Recent Quarter Total Invested
$104.00 M
Recent Quarter Institutional Ownership Percentage
48.35%
Total Invested of Last Quarter
$156.53 M
Ownership Percentage of Last Quarter
54.85%
Heritage Insurance Holdings, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.77 M | $12.53 M | 180.44% | 5.83% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.41 M | $10.02 M | 7.36% | 4.66% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/15/2024 | 1.26 M | $8.93 M | -22.04% | 4.15% |
| VANGUARD GROUP INC | 08/13/2024 | 1.26 M | $8.93 M | 15.03% | 4.15% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/15/2024 | 660,272 | $4.67 M | -3.95% | 2.17% |
| MARSHALL WACE, LLP | 08/14/2024 | 560,353 | $3.97 M | -2.93% | 1.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 533,863 | $3.78 M | 109.00% | 1.76% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 436,099 | $3.09 M | 45.71% | 1.44% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 432,732 | $3.06 M | 63.35% | 1.42% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 410,515 | $2.90 M | 226.31% | 1.35% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 382,377 | $2.71 M | 514.43% | 1.26% |
| MORGAN STANLEY | 08/14/2024 | 382,054 | $2.70 M | 27.27% | 1.26% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 318,487 | $2.25 M | 20.45% | 1.05% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 301,034 | $2.13 M | -36.83% | 0.99% |
| STATE STREET CORP | 08/14/2024 | 291,255 | $2.06 M | 144.67% | 0.96% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 264,958 | $1.88 M | -9.44% | 0.87% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 250,462 | $1.77 M | 100.00% | 0.82% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 08/12/2024 | 245,119 | $1.74 M | 15.39% | 0.81% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 232,105 | $1.64 M | 5.33% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 192,289 | $1.36 M | -65.28% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 191,629 | $1.36 M | -29.48% | 0.63% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 163,500 | $1.16 M | -25.41% | 0.54% |
| MAN GROUP PLC | 08/14/2024 | 137,958 | $976,742 | -56.73% | 0.45% |
| INVESCO LTD. | 08/13/2024 | 131,212 | $928,981 | -82.43% | 0.43% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 125,305 | $887,159 | -60.20% | 0.41% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 110,603 | $783,069 | 76.00% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 106,000 | $750,480 | 3.92% | 0.35% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 104,058 | $736,731 | 7.63% | 0.34% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 87,814 | $621,725 | 263.33% | 0.29% |
| LEGATO CAPITAL MANAGEMENT LLC | 07/26/2024 | 84,193 | $596,086 | 0.00% | 0.28% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 83,144 | $589,000 | 100.00% | 0.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 75,866 | $537,000 | -82.33% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 75,400 | $533,832 | -53.31% | 0.25% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 75,293 | $533,074 | -78.35% | 0.25% |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 08/15/2024 | 74,772 | $529,386 | 413.37% | 0.25% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 73,428 | $519,870 | -25.97% | 0.24% |
| BOSTON PARTNERS | 08/14/2024 | 71,263 | $504,540 | 100.00% | 0.23% |
| Y-INTERCEPT (HONG KONG) LTD | 08/14/2024 | 70,052 | $495,968 | 172.25% | 0.23% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 68,585 | $485,583 | -2.07% | 0.23% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 64,255 | $454,925 | -9.34% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 64,148 | $454,168 | 533.56% | 0.21% |
| NORTHERN TRUST CORP | 08/14/2024 | 63,501 | $449,587 | 22.38% | 0.21% |
| CLARIVEST ASSET MANAGEMENT LLC | 08/07/2024 | 61,396 | $434,684 | 2.71% | 0.20% |
| JUMP FINANCIAL, LLC | 08/14/2024 | 55,777 | $394,901 | -26.67% | 0.18% |
| VERDAD ADVISERS, LP | 08/06/2024 | 55,000 | $389,400 | 100.00% | 0.18% |
| LAURION CAPITAL MANAGEMENT LP | 08/14/2024 | 54,324 | $384,614 | -71.56% | 0.18% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 52,101 | $368,875 | -76.95% | 0.17% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 51,440 | $364,195 | 1.98% | 0.17% |
| BARCLAYS PLC | 08/14/2024 | 50,880 | $361,000 | -24.82% | 0.17% |
| JANE STREET GROUP, LLC | 08/15/2024 | 46,791 | $331,280 | -79.89% | 0.15% |
Heritage Insurance Holdings, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HRTG shares?
During the previous two years, 150 institutional investors and hedge funds held shares of Heritage Insurance Holdings, Inc.. The most heavily invested institutionals were:
BlackRock Inc.: 1.77 M
DIMENSIONAL FUND ADVISORS LP: 1.41 M
DRIEHAUS CAPITAL MANAGEMENT LLC: 1.26 M
VANGUARD GROUP INC: 1.26 M
Pacific Ridge Capital Partners, LLC: 660,272
MARSHALL WACE, LLP: 560,353
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What percentage of Heritage Insurance Holdings, Inc. stock is owned by institutional investors?
48.35% of Heritage Insurance Holdings, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HRTG ?
Institutional investors have bought a total of 18.39 M shares in the last 24 months. This purchase volume represents approximately $225.07 M in transactions.