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Heritage Insurance Holdings
HRTG

Overview Fund Activity

132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
43
Reduced
48
Closed
12
Calls
$3.44M
Puts
$901K
Net Calls
+$2.54M
Net Calls Change
+$1.47M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$4.48M
2
QP
2
Quartz Partners
New York
$2.08M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$1.73M
4
NL
4
Nuveen LLC
North Carolina
$1.49M
5
Millennium Management
5
Millennium Management
New York
$4.66M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.6M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$7.25M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.69M
4
GCP
4
GSA Capital Partners
United Kingdom
$376K
5
BCM
5
Bridgeway Capital Management
Texas
$4.22M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$28.2M 1,956,843 +26,645 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.2M 1,542,515 -27,152 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.2M 1,328,110 -25 -0%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$11.2M 776,095 -37,462 -5%
Invesco
5
Invesco
Georgia
$10.6M 732,339 -212,300 -22%
American Century Companies
6
American Century Companies
Missouri
$9.76M 676,814 +86,915 +15%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$8.94M 620,152 -8,219 -1%
Marshall Wace
8
Marshall Wace
United Kingdom
$8.55M 592,999 -71,125 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.35M 509,691 +9,767 +2%
AQR Capital Management
10
AQR Capital Management
Connecticut
$7.34M 509,080 +40,220 +9%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$7.25M 503,034 -141,542 -22%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7M 485,631 +37,763 +8%
State Street
13
State Street
Massachusetts
$6.22M 431,095 -599 -0.1%
Ameriprise
14
Ameriprise
Minnesota
$5.22M 362,209 -22,739 -6%
SBH
15
Segall Bryant & Hamill
Illinois
$4.92M 341,439 -7,117 -2%
Millennium Management
16
Millennium Management
New York
$4.66M 322,957 +91,982 +40%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$4.48M 310,358 +208,221 +204%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.39M 304,699 -40,700 -12%
BCM
19
Bridgeway Capital Management
Texas
$4.22M 292,323 -74,272 -20%
Citadel Advisors
20
Citadel Advisors
Florida
$3.69M 256,209 +55,275 +28%
Morgan Stanley
21
Morgan Stanley
New York
$3.63M 251,730 +78,457 +45%
Northern Trust
22
Northern Trust
Illinois
$2.6M 180,559 +2,381 +1%
QP
23
Quartz Partners
New York
$2.08M 144,580 +144,580 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$2.07M 143,600 -73,400 -34%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$2.06M 142,641 -5,139 -3%
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