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NYSE:HRTG

Heritage Insurance - HRTG Institutional Ownership

$2.84
+0.01 (+0.35%)
(As of 08/18/2022 12:00 AM ET)
Add
Compare
Today's Range
$2.75
$2.88
50-Day Range
$2.31
$3.94
52-Week Range
$2.26
$7.37
Volume
91,430 shs
Average Volume
242,977 shs
Market Capitalization
$75.46 million
P/E Ratio
N/A
Dividend Yield
8.48%
Price Target
$7.00

Institutional Ownership Changes (13F Filings) for Heritage Insurance (NYSE:HRTG)

Current
Institutional Ownership
Percentage
59.33%
Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$12.82 M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$32.17 M
Skip Chart & View Institutional Buying and Selling Data

HRTG Institutional Buying and Selling by Quarter

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Heritage Insurance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2022Goldman Sachs Group Inc.225,575$0.60M0.0%+77.3%0.849%
8/16/2022Corton Capital Inc.12,992$34K0.0%N/A0.049%
8/16/2022Delphia USA Inc.14,189$37K0.0%N/A0.053%
8/15/2022AQR Capital Management LLC127,969$0.34M0.0%-7.5%0.482%
8/15/2022State Street Corp85,038$0.23M0.0%-81.7%0.320%
8/15/2022Citadel Advisors LLC89,707$0.24M0.0%-39.1%0.338%
8/15/2022Millennium Management LLC367,072$0.97M0.0%+74.7%1.382%
8/15/2022Atria Wealth Solutions Inc.10,801$29K0.0%N/A0.041%
8/13/2022Renaissance Technologies LLC261,799$0.69M0.0%-46.6%0.989%
8/12/2022Northern Trust Corp45,927$0.12M0.0%-79.0%0.174%
8/12/2022Keeley Teton Advisors LLC116,962$0.31M0.0%-25.9%0.440%
8/11/2022JPMorgan Chase & Co.10,499$27K0.0%-57.7%0.040%
8/10/2022Pacific Ridge Capital Partners LLC785,605$2.07M0.5%-7.7%2.968%
8/5/2022Connor Clark & Lunn Investment Management Ltd.97,679$0.26M0.0%+107.8%0.369%
7/15/2022Herold Advisors Inc.14,000$36K0.0%+133.3%0.053%
6/7/2022Bank of America Corp DE38,260$0.27M0.0%-40.2%0.145%
5/18/2022BNP Paribas Arbitrage SA9,948$71K0.0%-99.3%0.038%
5/17/2022Royal Bank of Canada28,057$0.20M0.0%-59.6%0.106%
5/17/2022Guggenheim Capital LLC299,261$2.14M0.0%-14.8%1.131%
5/16/2022California State Teachers Retirement System11,215$80K0.0%-24.0%0.042%
5/16/2022Goldman Sachs Group Inc.127,254$0.91M0.0%+24.3%0.481%
5/16/2022Engineers Gate Manager LP68,075$0.49M0.0%+119.2%0.257%
5/16/2022Invesco Ltd.88,098$0.63M0.0%+50.6%0.333%
5/13/2022Renaissance Technologies LLC490,447$3.50M0.0%+7.0%1.853%
5/13/2022Northern Trust Corp218,405$1.56M0.0%-4.7%0.825%
5/13/2022Charles Schwab Investment Management Inc.74,430$0.53M0.0%+14.7%0.281%
5/13/2022Arrowstreet Capital Limited Partnership38,863$0.28M0.0%-78.6%0.147%
5/13/2022XTX Topco Ltd20,530$0.15M0.1%N/A0.078%
5/13/2022Vanguard Group Inc.1,007,731$7.20M0.0%-18.7%3.807%
5/13/2022Dimensional Fund Advisors LP1,326,983$9.47M0.0%+4.0%5.013%
5/12/2022LSV Asset Management468,290$3.34M0.0%-0.8%1.769%
5/12/2022BlackRock Inc.2,505,233$17.89M0.0%+3.4%9.464%
5/12/2022Rhumbline Advisers31,540$0.23M0.0%-10.3%0.119%
5/12/2022Panagora Asset Management Inc.136,909$0.98M0.0%+38.0%0.517%
5/12/2022Connor Clark & Lunn Investment Management Ltd.47,013$0.34M0.0%+55.9%0.178%
5/11/2022Pacific Ridge Capital Partners LLC851,318$6.08M1.2%+2.0%3.216%
5/11/2022JPMorgan Chase & Co.24,810$0.18M0.0%-28.1%0.094%
5/11/2022McIlrath & Eck LLC6,000$43K0.0%N/A0.023%
5/10/2022Boston Partners376,164$2.69M0.0%+19.2%1.421%
5/9/2022Herold Advisors Inc.6,000$43K0.0%N/A0.023%
5/9/2022Avantax Planning Partners Inc.100,707$0.72M0.0%+13.5%0.380%
5/6/2022Acuitas Investments LLC830,310$5.93M5.6%+76.0%3.137%
5/5/2022Royce & Associates LP159,610$1.14M0.0%-56.5%0.603%
5/5/2022Russell Investments Group Ltd.43,492$0.31M0.0%-16.4%0.164%
