HRTG Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own HRTG shares is 169, representing 54.33% of the company's common stock.

ACADIAN ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in HRTG by -74.87% restricting it's holding to 125.81 thousand shares of worth nearly $1.34M. VICTORY CAPITAL MANAGEMENT INC also lessened -1.92% of the HRTG shares from its portfolio, reducing its holding to 102 thousand shares of worth $1.09M. EAM INVESTORS, LLC also shunned HRTG shares holding by -14.77% last quarter which brought its holding to 76.08 thousand shares worth $810.24K.

As per its latest 13F filing, STATE STREET CORP increased its stake in HRTG by 52.73% in the last quarter. The institutional holder raised its holding to 119.04 thousand shares having worth more than $1.27M. D. E. SHAW & CO., INC. also added 100% more shares of HRTG to its portfolio, raising its holding to 99.19 thousand shares of worth $1.06M. EMPOWERED FUNDS, LLC also increased its HRTG shares holding by 8.05% which brought its holding to 96.68 thousand shares worth $1.03M.

The insider with the most stakes in HRTG is Hyer Raymond T , 10 percent owner at the company. Additionally, HRTG stock is highly held by Chief Executive Officer Garateix Ernie J and Chairman & CEO Lucas Bruce among others.

Company executives, directors, and other insiders own 26.07% percent of Heritage Insurance Holdings, Inc.'s stock. Within the last six months, there have been 2 transaction(s) in which HRTG insiders have sold stock, totaling 8.44K shares. Insiders that have sold shares include PAPPAS NICHOLAS GEORGE, WIDDICOMBE RICHARD A, and LUCAS BRUCE.

There have been 2 transaction(s) during the past 6-months in which Heritage Insurance Holdings, Inc. insiders have bought stock, totalling 8950 shares

Around 2.92M Heritage Insurance Holdings, Inc. shares are held by insiders, which represents about 26.07% of HRTG stock.

HRTG 10 percent owner, Hyer Raymond T holds the largest portfolio of the company's shares. HRTG shares owned by Hyer total nearly 2.96 million.

LAURION CAPITAL MANAGEMENT LP is the largest institutional owner in HRTG which holds 191 thousand shares worth $2.03M or 0.71% of the total HRTG shares outstanding followed by ACADIAN ASSET MANAGEMENT LLC with ownership of 125.81 thousand shares representing 0.47% of the HRTG ownership. STATE STREET CORP is the third largest stakeholder with 119.04 thousand shares or 0.44% of the ownership worth more than $1.27M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the HRTG is concerned, it is a stock which is optionable.

Number of HRTG shares short is 794.39K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 30.68M shares of HRTG are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, HRTG has 21.53M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for HRTG is 4.22.