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Heritage Insurance Holdings

176 hedge funds and large institutions have $469M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.4M
Puts
$4.09M
Net Calls
Net Calls Change

Top Buyers

1 +$8.04M
2 +$7.76M
3 +$3.45M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.33M
5
HF
HRT Financial
New York
+$2.89M

Top Sellers

1 -$9.08M
2 -$7.14M
3 -$5.21M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$333K
SOW
102
State of Wyoming
Wyoming
$333K
MIM
103
MetLife Investment Management
New Jersey
$330K
CF
104
Cantor Fitzgerald
New York
$321K
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$309K
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$301K
VF
107
Virtu Financial
New York
$277K
CSS
108
Cubist Systematic Strategies
Connecticut
$274K
SC
109
Savant Capital
Illinois
$268K
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$264K
Mirae Asset Global ETFs Holdings
111
Mirae Asset Global ETFs Holdings
Hong Kong
$262K
TRCT
112
Tower Research Capital (TRC)
New York
$258K
MAM
113
Martingale Asset Management
Massachusetts
$253K
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$253K
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$245K
Man Group
116
Man Group
United Kingdom
$229K
IIM
117
INTECH Investment Management
Florida
$226K
Capstone Investment Advisors
118
Capstone Investment Advisors
New York
$224K
OAS
119
Optivise Advisory Services
Tennessee
$221K
A
120
AlphaQuest
New York
$183K
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$166K
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$164K
AAP
123
Arax Advisory Partners
Colorado
$147K
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$135K
UFF
125
USA Financial Formulas
Michigan
$87.8K