Heritage Insurance Holdings
HRTG
132 hedge funds and large institutions have $243M invested in Heritage Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 12 closing their positions.
281% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $901K
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
19% more capital invested
Capital invested by funds: $204M → $243M (+$39.4M)
9% more funds holding
Funds holding: 121 → 132 (+11)
0.16% more ownership
Funds ownership: 54.91% → 55.08% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.5M |
| 2 |
QP
Quartz Partners
Saratoga Springs,
New York
|
+$1.74M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.44M |
| 4 |
Millennium Management
New York
|
+$1.11M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.55M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$1.7M |
| 3 |
Two Sigma Investments
New York
|
-$1.09M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.05M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$892K |
HRTG Hedge Fund Activity: Q1 2025 in Review
132 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Heritage Insurance Holdings (HRTG) for Q1 2025, worth a combined $243M — up 19% from $204M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new HRTG positions and 12 closed out — a net gain of 12 holders — while 43 added to existing stakes and 49 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $2.5M. The largest seller was Invesco, cutting an estimated $2.55M.
- 132 institutional investors held Heritage Insurance Holdings (HRTG) as of Q1 2025, up from 121 in Q4 2024.
- Funds reported $243M of Heritage Insurance Holdings stock for Q1 2025, up 19% quarter-over-quarter.
- 24 funds opened new Heritage Insurance Holdings positions in Q1 2025 and 12 closed out, a net change of +12 holders.
- The largest Heritage Insurance Holdings buyer in Q1 2025 was Arrowstreet Capital, an estimated $2.5M added.
- The largest Heritage Insurance Holdings seller in Q1 2025 was Invesco, an estimated $2.55M sold.
Based on aggregated 13F filings for Q1 2025.