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Heritage Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
51
Verition Fund Management
Connecticut
$321K +$212K +30,100 New
RWM
52
Ritholtz Wealth Management
New York
$296K -$44.7K -6,345 -19%
AAS
53
Ameritas Advisory Services
Nebraska
$277K +$245K +34,790 New
YIH
54
Y-Intercept (HK)
Hong Kong
$274K +$181K +25,731 New
HF
55
HRT Financial
New York
$274K +$182K +25,799 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$257K -$110K -15,586 -39%
JP Morgan Chase
57
JP Morgan Chase
New York
$246K +$44.5K +6,319 +38%
OAC
58
OMERS Administration Corp
Ontario, Canada
$245K +$162K +23,000 New
PAS
59
Point72 Asia (Singapore)
Singapore
$220K +$134K +18,989 +1,169%
IW
60
Instrumental Wealth
Florida
$219K +$102K +14,500 +109%
Bank of America
61
Bank of America
North Carolina
$216K -$128K -18,191 -47%
AGWCA
62
Annis Gardner Whiting Capital Advisors
Florida
$213K +$141K +20,000 New
ECM
63
ExodusPoint Capital Management
New York
$191K +$127K +17,973 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$176K -$155K -22,018 -57%
HAFS
65
Hapanowicz & Associates Financial Services
Pennsylvania
$160K +$35.2K +5,000 +50%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$155K +$103K +14,565 New
JFG
67
Jefferies Financial Group
New York
$135K +$89.5K +12,700 New
BAM
68
Belpointe Asset Management
Nevada
$134K +$88.4K +12,543 New
FCA
69
Fortis Capital Advisors
Kansas
$134K +$88.4K +12,543 New
Citigroup
70
Citigroup
New York
$130K +$51K +7,235 +146%
RJA
71
Raymond James & Associates
Florida
$123K +$81.7K +11,594 New
OQS
72
Occudo Quantitative Strategies
Florida
$121K +$80.1K +11,368 New
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$109K
Charles Schwab
74
Charles Schwab
California
$108K
Osaic Holdings
75
Osaic Holdings
Arizona
$58.2K +$34K +4,823 +747%