Healthcare Services Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HCSG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
28 Feb 24	SellUS$14,153	Andrew Brophy	Individual		1,125	US$12.58

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HCSG?
Owner Type	Number of Shares	Ownership Percentage
State or Government	18,832	0.0248%
Individual Insiders	653,977	0.862%
Hedge Funds	4,133,072	5.45%
Institutions	71,047,127	93.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.67% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.1%	BlackRock, Inc.	12,561,855	US$141.9m	-1.77%	no data
11.3%	The Vanguard Group, Inc.	8,253,237	US$93.3m	-2.02%	no data
6.07%	Royce & Associates, LP	4,449,496	US$50.3m	6.99%	0.43%
5.64%	Mackenzie Financial Corporation	4,133,072	US$46.7m	-0.42%	0.05%
4.04%	State Street Global Advisors, Inc.	2,964,325	US$33.5m	8.29%	no data
3.16%	Dimensional Fund Advisors LP	2,314,935	US$26.2m	12.5%	no data
2.98%	Goldman Sachs Asset Management, L.P.	2,186,720	US$24.7m	176%	0.01%
2.59%	Palisade Capital Management, LP	1,896,895	US$21.4m	28.1%	0.65%
2.4%	Geode Capital Management, LLC	1,760,971	US$19.9m	2.94%	no data
2.08%	Marathon Asset Management Limited	1,526,695	US$17.3m	-10.4%	0.11%
2%	Brandes Investment Partners, LP	1,466,619	US$16.6m	11.3%	0.11%
1.68%	Azarias Capital Management, L.P.	1,232,114	US$13.9m	0.44%	6.49%
1.66%	Morgan Stanley, Investment Banking and Brokerage Investments	1,216,461	US$13.7m	-7.21%	no data
1.63%	Assenagon Asset Management S.A.	1,194,711	US$13.5m	-11.1%	0.02%
1.63%	Charles Schwab Investment Management, Inc.	1,194,034	US$13.5m	-17.5%	no data
1.6%	D. E. Shaw & Co., L.P.	1,169,474	US$13.2m	-14.6%	0.02%
1.54%	Janus Henderson Group plc	1,126,077	US$12.7m	-24.1%	0.01%
1.24%	Columbia Management Investment Advisers, LLC	905,665	US$10.2m	-7%	no data
1.22%	Goldman Sachs Group, Investment Banking and Securities Investments	896,135	US$10.1m	136%	no data
1.12%	Cerity Partners LLC	820,557	US$9.3m	0%	0.02%
1.1%	Foundry Partners, LLC	807,031	US$9.1m	86.5%	0.47%
1.05%	Heartland Advisors, Inc.	766,850	US$8.7m	-1.21%	0.46%
1.03%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	756,677	US$8.6m	-35%	no data
0.97%	Northern Trust Global Investments	711,943	US$8.0m	-2.15%	no data
0.84%	New York State Common Retirement Fund	616,110	US$7.0m	32.9%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:23
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Healthcare Services Group, Inc. is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Andrew Wittmann	Baird
William Sutherland	Benchmark Company
James Terwilliger	Benchmark Company