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 Form 13F filings. 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 2026Renaissance Technologies LLCSell-89,612188,341$4,896,866
Q4 2025Renaissance Technologies LLCSell-7,877277,953$6,573,588
Q3 2025Renaissance Technologies LLCSell-35,704285,830$6,914,228
Q2 2025Renaissance Technologies LLCSell-10,896321,534$7,665,371
Q1 2025Renaissance Technologies LLCBuy86,700332,430$8,088,022
Q4 2024Renaissance Technologies LLCSell-50,300245,730$6,020,385
Q3 2024Renaissance Technologies LLCSell-25,059296,030$6,444,573
Q2 2024Renaissance Technologies LLCBuy17,100321,089$5,789,235
Q1 2024Renaissance Technologies LLCBuy158,700303,989$5,894
Q4 2023Renaissance Technologies LLCSell-80,200145,289$3,108
Q3 2023Renaissance Technologies LLCBuy82,600225,489$3,678
Q3 2023Sequoia Financial AdvisorsBuy11,25611,256$183,586
Q2 2023Renaissance Technologies LLCBuy84,000142,889$2,311
Q1 2023Renaissance Technologies LLCSell-38,40058,889$1,260
Q4 2022Renaissance Technologies LLCBuy75,50097,289$2,981
Q2 2022Renaissance Technologies LLCSell-10,90021,789$548
Q1 2022Renaissance Technologies LLCSell-11,60032,689$819
Q4 2021Renaissance Technologies LLCBuy33,18944,289$1,082
Q2 2020Renaissance Technologies LLCSell-15,00011,100$222
Q1 2020Renaissance Technologies LLCSell-16,39926,100$522
Q4 2019Renaissance Technologies LLCSell-26,09042,499$1,203
Q3 2019Renaissance Technologies LLCSell-68,40068,589$1,849
Q1 2018Renaissance Technologies LLCBuy39,300136,989$4,192
Q4 2017Renaissance Technologies LLCSell-19,01197,689$3,009
Q3 2017Renaissance Technologies LLCSell-10,200116,700$3,443
Q2 2017Renaissance Technologies LLCBuy1,900126,900$3,363
Q1 2017Renaissance Technologies LLCSell-3,600125,000$3,094
Q4 2016Renaissance Technologies LLCSell-8,500128,600$3,311
Q3 2016Renaissance Technologies LLCSell-13,000137,100$2,461
Q2 2016Renaissance Technologies LLCSell-28,000150,100$2,639

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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