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Heritage Insurance Holdings
HRTG
HRTG
70 hedge funds and large institutions have $31M invested in Heritage Insurance Holdings in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more call options, than puts
Call options by funds: $280K | Put options by funds: $70K
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
32% more capital invested
Capital invested by funds: $23.4M → $31M (+$7.58M)
22% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 18
9% more funds holding
Funds holding: 64 → 70 (+6)
0.57% less ownership
Funds ownership: 30.98% → 30.41% (-0.57%)
Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
18
Closed
11
Calls
$280K
Puts
$70K
Net Calls
+$210K
Net Calls Change
+$98K
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.85M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$545K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$486K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$404K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$395K |
Top Sellers
| 1 |
SAG
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
-$852K |
| 2 |
Millennium Management
New York
|
-$793K |
| 3 |
BlackRock
New York
|
-$333K |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$239K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$158K |
