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Heritage Insurance Holdings
HRTG

Overview Fund Activity

85 hedge funds and large institutions have $94.6M invested in Heritage Insurance Holdings in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
31
Reduced
21
Closed
20
Calls
$1.53M
Puts
$688K
Net Calls
+$841K
Net Calls Change
+$161K

Top Buyers

1
DCM
1
Driehaus Capital Management
Illinois
$12.4M
2
ECP
2
Empyrean Capital Partners
California
$2.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.02M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.89M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$1.67M

Top Sellers

1
EI
1
EAM Investors
California
$582K
2
Citadel Advisors
2
Citadel Advisors
Florida
$12.8K
3
PRCP
3
Pacific Ridge Capital Partners
Oregon
$5.91M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.19M
5
NA
5
NewEdge Advisors
Louisiana
$23.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
101
Dorsey Wright & Associates
California
– -$31.2K -4,802 Closed
FAM
102
Flaharty Asset Management
Florida
– -$8.47K -1,305 Closed
Fidelity Investments
103
Fidelity Investments
Massachusetts
– -$4.54K -700 Closed
AF
104
Allworth Financial
California
– -$942 -145 Closed
GI
105
Gradient Investments
Minnesota
– -$454 -70 Closed
1 2 3 4
5