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Heritage Insurance Holdings
HRTG

Overview Fund Activity

51 hedge funds and large institutions have $12.9M invested in Heritage Insurance Holdings in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 16 closing their positions.

Holders
51
Holders Change
-11
Holders Change %
-17.74%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
27
Closed
16
Calls
$178K
Puts
$60K
Net Calls
+$118K
Net Calls Change
-$25K

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$714K
2
Millennium Management
2
Millennium Management
New York
$846K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.28M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$638K
5
PRCP
5
Pacific Ridge Capital Partners
Oregon
$1.57M

Top Sellers

1
AI
1
Acuitas Investments
Washington
$0
2
Wells Fargo
2
Wells Fargo
California
$1.82K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BCM
4
Bridgeway Capital Management
Texas
$119K
5
KTA
5
Keeley-Teton Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$65.3K – – –
UA
27
Unison Advisors
District of Columbia
$61.4K +$1.36K +758 +2%
BAM
28
Belpointe Asset Management
Nevada
$59.9K -$21.4K -11,865 -26%
FCA
29
Fortis Capital Advisors
Kansas
$59.9K +$59.9K +33,284 New
EGM
30
Engineers Gate Manager
New York
$41.7K -$7.46K -4,144 -15%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$38.8K -$97.3K -54,036 -71%
HG
32
Harbor Group
New Hampshire
$34.1K – – –
Simplex Trading
33
Simplex Trading
Illinois
$30K -$18.7K -10,660 -38%
IA
34
IFP Advisors
Florida
$23K – – –
AWS
35
Atria Wealth Solutions
New York
$19.4K – – –
HAFS
36
Hapanowicz & Associates Financial Services
Pennsylvania
$18K +$18K +10,000 New
Group One Trading
37
Group One Trading
Illinois
$12.7K +$12.7K +7,079 New
Bank of America
38
Bank of America
North Carolina
$11.5K -$135K -74,750 -92%
TRCT
39
Tower Research Capital (TRC)
New York
$10K +$1.83K +1,005 +22%
Citigroup
40
Citigroup
New York
$4.39K +$4.39K +2,437 New
NFSG
41
Newbridge Financial Services Group
Florida
$3.6K – – –
QT
42
Quantbot Technologies
New York
$3.36K -$540 -300 -14%
CAL
43
Capital Advisors Ltd
Ohio
$2K +$2K +1,062 New
Wells Fargo
44
Wells Fargo
California
$1.82K -$599K -332,580 -100%
Citadel Advisors
45
Citadel Advisors
Florida
$1.69K -$19.9K -11,060 -92%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$1.52K -$297 -164,717 -16%
Morgan Stanley
47
Morgan Stanley
New York
$1.05K -$50.3K -27,955 -98%
FGAM
48
Financial Gravity Asset Management
Texas
$77 +$77 +2 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$2 -$200 -100 -99%
AI
50
Acuitas Investments
Washington
– -$1.88M -830,310 Closed
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