Heritage Insurance Holdings
HRTG
HRTG
187 hedge funds and large institutions have $495M invested in Heritage Insurance Holdings in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
7% less funds holding
Funds holding: 200 → 187 (-13)
11% less capital invested
Capital invested by funds: $556M → $495M (-$61.1M)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
Holders
187
Holding in Top 10
1
Calls
$8.98M
Puts
$843K
Top Buyers
| 1 | +$5.05M | |
| 2 | +$4.47M | |
| 3 | +$4.22M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$3.99M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.47M |
Top Sellers
| 1 | -$9.05M | |
| 2 | -$4.49M | |
| 3 | -$4.03M | |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$3.57M |
| 5 |
HF
HRT Financial
New York
|
-$3.01M |
