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Heritage Insurance Holdings

62 hedge funds and large institutions have $21.9M invested in Heritage Insurance Holdings in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

77% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 22

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144K
Puts
$1K
Net Calls
Net Calls Change

Top Buyers

1 +$196K
2 +$134K
3 +$69.5K
4
Simplex Trading
Simplex Trading
Illinois
+$44.1K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$44K

Top Sellers

1 -$760K
2 -$554K
3 -$534K
4
Goldman Sachs
Goldman Sachs
New York
-$363K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$192K
27
$183K
28
$183K
29
$171K
30
$148K
31
$146K
32
$112K
33
$109K
34
$103K
35
$102K
36
$84K
37
$82K
38
$76K
39
$74K
40
$64K
41
$62K
42
$62K
43
$62K
44
$56K
45
$51K
46
$46K
47
$43K
48
$40K
49
$37K
50
$27K