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Heritage Insurance Holdings
HRTG
HRTG
106 hedge funds and large institutions have $218M invested in Heritage Insurance Holdings in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
441% more call options, than puts
Call options by funds: $2.59M | Put options by funds: $478K
2.44% more ownership
Funds ownership: 54.91% → 57.35% (+2.4%)
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
7% less funds holding
Funds holding: 114 → 106 (-8)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
16% less capital invested
Capital invested by funds: $259M → $218M (-$41.6M)
Holders
106
Holders Change
-8
Holders Change %
-7.02%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
38
Reduced
36
Closed
14
Calls
$2.59M
Puts
$478K
Net Calls
+$2.11M
Net Calls Change
-$3.69M
Top Buyers
| 1 |
BlackRock
New York
|
+$32.5M |
| 2 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$3.98M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$3.74M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.04M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$2.6M |
Top Sellers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.23M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2.16M |
| 3 |
Renaissance Technologies
New York
|
-$2.04M |
| 4 |
Two Sigma Investments
New York
|
-$1.63M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$1.43M |
