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Heritage Insurance Holdings

96 hedge funds and large institutions have $93.4M invested in Heritage Insurance Holdings in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $127K | Put options by funds: $86K

5.66% less ownership

Funds ownership: 62.66%57% (-5.7%)

10% less funds holding

Funds holding: 10796 (-11)

22% less capital invested

Capital invested by funds: $119M → $93.4M (-$26M)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

38% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 45

Holders
96
Holders Change
-11
Holders Change %
-10.28%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
28
Reduced
45
Closed
24
Calls
$127K
Puts
$86K
Net Calls
+$41K
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.2M -$947K -143,657 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.51M -$504K -76,515 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.29M -$234K -35,440 -3%
Ameriprise
4
Ameriprise
Minnesota
$5.43M +$618K +93,740 +11%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$4.91M +$741K +112,331 +16%
PI
6
Putnam Investments
Massachusetts
$3.35M +$1.94M +294,969 +108%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.78M -$144K -21,818 -4%
AI
8
Acuitas Investments
Washington
$2.77M +$1.16M +175,426 +59%
State Street
9
State Street
Massachusetts
$2.73M -$269K -40,735 -8%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.69M +$972K +147,468 +47%
N
11
Nuveen
North Carolina
$2.56M +$234K +35,489 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.47M +$220K +33,419 +9%
RA
13
Royce & Associates
New York
$2.16M -$595K -90,300 -20%
GC
14
Guggenheim Capital
Illinois
$2.06M -$953K -144,505 -29%
Boston Partners
15
Boston Partners
Massachusetts
$1.85M -$8.27K -1,254 -0.4%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$1.56M -$36K -5,468 -2%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$1.51M -$68.3K -10,365 -4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.51M +$130K +19,700 +8%
PPA
19
Parametric Portfolio Associates
Washington
$1.37M -$518K -78,561 -25%
Northern Trust
20
Northern Trust
Illinois
$1.35M -$163K -24,781 -10%
KCM
21
Kennedy Capital Management
Missouri
$1.34M -$902K -136,818 -37%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.33M +$996K +151,029 +202%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.27M +$51.6K +7,833 +4%
BCM
24
Bridgeway Capital Management
Texas
$1.24M -$264K -40,000 -16%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$1.07M +$685K +103,868 +133%

HRTG Hedge Fund Activity: Q4 2021 in Review

96 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q4 2021, worth a combined $93.4M — down 22% from $119M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of HRTG and 15 opened new positions — a net loss of 9 holders — while 45 trimmed existing stakes and 28 added.

The largest buyer was Putnam Investments, adding an estimated $1.94M. The largest seller was Phocas Financial Corp, exiting entirely with an estimated $2.83M sold.

  • 96 institutional investors held Heritage Insurance Holdings (HRTG) as of Q4 2021, down from 107 in Q3 2021.
  • Funds reported $93.4M of Heritage Insurance Holdings stock for Q4 2021, down 22% quarter-over-quarter.
  • 15 funds opened new Heritage Insurance Holdings positions in Q4 2021 and 24 closed out, a net change of -9 holders.
  • The largest Heritage Insurance Holdings buyer in Q4 2021 was Putnam Investments, an estimated $1.94M added.
  • The largest Heritage Insurance Holdings seller in Q4 2021 was Phocas Financial Corp, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2021.