Heritage Insurance Holdings
HRTG
82 hedge funds and large institutions have $63.7M invested in Heritage Insurance Holdings in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 10 closing their positions.
731% more call options, than puts
Call options by funds: $773K | Put options by funds: $93K
130% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 10
105% more capital invested
Capital invested by funds: $31M → $63.7M (+$32.7M)
20% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 20
17% more funds holding
Funds holding: 70 → 82 (+12)
7.83% more ownership
Funds ownership: 30.41% → 38.24% (+7.8%)
Top Buyers
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$1.64M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.44M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1.05M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$967K |
Top Sellers
HRTG Hedge Fund Activity: Q3 2023 in Review
82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q3 2023, worth a combined $63.7M — up 105% from $31M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new HRTG positions and 10 closed out — a net gain of 13 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $1.64M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $948K sold.
- 82 institutional investors held Heritage Insurance Holdings (HRTG) as of Q3 2023, up from 70 in Q2 2023.
- Funds reported $63.7M of Heritage Insurance Holdings stock for Q3 2023, up 105% quarter-over-quarter.
- 23 funds opened new Heritage Insurance Holdings positions in Q3 2023 and 10 closed out, a net change of +13 holders.
- The largest Heritage Insurance Holdings buyer in Q3 2023 was Essex Investment Management, an estimated $1.64M added.
- The largest Heritage Insurance Holdings seller in Q3 2023 was Guggenheim Capital, an estimated $948K sold.
Based on aggregated 13F filings for Q3 2023.