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Heritage Insurance Holdings
HRTG
HRTG
93 hedge funds and large institutions have $255M invested in Heritage Insurance Holdings in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
10% more capital invested
Capital invested by funds: $232M → $255M (+$23.5M)
7.29% more ownership
Funds ownership: 60.74% → 68.03% (+7.3%)
7% less funds holding
Funds holding: 100 → 93 (-7)
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
54% less call options, than puts
Call options by funds: $2.94M | Put options by funds: $6.35M
Holders
93
Holders Change
-7
Holders Change %
-7%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
38
Closed
20
Calls
$2.94M
Puts
$6.35M
Net Calls
-$3.42M
Net Calls Change
-$3.55M
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.65M |
| 2 |
JP Morgan Chase
New York
|
+$5.92M |
| 3 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$5.19M |
| 4 |
CCM
Cloverdale Capital Management
Dallas,
Texas
|
+$4.42M |
| 5 |
SCM
Signia Capital Management
Spokane,
Washington
|
+$3.95M |
Top Sellers
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$2.51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.28M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.82M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.74M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.65M |
