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Heritage Insurance Holdings
HRTG

Overview Fund Activity

114 hedge funds and large institutions have $193M invested in Heritage Insurance Holdings in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-6
Holders Change %
-5%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
41
Closed
17
Calls
–
Puts
$162K
Net Calls
-$162K
Net Calls Change
-$172K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$14M
2
BlackRock
BlackRock
New York
$24.1M
3
Boston Partners
Boston Partners
Massachusetts
$2.69M
4
Bank of America
Bank of America
North Carolina
$1.59M
5
ICM
Invenomic Capital Management
Massachusetts
$960K

Top Sellers

1
AL
AJO LP
Pennsylvania
$0
2
GC
Globeflex Capital
California
$0
3
Millennium Management
Millennium Management
New York
$259K
4
PFC
Phocas Financial Corp
California
$5.1M
5
MAM
Martingale Asset Management
Massachusetts
$812K
Name Holding Trade Value Shares
Change 		Shares
Change %
EMFAT
126
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$21K -2,115 Closed
EA
127
Emerald Advisers
Pennsylvania
– -$11K -1,070 Closed
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
– -$4K -388 Closed
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
– -$3K -310 Closed
2 3 4 5
6