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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 %
A
126
AlphaQuest
New York
$81.3K +$58.2K +2,334 +252%
C
127
Covestor
United Kingdom
$78K +$8.71K +350 +13%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$75.7K +$33K +1,323 +77%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$71.6K
Legal & General Group
130
Legal & General Group
United Kingdom
$59.9K +$10.9K +439 +22%
AIP
131
Ameritas Investment Partners
Nebraska
$55.9K
California State Teachers Retirement System (CalSTRS)
132
California State Teachers Retirement System (CalSTRS)
California
$41.3K
S
133
SignatureFD
Georgia
$38.5K
PD
134
Point72 (DIFC)
United Arab Emirates
$35.3K +$35.3K +1,417 New
FAM
135
Flaharty Asset Management
Florida
$32.5K
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$27.6K +$26.5K +1,062 +2,414%
CAL
137
Capital Advisors Ltd
Ohio
$26K
PAS
138
Point72 Asia (Singapore)
Singapore
$25.4K +$25.4K +1,018 New
RI
139
Ridgewood Investments
New Jersey
$24.9K
MAM
140
Meeder Asset Management
Ohio
$24.8K +$24.8K +994 New
UFF
141
USA Financial Formulas
Michigan
$24.5K +$24.5K +983 New
EWA
142
EverSource Wealth Advisors
Alabama
$23K +$15.9K +637 +222%
AB
143
Amalgamated Bank
New York
$20K
Federated Hermes
144
Federated Hermes
Pennsylvania
$19.2K -$823 -33 -4%
SSG
145
Summit Securities Group
New York
$17.2K +$17.2K +689 New
NA
146
NewEdge Advisors
Louisiana
$17K
AAP
147
Arax Advisory Partners
Colorado
$15.1K +$13.7K +548 +979%
BIG
148
Brooklyn Investment Group
New York
$11.2K +$1.25K +50 +13%
QL
149
Quarry LP
New York
$10.6K -$24K -964 -69%
CA
150
Clearstead Advisors
Ohio
$9.58K +$9.58K +384 New