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HERITAGE FINL CORP WASH COM
HERITAGE FINL CORP WASH COM. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 132 Institutional holders with a total value of $533,171,288.
#
Manager Name
Shares
Value ($)
%
Options
Notes
101 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 9,360 231,660 0.04%
102 PANAGORA ASSET MANAGEMENT INC 9,155 227,000 0.04%
103 TFS CAPITAL LLC 8,465 210,000 0.04%
104 Parkwood LLC 8,253 204,000 0.04%
105 Independent Portfolio Consultants, Inc. 7,360 182,000 0.03%
106 Legal & General Group Plc 7,072 175,000 0.03%
107 CANADA LIFE ASSURANCE Co 4,962 123,000 0.02%
108 UBS Group AG 4,688 117,000 0.02%
109 FIRST INTERSTATE BANK 4,280 106,000 0.02%
110 ENVESTNET ASSET MANAGEMENT INC 4,156 103,000 0.02%
111 MUFG Americas Holdings Corp 3,907 97,000 0.02%
112 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 2,600 64,000 0.01%
113 ACROSPIRE INVESTMENT MANAGEMENT LLC 2,513 62,000 0.01%
114 Ameritas Investment Partners, Inc. 2,334 58,000 0.01%
115 Vantage Investment Advisors, LLC 2,125 53,000 0.01%
116 PRELUDE CAPITAL MANAGEMENT, LLC 2,000 50,000 0.01%
117 Zurcher Kantonalbank (Zurich Cantonalbank) 1,224 30,000 0.01%
118 Tower Research Capital LLC (TRC) 737 18,000 0.00%
119 Tradewinds Capital Management, LLC 681 17,000 0.00%
120 BARCLAYS PLC 580 14,000 0.00%
121 ADVISOR GROUP, INC. 478 12,000 0.00%
122 US BANCORP \DE\ 284 7,000 0.00%
123 LOOMIS SAYLES & CO L P 265 7,000 0.00%
124 FEDERATED HERMES, INC. 280 7,000 0.00%
125 NISA INVESTMENT ADVISORS, LLC 200 5,000 0.00%
126 BNP PARIBAS FINANCIAL MARKETS 187 4,628 0.00%
127 MEEDER ASSET MANAGEMENT INC 137 3,000 0.00%
128 First Horizon Advisors, Inc. 121 3,000 0.00%
129 FIFTH THIRD BANCORP 88 2,000 0.00%
130 PNC FINANCIAL SERVICES GROUP, INC. 88 2,000 0.00%
131 North Star Investment Management Corp. 45 1,000 0.00%
132 Creative Planning 10 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.