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Heritage Insurance Holdings

106 hedge funds and large institutions have $196M invested in Heritage Insurance Holdings in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

1.85% less ownership

Funds ownership: 64.98%63.13% (-1.9%)

5% less funds holding

Funds holding: 112106 (-6)

23% less capital invested

Capital invested by funds: $254M → $196M (-$58.5M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $307K

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
45
Reduced
38
Closed
13
Calls
Puts
$307K
Net Calls
-$307K
Net Calls Change
-$530K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.9M +$2.08M +176,112 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.1M +$970K +82,012 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.1M +$303K +25,668 +2%
RA
4
Royce & Associates
New York
$10.7M -$86.7K -7,330 -0.7%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.94M +$114K +9,600 +2%
PFC
6
Phocas Financial Corp
California
$6.85M -$657K -55,534 -8%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$5.77M -$876K -74,068 -12%
State Street
8
State Street
Massachusetts
$5.6M -$49.6K -4,193 -0.8%
KCM
9
Kennedy Capital Management
Missouri
$5.6M +$1.57M +132,693 +34%
Ameriprise
10
Ameriprise
Minnesota
$5.5M +$530K +44,820 +10%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$5.41M +$516K +43,677 +9%
MFIMFI
12
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.17M -$139K -11,748 -2%
Renaissance Technologies
13
Renaissance Technologies
New York
$4.86M +$356K +30,100 +7%
N
14
Nuveen
North Carolina
$4.26M -$270K -22,862 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.96M +$266K +22,518 +6%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$3.92M -$324K -27,444 -7%
Victory Capital Management
17
Victory Capital Management
Texas
$3.58M +$1.82M +154,299 +86%
Northern Trust
18
Northern Trust
Illinois
$3.45M +$58.2K +4,922 +2%
GC
19
Guggenheim Capital
Illinois
$3.4M +$3.76M +317,677 New
CS
20
Credit Suisse
Switzerland
$3.3M -$3.28M -277,396 -47%
MAM
21
Martingale Asset Management
Massachusetts
$3.03M -$11.8K -1,000 -0.4%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.99M -$40K -3,383 -1%
SCM
23
Signia Capital Management
Washington
$2.9M +$306K +25,865 +11%
FP
24
Foundry Partners
Minnesota
$2.34M -$1.19M -100,660 -32%
KMC
25
Kirr Marbach & Co
Indiana
$2.22M -$416K -35,184 -14%

HRTG Hedge Fund Activity: Q1 2020 in Review

106 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q1 2020, worth a combined $196M — down 23% from $254M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of HRTG and 9 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 45 added.

The largest buyer was Guggenheim Capital, opening a new position worth an estimated $3.76M. The largest seller was Polar Capital, exiting entirely with an estimated $11.3M sold.

  • 106 institutional investors held Heritage Insurance Holdings (HRTG) as of Q1 2020, down from 112 in Q4 2019.
  • Funds reported $196M of Heritage Insurance Holdings stock for Q1 2020, down 23% quarter-over-quarter.
  • 9 funds opened new Heritage Insurance Holdings positions in Q1 2020 and 13 closed out, a net change of -4 holders.
  • The largest Heritage Insurance Holdings buyer in Q1 2020 was Guggenheim Capital, an estimated $3.76M added.
  • The largest Heritage Insurance Holdings seller in Q1 2020 was Polar Capital, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2020.