Hingham Institution for Savings (HIFS) Ownership

180.22 ↑2.59 (1.46%)

As of May 6, 2024, 11:45am EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Hingham Institution for Savings (HIFS), owning a total of 142 thousand shares. Combined, the top 33 institutional holders of HIFS own 52.09% of the company with a total of 1.1 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of HIFS by 122 thousand shares. 14 institutions bought 225,176 total additional shares and increased their ownership by an average of 34.46%. However 4 institutions sold 102,864 total shares and decreased their ownership by an average of 29.41%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Hingham Institution for Savings increased by a net total of 122,312 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.552%	15.244%	142,202	18,810	2023-12-31
Royce & Associates, LP	5.946%	23.562%	129,048	24,608	2023-12-31
Maren Capital LLC	5.703%	0.000%	123,785	123,785	2023-12-31
Vanguard Group Inc	4.946%	2.367%	107,355	2,482	2023-12-31
Schwartz Investment Counsel Inc	3.736%	30.602%	81,087	19,000	2023-12-31
Dimensional Fund Advisors, Inc.	3.029%	-0.620%	65,750	-410	2023-12-31
Geode Capital Management, LLC	1.695%	8.741%	36,787	2,957	2023-12-31
State Street Corporation	1.690%	12.727%	36,679	4,141	2023-12-31
Morgan Stanley - Brokerage Accounts	1.207%	8.760%	26,185	2,109	2023-12-31
Aristides Capital LLC	0.829%	0.000%	18,000	0	2023-12-31
Aptus Capital Advisors, LLC	0.773%	-1.156%	16,767	-196	2023-12-31
Hennessy Advisors, Inc.	0.691%	200.000%	15,000	10,000	2023-12-31
Northern Trust Corp	0.644%	1.196%	13,967	165	2023-12-31
Port Capital LLC	0.596%	-88.308%	12,930	-97,660	2023-12-31
Renaissance Technologies Corp	0.557%	-27.551%	12,091	-4,598	2023-12-31
Mangrove Partners	0.470%	0.000%	10,205	10,205	2023-12-31
Paragon Advisors, LLC	0.459%	172.370%	9,966	6,307	2023-12-31
Wade GW & Inc	0.431%	6.072%	9,364	536	2023-12-31
American Century Companies Inc	0.428%	0.771%	9,284	71	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.552%	15.244%	142,202	18,810	2023-12-31
Royce & Associates, LP	5.946%	23.562%	129,048	24,608	2023-12-31
Maren Capital LLC	5.703%	0.000%	123,785	123,785	2023-12-31
Vanguard Group Inc	4.946%	2.367%	107,355	2,482	2023-12-31
Schwartz Investment Counsel Inc	3.736%	30.602%	81,087	19,000	2023-12-31
Dimensional Fund Advisors, Inc.	3.029%	-0.620%	65,750	-410	2023-12-31
TD Global Investment Solutions – TD Epoch	2.531%	0.140%	54,436	76	2023-03-31
Epoch Investment Partners Inc	2.531%	23.042%	54,360	10,180	2022-12-31
Geode Capital Management, LLC	1.695%	8.741%	36,787	2,957	2023-12-31
State Street Corporation	1.690%	12.727%	36,679	4,141	2023-12-31
Morgan Stanley - Brokerage Accounts	1.207%	8.760%	26,185	2,109	2023-12-31
Eaton Vance Management	0.969%	0.000%	20,803	0	2022-09-30
Aristides Capital LLC	0.829%	0.000%	18,000	0	2023-12-31
Aptus Capital Advisors, LLC	0.773%	-1.156%	16,767	-196	2023-12-31
Grandeur Peak Global Advisors, LLC	0.739%	0.000%	15,932	0	2023-09-30
Hennessy Advisors, Inc.	0.691%	200.000%	15,000	10,000	2023-12-31
Citadel Advisors Llc	0.663%	-35.115%	14,396	-7,791	2023-09-30
Northern Trust Corp	0.644%	1.196%	13,967	165	2023-12-31
FMR Inc	0.639%	-18.065%	13,734	-3,028	2023-03-31
Port Capital LLC	0.596%	-88.308%	12,930	-97,660	2023-12-31
Renaissance Technologies Corp	0.557%	-27.551%	12,091	-4,598	2023-12-31
Annandale Capital, LLC	0.556%	0.000%	12,000	0	2023-09-30
Liontrust Investment Partners LLP	0.550%	0.000%	11,800	0	2022-12-31
Millennium Management LLC	0.513%	-57.351%	11,073	-14,890	2023-09-30
Mangrove Partners	0.470%	0.000%	10,205	10,205	2023-12-31
Paragon Advisors, LLC	0.459%	172.370%	9,966	6,307	2023-12-31
Wade GW & Inc	0.431%	6.072%	9,364	536	2023-12-31
Baldwin Brothers Inc	0.433%	3.688%	9,305	331	2023-03-31
American Century Companies Inc	0.428%	0.771%	9,284	71	2023-12-31
Clean Yield Group Inc	0.428%	-6.708%	9,235	-664	2023-09-30
Bank of New York Mellon Corp	0.424%	2.223%	9,150	199	2023-09-30
American Research & Management Company	0.411%	-0.226%	8,827	-20	2022-09-30
Laurus Investment Counsel Inc.	0.317%	15.843%	6,800	930	2022-09-30

Mutual Fund Ownership

Royce Small-Cap Total Return Invmt is the biggest individual fund holder of Hingham Institution for Savings (HIFS), owning a total of 94 thousand shares. Combined, the top 35 mutual fund holders of HIFS own 39.34% of the company with a total of 854 thousand shares.

