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Heritage Insurance Holdings

172 hedge funds and large institutions have $453M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
54
Reduced
49
Closed
11
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$4.46M +$1.71M +68,411 +62%
EI
27
EAM Investors
California
$4.42M +$4.42M +177,026 New
QP
28
Quartz Partners
New York
$3.58M -$30.1K -1,208 -0.8%
Assenagon Asset Management
29
Assenagon Asset Management
Luxembourg
$3.56M
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$3.51M +$3.22M +128,927 +1,079%
EF
31
Empowered Funds
Pennsylvania
$3.27M +$152K +6,098 +5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$3.14M +$2.8M +112,288 +829%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.05M +$189K +7,572 +7%
AWA
34
Arkadios Wealth Advisors
Georgia
$2.89M -$96.8K -3,881 -3%
Raymond James Financial
35
Raymond James Financial
Florida
$2.8M +$503K +20,186 +22%
CMF
36
Counterpoint Mutual Funds
California
$2.5M +$2.5M +100,188 New
TI
37
Trexquant Investment
Connecticut
$2.46M -$658K -26,368 -21%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.38M -$548K -21,976 -19%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$2.23M -$1.35M -54,200 -38%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$2.18M -$745K -29,886 -25%
Bank of America
41
Bank of America
North Carolina
$2.09M +$903K +36,201 +76%
Goldman Sachs
42
Goldman Sachs
New York
$2.01M -$1.06M -42,579 -35%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.86M +$169K +6,794 +10%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.85M +$1.85M +74,370 New
CSS
45
Cubist Systematic Strategies
Connecticut
$1.77M +$468K +18,781 +36%
Charles Schwab
46
Charles Schwab
California
$1.66M -$5.19K -208 -0.3%
Barclays
47
Barclays
United Kingdom
$1.54M +$408K +16,363 +36%
LPL Financial
48
LPL Financial
California
$1.47M +$1.47M +58,994 New
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$1.47M +$974K +39,048 +197%
NL
50
Nuveen LLC
North Carolina
$1.43M -$1.15M -46,128 -45%