4/28/2022Belpointe Asset Management LLC47,304$0.34M0.0%+100.2%0.176%
4/21/2022First Quadrant LLC CA6,121$44K0.2%N/A0.023%
2/15/2022Kennedy Capital Management Inc.228,231$1.34M0.0%-37.5%0.819%
2/14/2022PDT Partners LLC11,906$70K0.0%N/A0.043%
2/14/2022Guggenheim Capital LLC351,263$2.07M0.0%-29.1%1.260%
2/10/2022Panagora Asset Management Inc.99,237$0.58M0.0%-7.4%0.356%
2/10/2022Pacific Ridge Capital Partners LLC834,956$4.91M0.9%+15.5%2.995%
2/10/2022Connor Clark & Lunn Investment Management Ltd.30,155$0.18M0.0%+12.3%0.108%
2/9/2022Dimensional Fund Advisors LP1,276,551$7.51M0.0%-5.7%4.579%
2/9/2022Keebeck Alpha LP11,682$69K0.0%N/A0.042%
2/8/2022Acuitas Investments LLC471,707$2.77M1.2%+59.2%1.692%
2/8/2022Northern Trust Corp229,136$1.35M0.0%-9.8%0.822%
2/7/2022Victory Capital Management Inc.145,900$0.86M0.0%-45.7%0.523%
2/7/2022SG Americas Securities LLC12,011$71K0.0%-40.3%0.043%
2/7/2022Royce & Associates LP367,103$2.16M0.0%-19.7%1.317%
2/4/2022IndexIQ Advisors LLC38,114$0.22M0.0%-6.1%0.137%
2/2/2022New York State Common Retirement Fund7,995$47K0.0%-85.6%0.029%
1/28/2022Allspring Global Investments Holdings LLC10,750$63K0.0%N/A0.039%
1/28/2022LSV Asset Management472,190$2.78M0.0%-4.4%1.694%
1/21/2022Russell Investments Group Ltd.52,038$0.31M0.0%-14.8%0.187%
11/16/2021Phocas Financial Corp.416,364$2.84M0.4%-9.7%1.493%
11/16/2021Squarepoint Ops LLC19,813$0.14M0.0%-53.6%0.071%
11/16/2021Two Sigma Advisers LP236,600$1.61M0.0%+9.3%0.849%
11/16/2021Two Sigma Investments LP207,809$1.42M0.0%+3.0%0.745%
11/15/2021Point72 Hong Kong Ltd3,910$27K0.0%N/A0.014%
11/15/2021Marshall Wace LLP74,765$0.51M0.0%+311.2%0.268%
11/15/2021Putnam Investments LLC274,358$1.87M0.0%+27.7%0.984%
11/15/2021Dimensional Fund Advisors LP1,353,066$9.21M0.0%-8.5%4.853%
11/15/2021GSA Capital Partners LLP60,310$0.41M0.0%+8.6%0.216%
11/12/2021Trexquant Investment LP27,855$0.19M0.0%+51.6%0.100%
11/12/2021Renaissance Technologies LLC310,731$2.12M0.0%-15.1%1.115%
11/12/2021Jump Financial LLC10,313$70K0.0%N/A0.037%
11/12/2021Hsbc Holdings PLC21,621$0.15M0.0%-20.9%0.077%
11/12/2021Brandywine Global Investment Management LLC267,328$1.82M0.0%-0.9%0.955%
11/12/2021Credit Suisse AG20,589$0.14M0.0%+8.3%0.074%
11/12/2021Arrowstreet Capital Limited Partnership77,820$0.53M0.0%+16.9%0.278%
11/12/2021Geode Capital Management LLC386,681$2.63M0.0%-7.9%1.381%
11/12/2021Keeley Teton Advisors LLC137,710$0.94M0.1%+104.5%0.492%
11/12/2021Connor Clark & Lunn Investment Management Ltd.26,851$0.18M0.0%N/A0.096%
11/10/2021Goldman Sachs Group Inc.94,793$0.65M0.0%+12.3%0.338%
11/10/2021IndexIQ Advisors LLC40,577$0.28M0.0%+11.1%0.145%
11/10/2021Alliancebernstein L.P.12,375$84K0.0%-12.7%0.044%
11/9/2021Barclays PLC65,033$0.44M0.0%+19.7%0.232%
11/9/2021BlackRock Inc.2,566,357$17.48M0.0%+0.3%9.163%
11/8/2021Russell Investments Group Ltd.61,082$0.42M0.0%-94.0%0.218%
11/8/2021Los Angeles Capital Management LLC52,420$0.36M0.0%+43.5%0.187%
11/5/2021Advisory Services Network LLC22,679$0.15M0.0%+8.2%0.081%
11/5/2021Boston Partners316,721$2.16M0.0%-7.6%1.131%
11/4/2021LSV Asset Management494,008$3.36M0.0%-5.8%1.764%
11/3/2021Herold Advisors Inc.5,000$34K0.0%N/A0.018%
11/3/2021Brookstone Capital Management29,777$0.21M0.0%N/A0.106%
11/2/2021New York State Common Retirement Fund55,416$0.38M0.0%-28.3%0.198%
11/2/2021Victory Capital Management Inc.268,823$1.83M0.0%+27.0%0.960%
11/1/2021SG Americas Securities LLC20,134$0.14M0.0%N/A0.072%
10/27/2021Acuitas Investments LLC296,281$2.02M0.9%-18.0%1.058%
10/18/2021Raymond James Trust N.A.29,000$0.20M0.0%+13.7%0.104%
(Data available from 1/1/2016 forward)













