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Heritage Insurance Holdings
HRTG

Overview Fund Activity

170 hedge funds and large institutions have $452M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 11 closing their positions.

Holders
170
Holders Change
+38
Holders Change %
+28.79%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
53
Reduced
49
Closed
11
Calls
$2.63M
Puts
$1.13M
Net Calls
+$1.5M
Net Calls Change
-$1.04M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$23.5M
2
Prudential Financial
2
Prudential Financial
New Jersey
$9.57M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$13.1M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.3M
5
UBS Group
5
UBS Group
Switzerland
$6.05M

Top Sellers

1
PRCP
1
Pacific Ridge Capital Partners
Oregon
$9M
2
Invesco
2
Invesco
Georgia
$10.3M
3
SBH
3
Segall Bryant & Hamill
Illinois
$4.61M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$9.61M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$300K 12,034 -343 -3%
CW
102
CreativeOne Wealth
Kansas
$286K 11,463 +11,463 New
Citigroup
103
Citigroup
New York
$285K 11,447 -5,817 -34%
KWM
104
Kingsview Wealth Management
Oregon
$281K 11,284 -4,500 -29%
IQI
105
Integrated Quantitative Investments
Washington
$276K 11,048 -7,102 -39%
CF
106
Cantor Fitzgerald
New York
$274K 11,000 – –
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$268K 10,717 +684 +7%
SC
108
Savant Capital
Illinois
$263K 10,532 +10,532 New
MWM
109
Moran Wealth Management
Florida
$257K 10,321 +10,321 New
HF
110
HRT Financial
New York
$255K 10,257 +10,257 New
Man Group
111
Man Group
United Kingdom
$255K 10,221 -19,180 -65%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$254K 10,179 +10,179 New
IIM
113
INTECH Investment Management
Florida
$251K 10,078 +10,078 New
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$248K 9,938 +9,938 New
QCM
115
Quantinno Capital Management
New York
$241K 9,666 +9,666 New
HG
116
Harbor Group
New Hampshire
$237K 9,518 +9,518 New
TRCT
117
Tower Research Capital (TRC)
New York
$207K 8,299 +7,733 +1,366%
US Bancorp
118
US Bancorp
Minnesota
$205K 8,237 -1,698 -17%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K 8,205 +8,205 New
SG Americas Securities
120
SG Americas Securities
New York
$187K 7,485 -343 -4%
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$165K 6,600 +3,700 +128%
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$143K 5,749 +1,432 +33%
Osaic Holdings
123
Osaic Holdings
Arizona
$135K 11,120 -1,092 -9%
Point72 Asset Management
124
Point72 Asset Management
Connecticut
$94.8K 3,800 +3,800 New
A
125
AlphaQuest
New York
$81.3K 3,259 +2,334 +252%
3 4
5
6 7