016Renaissance Technologies LLCBuy30,400178,100$3,129
Q4 2015Renaissance Technologies LLCBuy52,700147,700$2,783
Q3 2015Renaissance Technologies LLCBuy33,90095,000$1,788
Q2 2015Renaissance Technologies LLCBuy12,91161,100$1,092
Q1 2015Renaissance Technologies LLCBuy17,58948,189$819
Q4 2014Renaissance Technologies LLCSell-83,78930,600$537
Q3 2014Renaissance Technologies LLCBuy29,795114,389$1,812
Q2 2014Renaissance Technologies LLCBuy57,09684,594$1,361
Q1 2014Renaissance Technologies LLCSell-7,80227,498$465
Q4 2013Renaissance Technologies LLCBuy14,30035,300$604
Q3 2013Renaissance Technologies LLCBuy3,00021,000$326
Q2 2013Renaissance Technologies LLCBuy18,00018,000$264

Frequently asked questions about HFWA activity

  • Which institutional owners are buying HFWA?

    Institutional owners buying HFWA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HFWA activity?

    "Buy" means an investor increased their reported position in HFWA compared to the prior reporting period. This reflects growing exposure to HERITAGE FINANCIAL CORP (HFWA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HFWA increasing?

    Institutional interest in HFWA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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