Guru Ownership Trend
Guru Analysis for Heritage Financial Corporation (HFWA)
Heritage Financial Corporation (HFWA), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $17.07 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.67 M net outflow during the quarter.
On the selling side, Chuck Royce reduced exposure by 32.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Heritage Financial Corporation (HFWA)
Major holders include HOTCHKIS & WILEY ($7.84 M), Cliff Asness ($3.94 M), Renaissance Technologies (RenTech) ($3.92 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 585,496 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.67 M, with 0 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited HFWA. The total reported sell value was $3.67 M.
No tracked managers opened new positions or increased their holdings in HFWA during the most recent reporting period.