Heritage Insurance Holdings
HRTG
HRTG
172 hedge funds and large institutions have $455M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 55 increasing their positions, 48 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
15% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 48
3.75% more ownership
Funds ownership: 55.08% → 58.83% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
172
Holding in Top 10
1
Calls
$3.72M
Puts
$2.35M
Top Buyers
| 1 | +$8.71M | |
| 2 | +$7.12M | |
| 3 | +$5.39M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.88M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.83M |
Top Sellers
| 1 | -$10.4M | |
| 2 | -$7.99M | |
| 3 | -$3.91M | |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.08M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.06M |
