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Heritage Insurance Holdings
HRTG
HRTG
117 hedge funds and large institutions have $247M invested in Heritage Insurance Holdings in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
27% more capital invested
Capital invested by funds: $196M → $247M (+$51.8M)
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
10% more funds holding
Funds holding: 106 → 117 (+11)
3.92% more ownership
Funds ownership: 63.13% → 67.05% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
78% less call options, than puts
Call options by funds: $60K | Put options by funds: $271K
Holders
117
Holders Change
+11
Holders Change %
+10.38%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
45
Reduced
36
Closed
9
Calls
$60K
Puts
$271K
Net Calls
-$211K
Net Calls Change
+$96K
Top Buyers
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$2.47M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.37M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.11M |
| 4 |
Millennium Management
New York
|
+$1.46M |
| 5 |
GC
Globeflex Capital
San Diego,
California
|
+$1.09M |
Top Sellers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$2.23M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.15M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
-$629K |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$593K |
