Heritage Insurance Holdings
HRTG
64 hedge funds and large institutions have $23.4M invested in Heritage Insurance Holdings in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
82% more capital invested
Capital invested by funds: $12.9M → $23.4M (+$10.5M)
54% more call options, than puts
Call options by funds: $319K | Put options by funds: $207K
31% more funds holding
Funds holding: 49 → 64 (+15)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
3.35% more ownership
Funds ownership: 27.63% → 30.98% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$396K |
| 2 |
Group One Trading
Chicago,
Illinois
|
+$137K |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$127K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$113K |
| 5 |
Jane Street
New York
|
+$98.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$714K |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$462K |
| 3 |
Millennium Management
New York
|
-$296K |
| 4 |
Two Sigma Advisers
New York
|
-$208K |
| 5 |
BlackRock
New York
|
-$203K |
HRTG Hedge Fund Activity: Q1 2023 in Review
64 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q1 2023, worth a combined $23.4M — up 82% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HRTG positions and 6 closed out — a net gain of 15 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Pacific Ridge Capital Partners, adding an estimated $396K. The largest seller was International Assets Investment Management, exiting entirely with an estimated $714K sold.
- 64 institutional investors held Heritage Insurance Holdings (HRTG) as of Q1 2023, up from 49 in Q4 2022.
- Funds reported $23.4M of Heritage Insurance Holdings stock for Q1 2023, up 82% quarter-over-quarter.
- 21 funds opened new Heritage Insurance Holdings positions in Q1 2023 and 6 closed out, a net change of +15 holders.
- The largest Heritage Insurance Holdings buyer in Q1 2023 was Pacific Ridge Capital Partners, an estimated $396K added.
- The largest Heritage Insurance Holdings seller in Q1 2023 was International Assets Investment Management, an estimated $714K sold.
Based on aggregated 13F filings for Q1 2023.