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Heritage Insurance Holdings
HRTG

Overview Fund Activity

132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
43
Reduced
48
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.48M
2
QP
Quartz Partners
New York
$2.08M
3
AWA
Arkadios Wealth Advisors
Georgia
$1.73M
4
Millennium Management
Millennium Management
New York
$4.66M
5
American Century Companies
American Century Companies
Missouri
$9.76M

Top Sellers

1
Invesco
Invesco
Georgia
$10.6M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.25M
3
Two Sigma Investments
Two Sigma Investments
New York
$1.69M
4
GCP
GSA Capital Partners
United Kingdom
$376K
5
BCM
Bridgeway Capital Management
Texas
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
26
Trexquant Investment
Connecticut
$1.8M -$309K -21,458 -15%
EF
27
Empowered Funds
Pennsylvania
$1.8M +$140K +9,728 +8%
Goldman Sachs
28
Goldman Sachs
New York
$1.77M -$830K -57,543 -32%
AWA
29
Arkadios Wealth Advisors
Georgia
$1.73M +$1.73M +119,770 New
Two Sigma Investments
30
Two Sigma Investments
New York
$1.69M -$1.31M -90,537 -44%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$1.69M +$301K +20,904 +22%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.66M -$34K -2,355 -2%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$1.59M +$32.9K +2,282 +2%
NL
34
Nuveen LLC
North Carolina
$1.49M +$1.49M +103,641 New
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$1.48M +$1.12M +77,452 +307%
Prudential Financial
36
Prudential Financial
New Jersey
$1.42M +$60.3K +4,182 +4%
Raymond James Financial
37
Raymond James Financial
Florida
$1.33M -$9.11K -632 -0.7%
Victory Capital Management
38
Victory Capital Management
Texas
$1.2M -$79.3K -5,500 -6%
Boston Partners
39
Boston Partners
Massachusetts
$1.15M +$44.8K +3,109 +4%
SFI
40
Susquehanna Fundamental Investments
Pennsylvania
$1.02M -$356K -24,680 -26%
First Trust Advisors
41
First Trust Advisors
Illinois
$977K -$17K -1,177 -2%
Charles Schwab
42
Charles Schwab
California
$964K – – –
Stifel Financial
43
Stifel Financial
Missouri
$790K -$29.8K -2,065 -4%
MAM
44
Martingale Asset Management
Massachusetts
$784K +$220K +15,235 +39%
CSS
45
Cubist Systematic Strategies
Connecticut
$751K +$751K +52,060 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$739K -$277K -19,200 -27%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$705K -$18.1K -1,252 -2%
UBS Group
48
UBS Group
Switzerland
$705K +$288K +20,004 +69%
Bank of America
49
Bank of America
North Carolina
$689K +$132K +9,124 +24%
Barclays
50
Barclays
United Kingdom
$652K -$3.79K -263 -0.6%
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