HarborOne Bancorp Ownership | Who Owns HarborOne Bancorp?
HarborOne Bancorp Ownership Summary
HarborOne Bancorp is owned by 61.28% institutional investors, 12.98% insiders, and 25.74% retail investors. T. rowe price investment management is the largest institutional shareholder, holding 14.06% of HONE shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 4.11% of its assets in HarborOne Bancorp shares.
HONE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | HarborOne Bancorp | 61.28% | 12.98% | 25.74% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| T. rowe price investment management | 5.89M | 14.06% | $65.61M |
| Blackrock | 3.51M | 8.37% | $39.06M |
| Alliancebernstein | 2.46M | 5.87% | $27.40M |
| Dimensional fund advisors lp | 2.46M | 5.87% | $27.40M |
| Vanguard group | 2.36M | 5.63% | $26.28M |
| State street | 1.25M | 2.99% | $13.94M |
| Geode capital management | 924.61K | 2.21% | $10.29M |
| Renaissance | 387.24K | 0.92% | $4.31M |
| Royce & associates lp | 359.84K | 0.86% | $4.01M |
| Northern trust | 359.84K | 0.86% | $4.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Minerva advisors | 88.41K | 0.66% | $983.16K |
| Harbor advisors | 90.10K | 0.18% | $1.00M |
| Black maple capital management lp | 22.49K | 0.16% | $250.30K |
| Stilwell value | 27.88K | 0.16% | $310.34K |
| Bridgeway capital management | 224.29K | 0.06% | $2.50M |
| T. rowe price investment management | 5.89M | 0.04% | $65.61M |
| Royce & associates lp | 359.84K | 0.04% | $4.01M |
| Catalytic wealth ria | 12.86K | 0.03% | $143.09K |
| Occudo quantitative strategies lp | 13.11K | 0.03% | $145.91K |
| Campbell & co investment adviser | 26.01K | 0.02% | $289.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Dimensional fund advisors lp | 2.46M | 0.01% | 67.91K |
| Arrowstreet capital, limited partnership | 57.90K | 0.00% | 57.90K |
| Brandywine global investment management | 264.00K | 0.02% | 50.90K |
| Two sigma investments, lp | 117.46K | 0.00% | 45.16K |
| D. e. shaw | 132.08K | 0.00% | 41.74K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 2.46M | 0.01% | -251.50K |
| State of new jersey common pension fund d | 185.39K | 0.01% | -88.76K |
| T. rowe price investment management | 5.89M | 0.04% | -68.73K |
| Colony group | - | - | -36.84K |
| New york life investment management | - | - | -35.38K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Trexquant investment lp | 40.31K | 0.01% | 40.31K | $448.68K |
| Campbell & co investment adviser | 26.01K | 0.02% | 26.01K | $289.54K |
| Corebridge financial | 21.37K | 0.00% | 21.37K | $237.86K |
| Mirae asset global etfs | 21.15K | 0.00% | 21.15K | $235.41K |
| Occudo quantitative strategies lp | 13.11K | 0.03% | 13.11K | $145.91K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -9.00 |
| Innealta capital | -11.00 |
| Covestor | -49.00 |
| Aquatic capital management | -100.00 |
| Quantbot technologies lp | -1.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 125 | 12.61% | 25,115,587 | 0.06% | 61 | 1.66% | 64 | 8.47% | 35 | 9.38% |
| Jun 30, 2024 | 109 | -1.80% | 25,085,266 | 0.43% | 59 | 1.70% | 59 | 37.21% | 30 | -28.57% |
| Mar 31, 2024 | 111 | 5.71% | 24,978,177 | 0.30% | 59 | 1.76% | 43 | -18.87% | 42 | 44.83% |
| Dec 31, 2023 | 105 | - | 24,903,338 | 2.11% | 58 | 1.81% | 53 | 29.27% | 29 | -25.64% |
| Sep 30, 2023 | 105 | -4.55% | 24,387,639 | -1.09% | 56 | 1.87% | 41 | -21.15% | 39 | 8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 1.82M | 4.11% | -16.49K |
| iShares Russell 2000 ETF | 1.08M | 2.45% | -2.44K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.05M | 2.36% | -75.28K |
| T. Rowe Price Small-Cap Stock | 1.03M | 2.32% | - |
| T. Rowe Price US Small-Cap Core Equity | 1.03M | 2.32% | -4.00K |
| Vanguard Total Stock Mkt Idx Inv | 953.18K | 2.16% | -189.16K |
| Vanguard Institutional Extnd Mkt Idx Tr | 652.52K | 1.48% | -3.60K |
| T. Rowe Price U.S. SC Core Eq Tr-Z | 468.19K | 1.05% | 1.08K |
| T. Rowe Price Instl Small-Cap Stock | 465.34K | 1.05% | - |
| AB Small Cap Value Advisor | 447.73K | 1.01% | -5.18K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 10, 2024 | Tryder David E. | SVP, Chief Marketing Officer | Sell | $162.30K |
| May 16, 2023 | CASEY JOSEPH F | President and CEO | Buy | $21.43K |
| May 12, 2023 | Sullivan Michael James | Chairman of the Board | Buy | $35.19K |
| May 04, 2023 | CASEY JOSEPH F | President and CEO | Buy | $82.50K |
| May 04, 2023 | Simmons Linda | EVP, CFO | Buy | $47.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q2 | 4 | - |
HONE Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools