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Heritage Insurance Holdings
HRTG
HRTG
121 hedge funds and large institutions have $204M invested in Heritage Insurance Holdings in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 27 closing their positions.
New
Increased
Maintained
Reduced
Closed
152% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $704K
53% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 30
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
2.31% more ownership
Funds ownership: 52.6% → 54.91% (+2.3%)
2% more funds holding
Funds holding: 119 → 121 (+2)
3% more capital invested
Capital invested by funds: $197M → $204M (+$6.79M)
Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
46
Reduced
30
Closed
27
Calls
$1.77M
Puts
$704K
Net Calls
+$1.07M
Net Calls Change
-$1.71M
Top Buyers
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$7.44M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$2.57M |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$2.37M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.23M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.11M |
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$3.32M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.57M |
| 3 |
Renaissance Technologies
New York
|
-$2.56M |
| 4 |
JP Morgan Chase
New York
|
-$1.71M |
| 5 |
Millennium Management
New York
|
-$1.61M |
