We are live on
!
Find out more
Heritage Insurance Holdings
HRTG
HRTG
132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
281% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $901K
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
19% more capital invested
Capital invested by funds: $204M → $243M (+$39.4M)
9% more funds holding
Funds holding: 121 → 132 (+11)
0.16% more ownership
Funds ownership: 54.91% → 55.08% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 49
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
43
Reduced
49
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.5M |
| 2 |
QP
Quartz Partners
Saratoga Springs,
New York
|
+$1.74M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.44M |
| 4 |
Millennium Management
New York
|
+$1.11M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.04M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.55M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.7M |
| 3 |
Two Sigma Investments
New York
|
-$1.09M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.05M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$892K |
