Heritage Insurance Holdings
HRTG
121 hedge funds and large institutions have $204M invested in Heritage Insurance Holdings in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 27 closing their positions.
152% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $704K
53% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 30
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
2.31% more ownership
Funds ownership: 52.6% → 54.91% (+2.3%)
2% more funds holding
Funds holding: 119 → 121 (+2)
3% more capital invested
Capital invested by funds: $197M → $204M (+$6.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$7.44M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$2.57M |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$2.37M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.23M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$3.32M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$2.57M |
| 3 |
Renaissance Technologies
New York
|
-$2.56M |
| 4 |
JP Morgan Chase
New York
|
-$1.71M |
| 5 |
Millennium Management
New York
|
-$1.61M |
HRTG Hedge Fund Activity: Q4 2024 in Review
121 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q4 2024, worth a combined $204M — up 3.4% from $197M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HRTG positions and 27 closed out — a net gain of 5 holders — while 46 added to existing stakes and 30 trimmed.
The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $7.44M. The largest seller was Marshall Wace, cutting an estimated $3.32M.
- 121 institutional investors held Heritage Insurance Holdings (HRTG) as of Q4 2024, up from 119 in Q3 2024.
- Funds reported $204M of Heritage Insurance Holdings stock for Q4 2024, up 3.4% quarter-over-quarter.
- 32 funds opened new Heritage Insurance Holdings positions in Q4 2024 and 27 closed out, a net change of +5 holders.
- The largest Heritage Insurance Holdings buyer in Q4 2024 was Jacobs Levy Equity Management, an estimated $7.44M added.
- The largest Heritage Insurance Holdings seller in Q4 2024 was Marshall Wace, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2024.