HFWA
Heritage Financial Corporation · Financial Services · Banks - Regional
Señales de momentum (gestores comparables):
amplitud de titulares +14.3% ·
flujo de acciones +2.3% ·
nuevas posiciones netas +12.5%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +4 | 27.76M | $818.00M | +7 | −3 |
| Q1 2026 | 73 | 0 | 27.20M | $704.65M | +5 | −5 |
| Q4 2025 | 73 | -1 | 25.16M | $594.98M | — | −1 |
| Q3 2025 | 16 | +2 | 11.73M | $283.71M | +2 | — |
| Q2 2025 | 11 | -1 | 10.91M | $260.06M | — | −1 |
| Q1 2025 | 9 | -2 | 3.62M | $88.00M | — | −2 |
| Q4 2024 | 11 | 0 | 3.68M | $90.10M | +1 | −1 |
| Q3 2024 | 10 | 0 | 2.05M | $44.57M | — | — |
| Q2 2024 | 10 | — | 2.20M | $39.72M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.73M | -3.4% | $114.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 2.37M | -2.2% | $57.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (pasivo) | 1.52M | -3.9% | $36.88M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 838.43K | +1.3% | $20.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 838.43K | +1.3% | $20.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 502.87K | -0.3% | $12.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 20 | Wellington Management ✦ | 463.40K | Nuevo | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wellington Management ✦ | 463.40K | Nuevo | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 22 | Wellington Management ✦ | 463.40K | Nuevo | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 348.53K | — | $8.43M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 285.83K | -11.1% | $6.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 256.57K | +40.2% | $6.21M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 136.73K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 136.73K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 128.97K | +12.5% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 73.99K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 39.61K | +14.6% | $959,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Millennium Management ✦ | 15.70K | +7.2% | $379,783 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 49 | Citadel Advisors ✦ | 12.54K | Nuevo | $303,343 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 12.54K | Nuevo | $303,343 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 6.53K | +9.8% | $158,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 6.53K | +9.8% | $158,018 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Wellington Management | $11.21M | 0.0% |
| Wellington Management | $11.21M | 0.0% |
| Wellington Management | $11.21M | 0.0% |
| Citadel Advisors | $303,343 | 0.0% |
| Citadel Advisors | $303,343 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 183 tenedores, 32.78M acciones, $835.38M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 3.69K acc. · $111,129
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología