HERITAGE FINANCIAL CORP /WA/ (HFWA) Stock
3 of the hedge funds AlphaScala tracks reported HFWA in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Renaissance Technologies's at $3.92M. Company insiders reported 0 open-market buys and 6 sales on SEC Form 4 in the 90 days to Oct 21, 2026.
Which hedge funds own HFWA?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Renaissance Technologies Jim Simons (founder) | 132K | $3.92M | -30% |
| Millennium Management Israel Englander | 24K | $711.6K | NEW |
| D.E. Shaw David Shaw | 23K | $692.3K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are HERITAGE FINANCIAL CORP /WA/ insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 26 | Rivera Frederick B | Director | SELL | 1.3K | $37K |
| Sep 3, 26 | Charneski Brian | Director | SELL | 13.7K | $399K |
| Aug 13, 26 | Ray Matthew T. | EVP Chief Lending Officer | SELL | 3.7K | $111K |
| Aug 5, 26 | Chalfant Tony | EVP Chief Credit Officer | SELL | 3.2K | $97K |
| Aug 5, 26 | Lyon Jeffrey S | Director | SELL | 10.0K | $300K |
| Jul 30, 26 | Wilson Kelli Ann | EVP Chief Banking Officer | SELL | 3.8K | $112K |
SEC Form 4 filings as of Oct 21, 2026
See cluster-buy signals across all tickers →HFWA price chart
Powered by TradingViewWhat does HERITAGE FINANCIAL CORP /WA/ do?
Heritage Financial Corp. is a banking institution engaged in providing a broad array of financial services primarily to small and medium-sized businesses and individuals. As a cornerstone of community banking, the corporation operates through its network of branches, offering traditional banking products such as loans, deposit accounts, and mortgages. Heritage Financial Corp. is notable for its focus on relationship-driven services, aiming to foster long-term customer loyalty by understanding and addressing the specific needs of its clientele. The institution's operations significantly impact the local economies where it is active, supporting economic growth through business lending and personal financial solutions. In the financial market, Heritage Financial Corp. plays a crucial role by maintaining sound banking practices, thereby ensuring stability and earning confidence from its stakeholders. Its strategic initiatives are often centered around technological advancements and community investment, seeking to balance profitability with societal contributions.