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Heritage Insurance Holdings

176 hedge funds and large institutions have $468M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$4.09M
Net Calls
Net Calls Change

Top Buyers

1 +$8.04M
2 +$7.76M
3 +$3.45M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.33M
5
HF
HRT Financial
New York
+$2.89M

Top Sellers

1 -$9.08M
2 -$7.14M
3 -$5.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
101
State of Wyoming
Wyoming
$333K
MIM
102
MetLife Investment Management
New Jersey
$330K
CF
103
Cantor Fitzgerald
New York
$321K
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$309K
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$301K
VF
106
Virtu Financial
New York
$277K
CSS
107
Cubist Systematic Strategies
Connecticut
$274K
SC
108
Savant Capital
Illinois
$268K
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$264K
Mirae Asset Global ETFs Holdings
110
Mirae Asset Global ETFs Holdings
Hong Kong
$262K
TRCT
111
Tower Research Capital (TRC)
New York
$258K
MAM
112
Martingale Asset Management
Massachusetts
$253K
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$253K
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$245K
Man Group
115
Man Group
United Kingdom
$229K
IIM
116
INTECH Investment Management
Florida
$226K
Capstone Investment Advisors
117
Capstone Investment Advisors
New York
$224K
OAS
118
Optivise Advisory Services
Tennessee
$221K
A
119
AlphaQuest
New York
$183K
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$166K
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$164K
AAP
122
Arax Advisory Partners
Colorado
$147K
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$135K
TCM
124
Triumph Capital Management
Colorado
$88.2K
UFF
125
USA Financial Formulas
Michigan
$87.8K