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Heritage Insurance Holdings

176 hedge funds and large institutions have $468M invested in Heritage Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 73 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
ECM
176
ExodusPoint Capital Management
New York
SFI
177
Susquehanna Fundamental Investments
Pennsylvania
SC
178
Scotia Capital
Ontario, Canada
FRM
179
Fox Run Management
Connecticut
EGM
180
Engineers Gate Manager
New York
Walleye Capital
181
Walleye Capital
New York
NRD
182
Nebula Research & Development
New York
ACM
183
Aquatic Capital Management
Illinois
WG
184
Winton Group
United Kingdom
State of Tennessee, Department of Treasury
185
State of Tennessee, Department of Treasury
Tennessee
CW
186
CreativeOne Wealth
Kansas
KWM
187
Kingsview Wealth Management
Oregon
IQI
188
Integrated Quantitative Investments
Washington
MWM
189
Moran Wealth Management
Florida
HG
190
Harbor Group
New Hampshire
US Bancorp
191
US Bancorp
Minnesota
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
Point72 Asset Management
193
Point72 Asset Management
Connecticut
PD
194
Point72 (DIFC)
United Arab Emirates
RI
195
Ridgewood Investments
New Jersey
MAM
196
Meeder Asset Management
Ohio
SSG
197
Summit Securities Group
New York
BIG
198
Brooklyn Investment Group
New York
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
WA
200
Whipplewood Advisors
Colorado