In the latest ownership report on March 31st 2024, the top 35 fund holders increased their combined ownership of HIFS by 12 thousand shares. 7 funds bought 18,453 total additional shares and increased their ownership by an average of 3.71%. However 1 funds sold 6,000 total shares and decreased their ownership by an average of 40%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Hingham Institution for Savings increased by a net total of 12,453 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Total Return Invmt	4.297%	1.480%	93,688	1,366	2024-03-31
Royce Small-Cap Quality Value Composite	4.297%	1.480%	93,688	1,366	2024-03-31
Vanguard Total Stock Mkt Idx Inv	2.331%	0.154%	50,831	78	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.423%	1.912%	31,024	582	2024-03-31
Royce Pennsylvania Mutual Invmt	0.986%	10.474%	21,496	2,038	2024-03-31
Royce Value Trust	0.837%	10.474%	18,257	1,731	2024-03-31
VT De Lisle America B USD	0.520%	0.000%	11,336	0	2024-03-31
Kennedy Micro Cap	0.518%	0.000%	11,292	11,292	2024-03-31
Vanguard Dividend Appreciation ETF	0.471%	0.000%	10,259	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.464%	0.000%	10,120	0	2024-03-31
Hennessy Small Cap Financial Investor	0.413%	-40.000%	9,000	-6,000	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royce Small-Cap Total Return Invmt	4.297%	1.480%	93,688	1,366	2024-03-31
Royce Small-Cap Quality Value Composite	4.297%	1.480%	93,688	1,366	2024-03-31
Ave Maria Value	3.719%	0.000%	81,087	0	2024-02-29
Port Capital Small Cap Equity	2.587%	-2.983%	55,815	-1,716	2023-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.493%	0.000%	53,653	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.331%	0.154%	50,831	78	2024-03-31
iShares Russell 2000 ETF	1.778%	0.046%	38,771	18	2024-03-28
Vanguard Institutional Extnd Mkt Idx Tr	1.423%	1.912%	31,024	582	2024-03-31
United US Equity Small Cap Pool Class A	1.204%	-3.658%	25,893	-983	2022-12-31
Royce Pennsylvania Mutual Invmt	0.986%	10.474%	21,496	2,038	2024-03-31
Vanguard Extended Market Index Investor	0.998%	0.000%	21,451	0	2023-08-31
ODIN USA A NOK	0.926%	-46.817%	19,975	-17,584	2023-10-31
Blackstone Alternative Multi-Strategy I	0.860%	666.953%	18,752	16,307	2023-12-31
United US Equity Small Cap Corp Cl OF	0.859%	-2.825%	18,475	-537	2022-12-31
Royce Value Trust	0.837%	10.474%	18,257	1,731	2024-03-31
Opus Small Cap Value Plus ETF	0.713%	0.329%	15,553	51	2024-03-28
Fidelity Small Cap Index	0.689%	0.785%	15,022	117	2024-01-31
iShares Russell 2000 Value ETF	0.682%	-0.061%	14,865	-9	2024-03-28
DFA US Micro Cap I	0.669%	-0.782%	14,583	-115	2024-02-29
Fidelity® Small Cap Index	0.648%	2.156%	13,980	295	2023-09-30
Grandeur Peak Global Opportunities Instl	0.526%	19.262%	11,349	1,833	2023-07-31
VT De Lisle America B USD	0.520%	0.000%	11,336	0	2024-03-31
Kennedy Micro Cap	0.518%	0.000%	11,292	11,292	2024-03-31
Fidelity® Low-Priced Stock	0.503%	-0.111%	10,792	-12	2023-04-30
Vanguard Dividend Appreciation ETF	0.471%	0.000%	10,259	0	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.464%	0.000%	10,120	0	2024-03-31
Fidelity Extended Market Index	0.462%	-0.484%	10,069	-49	2024-02-29
DFA US Small Cap I	0.454%	0.000%	9,905	0	2024-02-29
Fidelity® Extended Market Index	0.457%	5.634%	9,862	526	2023-10-31
Hennessy Small Cap Financial Investor	0.413%	-40.000%	9,000	-6,000	2024-03-31
Russell Inv Tax-Managed US Mid&Sm Cap S	0.380%	-31.445%	8,254	-3,786	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.341%	0.000%	7,313	0	2023-06-30
Avantis US Small Cap Value ETF	0.328%	0.000%	7,123	0	2024-03-29
DFA US Core Equity 2 I	0.258%	0.000%	5,536	0	2023-02-28
State St Russell Sm Cap® Indx NL Cl C	0.248%	0.000%	5,329	0	2023-01-31