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Heritage Financial
HFWA

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Castine Capital Management
Massachusetts
$5.15M +$4.28M +200,000 New
BCM
27
BHZ Capital Management
California
$5M +$25.7K +1,200 +0.6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.69M +$607K +28,393 +18%
AIS
29
AlphaOne Investment Services
Pennsylvania
$4.56M -$601K -28,100 -14%
Boston Partners
30
Boston Partners
Massachusetts
$4.56M +$102K +4,750 +3%
MAM
31
Martingale Asset Management
Massachusetts
$4.52M +$842K +39,390 +29%
Bank of America
32
Bank of America
North Carolina
$4.41M -$126K -5,894 -3%
TCIM
33
TIAA CREF Investment Management
New York
$4.33M -$43K -2,013 -1%
Ameriprise
34
Ameriprise
Minnesota
$4.07M +$254K +11,875 +8%
LSV Asset Management
35
LSV Asset Management
Illinois
$3.92M +$507K +23,707 +18%
MOACM
36
Mutual of America Capital Management
New York
$3.7M -$15.3K -716 -0.5%
BCM
37
Bridgeway Capital Management
Texas
$3.35M – – –
Renaissance Technologies
38
Renaissance Technologies
New York
$3.31M -$182K -8,500 -6%
BIM
39
BlackRock Investment Management
Delaware
$3.3M -$33.1K -1,546 -1%
CCMLC
40
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.03M -$174K -8,130 -6%
Wells Fargo
41
Wells Fargo
California
$2.96M -$160K -7,480 -6%
Stifel Financial
42
Stifel Financial
Missouri
$2.92M -$29.7K -1,389 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.76M +$771K +36,037 +51%
EMFAT
44
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.66M – – –
TA
45
Teachers Advisors
New York
$2.52M +$462K +21,624 +28%
Charles Schwab
46
Charles Schwab
California
$2.49M +$98.8K +4,620 +5%
RHJA
47
Rice Hall James & Associates
California
$2.39M +$1.99M +92,935 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$2.28M +$598K +27,979 +46%
First Trust Advisors
49
First Trust Advisors
Illinois
$2.17M +$854K +39,957 +91%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$2.12M +$696K +32,560 +65%
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