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Heritage Insurance Holdings

172 hedge funds and large institutions have $453M invested in Heritage Insurance Holdings in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 54 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+40
Holders Change %
+30.3%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
54
Reduced
49
Closed
11
Calls
$3.72M
Puts
$2.35M
Net Calls
+$1.37M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$46.6M -$2.23M -89,328 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.8M +$4.65M +186,350 +14%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.4M -$3.06M -122,832 -8%
Marshall Wace
4
Marshall Wace
United Kingdom
$23.5M +$8.71M +349,168 +59%
American Century Companies
5
American Century Companies
Missouri
$19.9M +$2.99M +119,791 +18%
Connor, Clark & Lunn Investment Management (CC&L)
6
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.2M +$4.07M +163,142 +34%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$13.1M -$2.33M -93,454 -15%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$13.1M +$5.39M +216,019 +70%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.9M +$202K +8,112 +2%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$11.6M -$953K -38,214 -8%
State Street
11
State Street
Massachusetts
$11.3M +$532K +21,317 +5%
Citadel Advisors
12
Citadel Advisors
Florida
$11.3M +$4.88M +195,706 +76%
Invesco
13
Invesco
Georgia
$10.3M -$7.99M -320,178 -44%
AQR Capital Management
14
AQR Capital Management
Connecticut
$9.61M -$3.08M -123,581 -24%
Prudential Financial
15
Prudential Financial
New Jersey
$9.57M +$7.12M +285,425 +291%
Renaissance Technologies
16
Renaissance Technologies
New York
$9.3M +$1.7M +68,300 +22%
PRCP
17
Pacific Ridge Capital Partners
Oregon
$9M -$10.4M -415,412 -54%
Morgan Stanley
18
Morgan Stanley
New York
$8.63M +$2.35M +94,325 +37%
BCM
19
Bridgeway Capital Management
Texas
$6.93M -$364K -14,602 -5%
UBS Group
20
UBS Group
Switzerland
$6.05M +$4.83M +193,848 +397%
Ameriprise
21
Ameriprise
Minnesota
$5.97M -$3.06M -122,638 -34%
Millennium Management
22
Millennium Management
New York
$5.77M -$2.29M -91,678 -28%
Northern Trust
23
Northern Trust
Illinois
$5.48M +$981K +39,353 +22%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$4.64M +$4.64M +185,877 New
SBH
25
Segall Bryant & Hamill
Illinois
$4.61M -$3.91M -156,578 -46%