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Heritage Insurance Holdings

62 hedge funds and large institutions have $21.9M invested in Heritage Insurance Holdings in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

59% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 32

77% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 22

Holders
62
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144K
Puts
$1K
Net Calls
Net Calls Change

Top Buyers

1 +$196K
2 +$134K
3 +$69.5K
4
Simplex Trading
Simplex Trading
Illinois
+$44.1K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$44K

Top Sellers

1 -$760K
2 -$554K
3 -$534K
4
Goldman Sachs
Goldman Sachs
New York
-$363K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.61M
2
$2.55M
3
$2.27M
4
$1.88M
5
$1.74M
6
$852K
7
$754K
8
$675K
9
$636K
10
$540K
11
$534K
12
$507K
13
$502K
14
$500K
15
$357K
16
$346K
17
$311K
18
$303K
19
$280K
20
$243K
21
$228K
22
$224K
23
$207K
24
$206K
25
$202K