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Heritage Insurance Holdings
HRTG

Overview Fund Activity

132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
43
Reduced
48
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.48M
2
QP
Quartz Partners
New York
$2.08M
3
AWA
Arkadios Wealth Advisors
Georgia
$1.73M
4
Millennium Management
Millennium Management
New York
$4.66M
5
American Century Companies
American Century Companies
Missouri
$9.76M

Top Sellers

1
Invesco
Invesco
Georgia
$10.6M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.25M
3
Two Sigma Investments
Two Sigma Investments
New York
$1.69M
4
GCP
GSA Capital Partners
United Kingdom
$376K
5
BCM
Bridgeway Capital Management
Texas
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$42K – – –
C
102
Covestor
United Kingdom
$40K +$12K +832 +43%
AIP
103
Ameritas Investment Partners
Nebraska
$32.3K – – –
Legal & General Group
104
Legal & General Group
United Kingdom
$28.3K – – –
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$24.7K -$310K -21,514 -93%
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$23.9K – – –
S
107
SignatureFD
Georgia
$22.2K +$13.6K +941 +157%
QL
108
Quarry LP
New York
$20K +$20K +1,389 New
FAM
109
Flaharty Asset Management
Florida
$18.8K +$18.8K +1,305 New
CAL
110
Capital Advisors Ltd
Ohio
$15K – – –
RI
111
Ridgewood Investments
New Jersey
$14.4K – – –
A
112
AlphaQuest
New York
$13.3K -$115 -8 -0.9%
Federated Hermes
113
Federated Hermes
Pennsylvania
$11.6K +$10.2K +708 +753%
AB
114
Amalgamated Bank
New York
$11K – – –
NA
115
NewEdge Advisors
Louisiana
$9.85K – – –
TRCT
116
Tower Research Capital (TRC)
New York
$8.16K -$3.61K -250 -31%
QCG
117
Quadrant Capital Group
Ohio
$6.66K +$6.66K +462 New
ACM
118
Aquatic Capital Management
Illinois
$5.86K -$173K -11,982 -97%
BIG
119
Brooklyn Investment Group
New York
$5.77K +$5.77K +400 New
CIAM
120
Caitong International Asset Management
Hong Kong
$4.77K +$4.77K +331 New
EWA
121
EverSource Wealth Advisors
Alabama
$4.14K +$2.12K +147 +105%
IA
122
IFP Advisors
Florida
$3.5K +$3.4K +236 +3,371%
GI
123
GAMMA Investing
California
$3.09K +$2.57K +178 +494%
PA
124
Parallel Advisors
California
$2.81K +$2.81K +195 New
W
125
WealthCollab
Washington
$1.2K +$1.2K +83 New
2 3 4
5
6