Heritage Insurance Holdings
HRTG
104 hedge funds and large institutions have $309M invested in Heritage Insurance Holdings in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 19 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
1.26% more ownership
Funds ownership: 77.19% → 78.45% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $320M → $309M (-$11.5M)
10% less funds holding
Funds holding: 116 → 104 (-12)
49% less call options, than puts
Call options by funds: $316K | Put options by funds: $618K
58% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 19
Top Buyers
Top Sellers
HRTG Hedge Fund Activity: Q3 2018 in Review
104 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q3 2018, worth a combined $309M — down 3.6% from $320M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of HRTG and 8 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 40 added.
The largest buyer was Credit Suisse, adding an estimated $6.49M. The largest seller was Friess Associates, exiting entirely with an estimated $2.8M sold.
- 104 institutional investors held Heritage Insurance Holdings (HRTG) as of Q3 2018, down from 116 in Q2 2018.
- Funds reported $309M of Heritage Insurance Holdings stock for Q3 2018, down 3.6% quarter-over-quarter.
- 8 funds opened new Heritage Insurance Holdings positions in Q3 2018 and 19 closed out, a net change of -11 holders.
- The largest Heritage Insurance Holdings buyer in Q3 2018 was Credit Suisse, an estimated $6.49M added.
- The largest Heritage Insurance Holdings seller in Q3 2018 was Friess Associates, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2018.