HFWA
Heritage Financial Corporation
NASDAQ Financials
29,04 $US
+0.76% today
+22.53% YTD · +27.59% 1Y
4
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
8
Hedge funds tracked
200+ 13F SEC funds, updated quarterly
16
Thematic ETFs
ARK, NANC, GOP, GURU, BUZZ, JEPI, ITA…
24h
Frequency
Daily 5AM UTC pipeline · 2-year historical DB
66
/ 100
STRONG

Kairos Score: 66/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Heritage Financial Corporation

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner o...

Key info

🎂
Founded
1927
👥
Employees
760
💰
Market cap
1 196 994 446,00 $US
📊
P/E
14.3
💸
Dividend yield
0.03%

🕴️ Insider activity (90 days)

4 transactions — including 0 buys declared by Heritage Financial Corporation executives to SEC / AMF / BaFin.

HD
Hinson Donald
EVPand Chief Financial Officer · 2026-06-09
Other
RS
Robison Sabrina C
EVP Chief HR Officer · 2026-05-01
Other
RS
Robison Sabrina C
EVP Chief HR Officer · 2026-05-01
Other

🏦 Hedge Funds

8 institutional funds report a position on HFWA in their latest SEC quarterly filing.

GEODE CAPITAL MANAGEMENT, LLC
Bank of New York Mellon Corp
Russell Investments Group, Ltd.
AMERIPRISE FINANCIAL INC
TIAA CREF INVESTMENT MANAGEMENT LLC

📰 Recent news

15 recent articles on HFWA.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Automatic detection when 3+ executives buy the same stock simultaneously — historically the most reliable signal.

🏦

13F Hedge Funds

Berkshire (Buffett), Pershing Square (Ackman), Tiger Global, Bridgewater + 200 more. Who buys what, each quarter.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

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📧

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Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of HFWA on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 4 insider transactions over 90 days
✅ All 8 hedge funds (among 200+ tracked)
✅ 11 thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ 2-year history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + 6-quarter earnings
See full analysis →
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