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Heritage Insurance Holdings
HRTG
HRTG
103 hedge funds and large institutions have $104M invested in Heritage Insurance Holdings in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
178% more call options, than puts
Call options by funds: $1M | Put options by funds: $361K
71% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 14
11% more funds holding
Funds holding: 93 → 103 (+10)
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
0.75% less ownership
Funds ownership: 48.69% → 47.94% (-0.75%)
34% less capital invested
Capital invested by funds: $157M → $104M (-$52.5M)
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
35
Reduced
32
Closed
14
Calls
$1M
Puts
$361K
Net Calls
+$642K
Net Calls Change
-$971K
Top Buyers
| 1 |
BlackRock
New York
|
+$10.1M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.83M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.52M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$2.46M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.21M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.44M |
| 2 |
Millennium Management
New York
|
-$3.19M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$3.15M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.12M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.41M |
