Question 1

Which hedge funds and institutional investors hold HRTG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for HRTG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for HRTG whale holdings?

Accepted Answer

Conviction level reflects how significant HRTG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to HRTG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for HRTG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about HRTG?

Accepted Answer

QoQ changes for HRTG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
American Century	989.0K	$26.0M	0.0%	$194.3B
State Street	525.1K	$13.8M	0.0%	$2896.4B
Two Sigma	274.5K	$7.2M	0.0%	$123.9B
Marshall Wace	273.2K	$7.2M	0.0%	$100.4B
Arrowstreet	218.7K	$5.7M	0.0%	$184.8B
Invesco	216.7K	$5.7M	0.0%	$653.3B
Renaissance Tech	172.5K	$4.5M	0.0%	$63.9B
Segall Bryant	165.2K	$4.3M	0.1%	$7.0B
Millennium	90.5K	$2.4M	0.0%	$240.3B
Geode Capital	80.8K	$2.1M	0.0%	$1607.5B
DFA	70.8K	$1.9M	0.0%	$481.4B
Tudor	50.1K	$1.3M	0.0%	$53.9B
Man Group	23.6K	$620K	0.0%	$55.1B
Citadel	21.4K	$562K	0.0%	$618.5B
Brevan Howard	14.3K	$376K	0.0%	$11.3B
GMO	12.3K	$324K	0.0%	$39.1B
Citadel	12.1K	$319K	0.0%	$618.5B
AQR Capital	4.3K	$114K	0.0%	$218.4B
Franklin Templeton	3.7K	$96K	—	$408.3B
Northern Trust	651	$17K	—	$756.6B
Acadian	386.6K	$10K	0.0%	$70.5M
Fidelity (FMR)	19	$498	—	$1898.4B
BlackRock	18	$473	—	$5723.5B

HRTG

Who Holds HRTG

Changes This Quarter