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Heritage Insurance Holdings
HRTG

80 hedge funds and large institutions have $177M invested in Heritage Insurance Holdings in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding

Funds holding: 51 → 80 (+29)

47% more capital invested

Capital invested by funds: $121M → $177M (+$56.3M)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

6.13% more ownership

Funds ownership: 20.92% → 27.05% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
80
Holders Change
+29
Holders Change %
+56.86%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
23
Reduced
18
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRM
Capital Returns Management
New York
+$7.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.24M
3
Millennium Management
Millennium Management
New York
+$4.78M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$4.49M
5
Two Sigma Investments
Two Sigma Investments
New York
+$2.91M

Top Sellers

1
CAM
Cortina Asset Management
Wisconsin
-$7.23M
2
Bank of America
Bank of America
North Carolina
-$1.67M
3
TG
TCW Group
California
-$1.6M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.15M
5
RA
Royce & Associates
New York
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$3.46K +$3.18K +157 New
BRWM
77
B. Riley Wealth Management
Tennessee
$3K +$3.04K +150 New
TRCT
78
Tower Research Capital (TRC)
New York
$2K -$49.2K -2,431 -97%
Federated Hermes
79
Federated Hermes
Pennsylvania
$1K +$1.32K +65 New
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$62 – – –
1 2 3
4