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Heritage Insurance Holdings
HRTG

Overview Fund Activity

170 hedge funds and large institutions have $452M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+38
Holders Change %
+28.79%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
53
Reduced
49
Closed
11
Calls
$2.63M
Puts
$1.13M
Net Calls
+$1.5M
Net Calls Change
-$1.04M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$23.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$9.57M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$6.05M

Top Sellers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$9M
2
Invesco
2
Invesco
Georgia
$10.3M
3
SBH
3
Segall Bryant & Hamill
Illinois
$4.61M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.61M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$1.38M 55,400 +24,500 +79%
Jane Street
52
Jane Street
New York
$1.28M 51,258 +51,258 New
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$1.21M 48,337 +48,337 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$1.18M 47,331 -1,562 -3%
Boston Partners
55
Boston Partners
Massachusetts
$1.12M 45,018 -34,488 -43%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$1.11M 44,587 +44,587 New
Truist Financial
57
Truist Financial
North Carolina
$1M 40,230 -254 -0.6%
IC
58
IEQ Capital
California
$991K 39,747 +11,021 +38%
Creative Planning
59
Creative Planning
Kansas
$946K 37,913 +6,277 +20%
Verition Fund Management
60
Verition Fund Management
Connecticut
$907K 36,349 +36,349 New
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$877K 35,149 -6,595 -16%
Franklin Resources
62
Franklin Resources
California
$875K 35,087 +20,253 +137%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$826K 33,124 -3,008 -8%
Victory Capital Management
64
Victory Capital Management
Texas
$823K 33,000 -50,500 -60%
GCP
65
GSA Capital Partners
United Kingdom
$817K 32,754 +6,701 +26%
ECM
66
ExodusPoint Capital Management
New York
$763K 30,588 +30,588 New
MAM
67
Martingale Asset Management
Massachusetts
$757K 30,336 -24,044 -44%
XT
68
XTX Topco
Cayman Islands
$727K 29,145 +2,268 +8%
NA
69
Navellier & Associates
Nevada
$726K 29,105 +29,105 New
SFI
70
Susquehanna Fundamental Investments
Pennsylvania
$719K 28,815 -41,884 -59%
Universal-Beteiligungs- und Servicegesellschaft
71
Universal-Beteiligungs- und Servicegesellschaft
Germany
$716K 28,700 +28,700 New
SOW
72
State of Wyoming
Wyoming
$687K 27,530 -2,203 -7%
SC
73
Scotia Capital
Ontario, Canada
$667K 26,738 +26,738 New
SCM
74
Sterling Capital Management
North Carolina
$645K 25,848 -216 -0.8%
B
75
Bailard
California
$618K 24,779 – –
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