HRTG icon

Heritage Insurance Holdings
HRTG

Overview Fund Activity

132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
43
Reduced
48
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.48M
2
QP
Quartz Partners
New York
$2.08M
3
AWA
Arkadios Wealth Advisors
Georgia
$1.73M
4
Millennium Management
Millennium Management
New York
$4.66M
5
American Century Companies
American Century Companies
Missouri
$9.76M

Top Sellers

1
Invesco
Invesco
Georgia
$10.6M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.25M
3
Two Sigma Investments
Two Sigma Investments
New York
$1.69M
4
GCP
GSA Capital Partners
United Kingdom
$376K
5
BCM
Bridgeway Capital Management
Texas
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$602K -$347K -24,084 -37%
Truist Financial
52
Truist Financial
North Carolina
$584K +$584K +40,484 New
LSV Asset Management
53
LSV Asset Management
Illinois
$574K – – –
GCM
54
Graham Capital Management
Connecticut
$523K -$121K -8,408 -19%
IW
55
Instrumental Wealth
Florida
$522K – – –
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$521K +$2.54K +176 +0.5%
Squarepoint
57
Squarepoint
New York
$508K +$508K +35,247 New
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$504K +$322K +22,339 +178%
Creative Planning
59
Creative Planning
Kansas
$456K +$262K +18,186 +135%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$446K +$267K +18,500 +149%
WG
61
Winton Group
United Kingdom
$432K -$239K -16,567 -36%
SOW
62
State of Wyoming
Wyoming
$429K +$366K +25,403 +587%
Man Group
63
Man Group
United Kingdom
$424K -$365K -25,292 -46%
IC
64
IEQ Capital
California
$414K +$53.1K +3,679 +15%
XT
65
XTX Topco
Cayman Islands
$388K +$388K +26,877 New
GCP
66
GSA Capital Partners
United Kingdom
$376K -$1.26M -87,463 -77%
SCM
67
Sterling Capital Management
North Carolina
$376K +$365K +25,331 +3,456%
B
68
Bailard
California
$357K +$117K +8,100 +49%
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$318K -$67.7K -4,695 -18%
NRD
70
Nebula Research & Development
New York
$299K +$649 +45 +0.2%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$286K +$12.5K +870 +5%
HBCM
72
Heron Bay Capital Management
Michigan
$277K +$90.1K +6,250 +48%
IQI
73
Integrated Quantitative Investments
Washington
$262K +$262K +18,150 New
Mariner
74
Mariner
Kansas
$254K -$150K -10,374 -37%
Citigroup
75
Citigroup
New York
$249K -$24.4K -1,689 -9%
1 2
3
4 5