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Heritage Insurance Holdings

172 hedge funds and large institutions have $453M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
54
Reduced
49
Closed
11
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global ETFs Holdings
101
Mirae Asset Global ETFs Holdings
Hong Kong
$306K -$33.8K -1,354 -10%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$300K -$8.55K -343 -3%
CW
103
CreativeOne Wealth
Kansas
$286K +$286K +11,463 New
Citigroup
104
Citigroup
New York
$285K -$145K -5,817 -34%
KWM
105
Kingsview Wealth Management
Oregon
$281K -$112K -4,500 -29%
IQI
106
Integrated Quantitative Investments
Washington
$276K -$177K -7,102 -39%
CF
107
Cantor Fitzgerald
New York
$274K
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$268K +$17.1K +684 +7%
SC
109
Savant Capital
Illinois
$263K +$263K +10,532 New
MWM
110
Moran Wealth Management
Florida
$257K +$257K +10,321 New
HF
111
HRT Financial
New York
$255K +$255K +10,257 New
Man Group
112
Man Group
United Kingdom
$255K -$478K -19,180 -65%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$254K +$254K +10,179 New
IIM
114
INTECH Investment Management
Florida
$251K +$251K +10,078 New
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$248K +$248K +9,938 New
QCM
116
Quantinno Capital Management
New York
$241K +$241K +9,666 New
HG
117
Harbor Group
New Hampshire
$237K +$237K +9,518 New
TRCT
118
Tower Research Capital (TRC)
New York
$207K +$193K +7,733 +1,366%
US Bancorp
119
US Bancorp
Minnesota
$205K -$42.3K -1,698 -17%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K +$205K +8,205 New
SG Americas Securities
121
SG Americas Securities
New York
$187K -$8.57K -343 -4%
New York State Common Retirement Fund
122
New York State Common Retirement Fund
New York
$165K +$92.5K +3,700 +128%
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$143K +$35.7K +1,432 +33%
Osaic Holdings
124
Osaic Holdings
Arizona
$135K -$13.3K -1,092 -9%
Point72 Asset Management
125
Point72 Asset Management
Connecticut
$94.8K +$94.8K +3,800 New