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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $21.4 M.
Top institutional holders include HOTCHKIS & WILEY and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.2 M net outflow during the quarter.
On the selling side, Chuck Royce reduced exposure by 35.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Heritage Financial Corporation (HFWA)
Major holders include HOTCHKIS & WILEY ($7.02 M), Renaissance Technologies (RenTech) ($4.9 M), Cliff Asness ($4.39 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 709,512 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.2 M, with 0 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited HFWA. The total reported sell value was $4.2 M.
No tracked managers opened new positions or increased their holdings in HFWA during the most recent reporting period.