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Heritage Insurance Holdings

172 hedge funds and large institutions have $453M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
54
Reduced
49
Closed
11
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$1.38M +$611K +24,500 +79%
Jane Street
52
Jane Street
New York
$1.28M +$1.28M +51,258 New
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$1.21M +$1.21M +48,337 New
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$1.18M -$39K -1,562 -3%
Boston Partners
55
Boston Partners
Massachusetts
$1.12M -$860K -34,488 -43%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$1.11M +$1.11M +44,587 New
Truist Financial
57
Truist Financial
North Carolina
$1M -$6.34K -254 -0.6%
IC
58
IEQ Capital
California
$991K +$275K +11,021 +38%
Creative Planning
59
Creative Planning
Kansas
$946K +$157K +6,277 +20%
Verition Fund Management
60
Verition Fund Management
Connecticut
$907K +$907K +36,349 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$898K +$27.2K +1,090 +3%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$877K -$164K -6,595 -16%
Franklin Resources
63
Franklin Resources
California
$875K +$505K +20,253 +137%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$826K -$75K -3,008 -8%
Victory Capital Management
65
Victory Capital Management
Texas
$823K -$1.26M -50,500 -60%
GCP
66
GSA Capital Partners
United Kingdom
$817K +$167K +6,701 +26%
ECM
67
ExodusPoint Capital Management
New York
$763K +$763K +30,588 New
MAM
68
Martingale Asset Management
Massachusetts
$757K -$600K -24,044 -44%
XT
69
XTX Topco
Cayman Islands
$727K +$56.6K +2,268 +8%
NA
70
Navellier & Associates
Nevada
$726K +$726K +29,105 New
SFI
71
Susquehanna Fundamental Investments
Pennsylvania
$719K -$1.04M -41,884 -59%
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$716K +$716K +28,700 New
SOW
73
State of Wyoming
Wyoming
$687K -$54.9K -2,203 -7%
SC
74
Scotia Capital
Ontario, Canada
$667K +$667K +26,738 New
SCM
75
Sterling Capital Management
North Carolina
$645K -$5.39K -216 -0.8%