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Heritage Insurance Holdings
HRTG
HRTG
94 hedge funds and large institutions have $105M invested in Heritage Insurance Holdings in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
12% more capital invested
Capital invested by funds: $93.4M → $105M (+$11.3M)
6% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 36
2% less funds holding
Funds holding: 96 → 94 (-2)
2.22% less ownership
Funds ownership: 57% → 54.78% (-2.2%)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
36
Closed
16
Calls
$102K
Puts
–
Net Calls
+$102K
Net Calls Change
+$61K
Top Buyers
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
+$2.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.92M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$835K |
| 4 |
BlackRock
New York
|
+$511K |
| 5 |
Millennium Management
New York
|
+$416K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OR
101
Olympiad Research
Stamford,
Connecticut
| – | -$69K | -11,682 | Closed |
|
|
MAM
102
Martingale Asset Management
Boston,
Massachusetts
| – | -$63K | -10,700 | Closed |
|
103
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$39K | -6,710 | Closed |
|
104
Simplex Trading
Chicago,
Illinois
| – | -$2.63K | -425 | -84% |
|
|
EWA
105
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2K | -413 | Closed |
|
|
QCG
106
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$2K | -293 | Closed |
|
|
GWS
107
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -104 | Closed |
|
108
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -10 | Closed |
|
109
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$25 | +4 | +11% |
|