HRTG icon

Heritage Insurance Holdings
HRTG

Overview Fund Activity

70 hedge funds and large institutions have $31M invested in Heritage Insurance Holdings in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
+6
Holders Change %
+9.38%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
18
Closed
11
Calls
$280K
Puts
$70K
Net Calls
+$210K
Net Calls Change
+$98K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.82M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$688K
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$466K
4
BCM
4
Bridgeway Capital Management
Texas
$642K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.01M

Top Sellers

1
SAG
1
Spotlight Asset Group
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$610K
3
BlackRock
3
BlackRock
New York
$3.8M
4
Group One Trading
4
Group One Trading
Illinois
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
76
Fortis Capital Management
Washington
– -$83.2K -27,000 Closed
HF
77
HRT Financial
New York
– -$40K -13,069 Closed
IAA
78
Independent Advisor Alliance
North Carolina
– -$37.8K -12,270 Closed
FTC
79
Farmers Trust Company
Ohio
– -$34.3K -11,150 Closed
AWS
80
Atria Wealth Solutions
New York
– -$33.3K -10,801 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– -$83 -27 Closed
1 2 3
4