HRTG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRTG shares?

During the previous two years, 116 institutional investors and hedge funds held shares of Heritage Insurance. The most heavily invested institutionals were BlackRock Inc. ($17.89M), Dimensional Fund Advisors LP ($9.47M), Vanguard Group Inc. ($7.20M), Ameriprise Financial Inc. ($6.95M), Spotlight Asset Group Inc. ($6.60M), Acuitas Investments LLC ($5.93M), and MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income ($5.87M).Learn more on HRTG's institutional investors.

What percentage of Heritage Insurance stock is owned by institutional investors?

59.33% of Heritage Insurance stock is owned by institutional investors. Learn more on HRTG's institutional investor holdings.

Which institutional investors have been buying Heritage Insurance stock?

Of the 97 institutional investors that purchased Heritage Insurance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Acuitas Investments LLC ($3.79M), Boston Partners ($0.56M), Spotlight Asset Group Inc. ($0.55M), BlackRock Inc. ($0.46M), Pacific Ridge Capital Partners LLC ($0.33M), Arrowstreet Capital Limited Partnership ($0.26M), and Royce & Associates LP ($0.20M).

How much institutional buying is happening at Heritage Insurance?

Institutional investors have bought a total of 9,327,226 shares in the last 24 months. This purchase volume represents approximately $82.85M in transactions.

Which Heritage Insurance major shareholders have been selling company stock?

Of the 59 institutional investors that sold Heritage Insurance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BNP Paribas Arbitrage SA ($1.51M), Russell Investments Group Ltd. ($0.97M), Vanguard Group Inc. ($0.40M), State Street Corp ($0.40M), Renaissance Technologies LLC ($0.40M), Royce & Associates LP ($0.38M), and Dimensional Fund Advisors LP ($0.32M).

How much institutional selling is happening at Heritage Insurance?

Institutional investors have sold a total of 7,169,626 shares in the last 24 months. This volume of shares sold represents approximately $50.63M in transactions.

This page (NYSE:HRTG) was last updated on 8/18/2022 by MarketBeat.com Staff

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